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维他奶(00345.HK):内地市场遇竞争对手是好事
阿思达克 11-21 17:24

维他奶国际(00345.HK)主席罗友礼在业绩发布会上表示,对於在内地发展遇上竞争对手是一件好事,因为只得一家公司在内地市场推广豆奶及植物奶涉及很大的投资。若竞争者增加,能将市场做大,从而令公司有健康的增长。

他坦言,在上次公布业绩前股价上升至高位的情况是不现实,亦令他感觉不舒服,认为是由市场预期过高所推动。在公布业绩後股价回落,他认为这才是正常的发展。

被问及本港的社会运动有否对公司业绩带来影响时,行政总裁陆博涛指社会运动导致的经济衰退对各行各业都有负面影响,而这亦不是第一次面对的挑战。他留意到在7至9月份的第二财季,来自超级市场的渠道销售表现好过首财季,相信是因为受到期内家庭零售增加所带动。

在澳洲业务方面,由於今年当地发生异常严重的旱灾,收成大减,影响原材料价格,亦因供应不稳继而削弱公司增加顾客销量的能力。他指出,公司已制定替代方案,包括从澳洲内外地区寻求新供应等,令供应链在中期恢复稳定。公司於上半年仍能维持市场领导地位,但预计旱情将对本财政年度下半年的销量及溢利造成负面影响,并须待2020年方能回稳。

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