晶苑国际(02232.HK)中期经调整纯利降至7400万美元拟派中期息4港仙
格隆汇8月21日丨晶苑国际(02232.HK)公布,截至2019年6月30日止6个月,公司实现收益11.43亿美元,同比减少4.73%;毛利2.13亿美元,同比减少6.63%;期内溢利6006.8万美元,同比减少14.80%;基本每股盈利2.11美仙;拟派中期股息每股普通股4港仙(约0.5美仙)。
截至2019年6月30日止6个月的纯利为6000万美元,相当于纯利率为5.3%,该纯利已计入与重新分配计划相关的一次性成本约1400万美元的影响。若不计入该一次性成本,截至2019年6月30日止6个月的纯利约为7400万美元(去年同期则为7100万美元),相当于纯利率为6.5%(去年同期则为5.9%)。
由于中国产能已按重新分配计划缩减,集团截至2019年6月30日止6个月的收益减少至11.43亿美元,毛利率为18.6%,跌幅反映集团在重新分配计划下加快非中国新设施扩张步伐而导致新生产设施的预期设置成本所带来的轻微负面影响。
因得到关键客户于本期间需求增加,休闲服收益亦录得增长。中美贸易紧张局势白热化的不利影响导致牛仔服收益减少。由于消费需求疲弱,令贴身内衣的收益只可持平。运动服及户外服因受策略性减少非核心客户的拖累而收益下降。毛衣收益减少,是因为提高效益而调整产能所致。
休闲服的毛利率稳定维持于19.7%,相对2018年上半年则为19.4%。受到产能重新由在中国已完善的生产基地分配到中国以外地区所影响,牛仔服及贴身内衣的毛利率录得下降。随着减少非核心客户的策略,运动服及户外服的毛利率得以提升。因产能有所调整,毛衣的毛利率录得下降。
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