海尔电器(01169.HK)中期净利同比增加8.2%至18.06亿元
格隆汇8月29日丨海尔电器(01169.HK)公告,截至2019年6月30日止6个月,公司收入为411.8亿元人民币(单位下同),同比减2.7%;股东应占溢利18.06亿元,同比增长8.2%;每股基本盈利0.65元;无派息。
据悉,洗衣机业务收入增长5.8%。主要得益于海尔洗衣机在产品技术上的持续领先和创新,以及在触点网络、社群交互、用户体验方面的持续升级。从驱动因素看,洗衣机平均单价和销量均获得了增长。从品牌来看,卡萨帝在技术上持续突破,保持高端市场的绝对领先。同时Leader通过打造爆款产品,录得超过百分二十的高速增长,继续领跑年轻家电市场。
热水器业务收入增长5.1%。主要得益于零售转型策略的聚焦和深化,以家装建材渠道为代表的各类门店网络的拓展与升级,以及线上运营能力的快速提升。从品牌来看,卡萨帝燃热瀑布洗、电热纤薄瞬热等行业引领技术实现高端突破,录得双位数增长。Leader针对年轻时尚用户群,通过积极的产品和营销策略,录得超过百分二十的高速增长。
2019年上半年集团整体毛利率为17.8%,相比2018年上半年的16.9%上升了0.9个百分点,整体毛利率的提升主要得益于高毛利率的洗衣机和热水器业务占比提升以及洗衣机和渠道服务业务毛利率的提升。
洗衣机业务毛利率为27.6%,相比2018年上半年的27.3%上升了0.3个百分点。洗衣机业务毛利率提升主要源于产品结构持续优化,大宗原材料企稳回落以及增值税税率下降的贡献。
此外,洗衣机及热水器业务于2019年上半年的库存周转天数为27天,较2018年年末下降5天,主要由于订单预测准确率提升。渠道服务业务于2019年上半年的库存周转天数为38天,较2018年年末下降8天,主要由于加强库存管理所致。
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