万洲(00288.HK)冀成本管控措施下半年见效不排除趁机并购或扩张
万洲国际(00288.HK)双汇发展总裁马相杰出席业绩发布会时指出,上半年利润下降主要因为期内成本增加,公司有推出多项节省成本的措施,包括调整产品结构、控制成本及内部管控等,料相关措施下半年可陆续见效。他续指,上半年调价3次,而下一波调价计划则要按原材料成本情况而定,暂未有下一次调价计划,但若下半年猪价明显上升亦不排除第四季有机会调价。
他指出双汇虽然屠宰量大,但在中国市场占比仍十分细,行业集中度与美国亦有很大差距,认为若行业集中度提升可助提升管理,而现时国内养殖及屠宰业均被低估,故是扩张、兼并的机会,会视乎双汇的发展战略,找到合适机会时不排除会进行并购或自行扩大养殖或屠宰规模。
在美国业务方面,史密斯菲尔德食品公司首席财务官Glenn T. Nunziata指出,贸易战等因素对公司出口至中国有影响,认为出口至中国的规模会因应中美猪价差异而有所浮动,而确实过去数月出口至中国有戏剧性增长,惟关税因素会对盈利能力造成一定影响。公司会继续发掘新的出口市场,将猪肉出口至其他国家。
他又指公司将在美国推植物性蛋白产品,首阶段有八款产品,料最快9月底前上架,他认为相关市场具潜力,但有别於其他针对汉堡市场的同业,公司产品主要针对零售渠道,除肉丸外亦有早餐肉及汉堡等产品,利润水平或可贴近高端产品,但未来一至两年相关业务规模不会太大。
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