銀基集團(00886.HK)全年實現收益約16.31億港元
格隆匯 6 月 23日丨銀基集團(00886.HK)發佈公告,截至2020年3月31日止年度,集團的收益主要來自銷售高端酒類。報告期內,集團錄得總收益約16.31億港元,其中,約78.9%的收益來自中國市場(2019年:71.6%)。
報告期內,集團實現毛利約3.11億港元,同比增長33.23%。毛利增加主要是由於財政年度內平均售價及銷售數量增加所致。撇除存貨撥備的因素,集團於財政年度的毛利約3.29億港元(2019年:2.497億港元),存貨撥備前的毛利率約20.2%(2019年:14.6%)。
集團認為,新型冠狀病毒肺炎疫情對白酒行業的影響只屬短暫性,白酒作為中國具有深厚文化底藴的特殊消費品,行業一直有清晰的發展規律,疫情只是為行業帶來了一些干擾因素,對白酒中長期影響相對較輕。集團仍然相信,白酒行業將長遠受惠於“消費升級”和“集中度提升”兩大核心邏輯。疫情最終受到有效控制後,白酒消費恢復將重拾樂觀。同時疫情加速了酒業流通渠道的整合,社區化營銷及線上營銷,使酒業電商發展邁向新篇章。
集團作為中國全國性白酒經銷商,亦將繼續通過大數據賦能,利用日趨成熟的電商業務,提高總體收益。另外,海外市場作為中國白酒的新競技場,集團未來亦將致力新增東歐國家布點,包括捷克、匈牙利及斯洛伐克等。在管理方面,集團將持續優化組織配置,增加人均效能,以更靈活適應多變的市場環境。集團有信心,憑藉業務組合的優化及多年建立的業界口碑及影響,繼續在逆境自強,保持白酒運營的領先地位。
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