雷士照明(02222.HK)中期纯利升307.5%至3.74亿元
格隆汇8月26日丨雷士照明(02222.HK)公布，截至2019年6月30日止6个月，集团收入达人民币26.97亿元(单位下同)，与同期比较上升36.6%；毛利达9.02亿元，与同期比较上升66.2%；母公司拥有人应占的期内利润达3.74亿元，与同期比较上升307.5%，基本每股盈利为8.85分。、
集团于照明行业深耕逾20年，在中国国内业务稳定发展的同时，目前已于欧洲、澳洲、南美、中东及东南亚等主要国家及地区建立销售网路及渠道，2018年集团成功收购了怡达(香港)光电科技有限公司，打通了北美通道，拓展了海外市场业务及增加了海外销售量，通过加大海外市场开拓力度以寻求在国际照明市场的新突破，是集团完成战略转型的关键一步。
于回顾期内，集团实现销售收入26.97亿元，与同期比较增长36.6%，其中国际销售与同期比较增长43.8%。集团於中国市场的销售以雷士品牌为主，并主要通过34个独家区域经销商进行销售，截止回顾期末独家区域经销商已开发2,700余家专卖店(其中省会城市覆盖率为100.0%；地级城市覆盖率约为93.0%)。
回顾期内集团继续精耕商业照明、家居零售及电商渠道，并采取差异化战略以提升各细分市场占有率。于2019年8月，公司与国际投资机构KKR达成战略合作，KKR将持有中国照明业务70%股权，而集团将持有剩余30%股权，KKR将通过投资协助中国照明业务提升业绩并创造价值，而本集团将获得现金代价以回报股东及发展海外市场，双方将实现共赢发展。该出售业务是集团战略转型和业务优化的关键一步，预期将为持续拓展海外业务提供增长动力。
于回顾期内，中国销售增长33.3%，其中雷士品牌销售增长36.4%，主要是新收购的电商业务带来的收入贡献；非雷士品牌销售增长5.4%，主要得益于非雷士品牌LED光源及照明电器产品销售订单的提升；国际销售增长43.8%，其中雷士品牌下降7.6%，主要是国际经济波动以及主要客户需求的减少所致；而非雷士品牌与同期比较增长52.8%，主要是新收购的怡达业务的收入贡献，预期将成为国际市场重要的销售增长点。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
