萬洲(00288.HK):食品乃剛性需求 新型肺炎對公司影響有限
萬洲(00288.HK)管理層在電話會議上表示,新型冠狀病毒肺炎對公司的影響有限,因為食品是剛性需求,並得到政府及社會的支持。除了武漢工廠外,所有工廠已恢復正常營運,復工率達到95%以上,而美國及歐洲的工廠則未見有影響,產能仍達到100%。
另外,新型肺炎對進出口貿易沒有影響,在今年1至2月份,對美國及全球其他國家的訂單仍有增長。然而,目前仍未能疫情的發展,因此會密切關注後續發展,及時調整經營策略,以保證生產運營正常。他們提到,有賴於美國及中國之間的豬肉價差,公司在非洲豬瘟的影響下,去年進出口表現仍強勁,目前兩者的價差是4.1倍,預期下半年的價差是3.5倍。
對於非洲豬瘟的影響,他們表示在去年下半年已看到情況逐漸改善,隨著在生產設施上採取措施,對豬瘟疫情的防控能力提升,而疫情亦有見減弱,預計生產量將會再次提升,但參考其他國家的經驗,相信豬瘟的出現仍會持續一段時間。
公司又指,產品在未來冀向中高檔發展,而今年未有提升產品價格的計劃。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.