《盈警響號》蒙牛乳業(02319.HK)料今年上半年純利按年最多跌60%
蒙牛乳業(02319.HK)公布,自疫情爆發以來,集團積極採取措施應對,包括加大促銷力度,通過電商、O2O到家等業務以及與生鮮電商開展密切合作,以盡快降低渠道庫存,加速恢復正常的銷售節奏。而目前在全國的生產基地均已全面復工復產,現金流和庫存恢復到健康水平,整體運營恢復情況持續改善。
不過,集團預期今年上半年度現有可比業務收入(不包括君樂寶及Bellamy)較去年同期實現正增長;而上半年度純利按年下降45%至60%。上述利潤下降主要是因為集團在今年第一季度的以下舉措導致了額外成本的增加,包括集團為保證員工健康安全、正常復工復產而投入了額外疫情防控費用;集團為盡快降低渠道庫存而投入了額外營銷費用;及集團向社會捐贈款物。
蒙牛相信,即使乳製品行業在疫情期間受到一定影響,在抗擊疫情過程中,消費者對於健康的關注和提升免疫力的需求進一步增強。隨著消費趨勢升級以及消費者對營養健康的關注度持續提高,董事會認為消費者對乳製品的需求將進一步增長,利好乳製品行業及集團業務的發展。
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