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万洲(00288.HK):食品乃刚性需求 新型肺炎对公司影响有限
阿思达克 03-24 18:31
万洲(00288.HK)管理层在电话会议上表示,新型冠状病毒肺炎对公司的影响有限,因为食品是刚性需求,并得到政府及社会的支持。除了武汉工厂外,所有工厂已恢复正常营运,复工率达到95%以上,而美国及欧洲的工厂则未见有影响,产能仍达到100%。

另外,新型肺炎对进出口贸易没有影响,在今年1至2月份,对美国及全球其他国家的订单仍有增长。然而,目前仍未能疫情的发展,因此会密切关注後续发展,及时调整经营策略,以保证生产运营正常。他们提到,有赖於美国及中国之间的猪肉价差,公司在非洲猪瘟的影响下,去年进出口表现仍强劲,目前两者的价差是4.1倍,预期下半年的价差是3.5倍。

对於非洲猪瘟的影响,他们表示在去年下半年已看到情况逐渐改善,随着在生产设施上采取措施,对猪瘟疫情的防控能力提升,而疫情亦有见减弱,预计生产量将会再次提升,但参考其他国家的经验,相信猪瘟的出现仍会持续一段时间。

公司又指,产品在未来冀向中高档发展,而今年未有提升产品价格的计划。

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