运兴泰集团(08362.HK)预计中期业绩由盈转亏
格隆汇8月2日丨运兴泰集团(08362.HK)发布公告,与去年同期录得纯利相比,集团预期于截至2019年6月30日止六个月将录得亏损净额,主要归因于(i)本年初中国爆发猪流感,令客户喜好有所转变,产品组合由猪肉转为鸡肉,导致收益(由于每公斤鸡肉产品售价低于猪肉产品)及毛利率(由于鸡肉原材料成本大幅上升)下降;(ii)由于贸易纠纷令鸡饲料价格上升,且中国对鸡肉的需求增加(作为猪肉的替代品),预期中国鸡肉价格亦会有所上涨,而所堆积的鸡肉原材料存货则导致储存成本增加;(iii)经营开支增加,例如折旧及员工成本。
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