中國建材(03323.HK)料下半年水泥需求優於上半年貿易戰對出口業務帶來有限影響
中國建材(03323.HK)董事長曹江林在業績發布會上表示,展望下半年由於是建材行業的傳統旺季,加上政府穩投資穩增長的論調,預料下半年的水泥需求會優於上半年,並料水泥價格會比去年高。另外,公司會確保在利潤增長的同時,負債率繼續下降。
被問及中美貿易戰升溫對公司業務影響時,他回應指這是公司不喜歡看到的事,因為會對出口業務造成影響,尤其是玻璃纖維方面,但公司早在5年前開始國際化步伐,在埃及、美國及印度等地都建立了玻璃纖維生產線,相信美國工廠的建設可以抵銷一部分中美貿易戰的影響,因此影響只是有限。至於其他業務,例如水泥及石膏板銷售主要以國內市場為主,料下半年表現穩中有增。
早前有消息指,國家市場監督管理總局反壟斷局召開了建材領域壟斷行為告誡會,而中國建材有代表參會。他指出,公司絕對不存在壟斷問題,公司在中國水泥產業僅得不到20%的市場份額,因此並不構成壟斷。副總裁肖家祥補充,未來公司會進一步強化法制意識,規範自身的行為。
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