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训修实业(01962.HK)上半年纯利4790万港元 同比减少7.4%
格隆汇 08-29 00:00

格隆汇8月28日丨训修实业(01962.HK)公布,2019年上半年,公司实现收入3.75亿港元,同比增长0.5%; 期间纯利为4790万港元,较2018年同期减少7.4%,主要由于孟加拉工人最低工资自2018年12月起大幅上升。董事会宣布就期间派付中期股息每股股份1.0港仙(2018年6月30日:每股股份4.2港仙)。期间的派息比率约为12.9%(2018年6月30日:49.9%)。

于期间,集团收入维持稳定,然而集团毛利及纯利因孟加拉工人最低工资自2018年12月起大幅上升而减少。如公司日期为2018年12月27日的公告所披露,于2018年11月27日,孟加拉国出口加工区管理局发出通函要求于孟加拉出口加工区内的所有企业(包括集团)增加其雇员及学徒的最低总工资(包括基工资(相当于工资总额的约60%)、住房及医疗津贴),自2018年12月1日起生效。

与过去几年孟加拉尼尔帕马里县的乌托拉出口加工区的工人工资通常每年仅增加相等于其基工资约10%惯例相反,2018年工资上升占该地区工人工资总额约44.4%。集团确信,2018年工资上升属特殊,并非为经常性情况。集团已透过提高新订单上的现有产品及新产品的售价,逐渐将该工资上升的影响转移至终端客户。

集团预期工资上涨带来的净影响将于2019年下半年降低。于期间,高档人发接发产品分部的销售取得增长。集团继续专注于利润较高的项目。集团于孟加拉的漂染综合设施二期正在建造中,并预期于2019年完工。

同时,受益于低人工成,孟加拉的制造成得以更加节省,故集团进一步缩减于中华人民共和国产能。

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