運興泰集團(08362.HK)預計前三季度業績由盈轉虧
格隆匯10月29日丨運興泰集團(08362.HK)公告,與去年同期錄得純利相比,該集團預期於截至2019年9月30日止9個月將錄得虧損淨額,主要歸因於(i)本年初中國爆發豬流感導致客户的購買偏好改變,令該集團的產品組合由豬肉轉為雞肉,導致收益(由於雞肉產品的每公斤售價較豬肉產品為低)及毛利率(由於雞肉原材料成本大幅上升)下降;(ii)由於中美貿易糾紛令雞隻飼料價格上升,且中國對雞肉的需求增加(作為豬肉的替代品),預期中國雞肉價格亦會有所上漲,而所堆積的雞肉原材料存貨則導致儲存成本增加;(iii)經營開支增加,例如折舊及員工成本。
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