中國心連心化肥(01866.HK)一季度收入同比增加8%至23.68億元
格隆匯 6 月 22日丨中國心連心化肥(01866.HK)公告,集團2020年第一季度的未經審核綜合收入由截至2019年3月31日止三個月(2019年第一季度)的約人民幣22.68億元增加約8%至約人民幣23.68億元。
然而,伴隨着國內Covid-19疫情防控升級以及國際能源價格下跌,對國內化肥和化工品的銷售和售價帶來一定壓力。集團2020年第一季度的未經審核綜合純利由2019年第一季度的約人民幣1.92億元減少約人民幣1.19億元或62%至約人民幣7300萬元。2020年第一季度未經審核母公司擁有人應占全面收益總額由2019年第一季度的約人民幣1.61億元減少約人民幣1.13億元或69%至約人民幣4800萬元。
自2020年4月起,Covid-19在中國總體上得到控制,貨物和商品的運輸已逐漸恢復正常。因此,集團的運輸成正在回落。此外,複合肥的銷售旺季正在到來。因此,預計集團在2020年上半年的表現將優於2020年第一季度。
然而,由於今年Covid-19疫情的不利影響、國際能源價格低迷以及化肥和化工行業平均售價普遍處於低位,預計集團2020年上半年的純利將較2019年同期減少。如果中國的Covid-19形勢普遍不景氣,集團將努力在財政年度的剩餘期間裏增加銷售額,而集團對2020年的最初內部銷售額目標保持不變。
儘管宏觀經濟環境充滿挑戰,但集團將繼續實施低成和產品差異化策略,以繼續增加高效肥料的銷售額佔比,並進一步提升肥料產品的盈利能力和市場競爭力。此外,集團還利用其在煤氣化方面的生產優勢來進一步擴展其煤化工產品的供應,這使集團能夠根據其化肥和化工產品的利潤率靈活地調整其產品結構,並進一步提高集團的盈利能力和風險承受能力。
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