维他奶(00345.HK)东莞厂房如期在8月投产 内地4厂已复工
维他奶(00345.HK)首席财务总监刘健成於记者会指,东莞厂房如期在今年8月投产,而近年资本开支主要用於该厂房,故相信在投产後投资是减少。
他指,原材料方面,目前大豆和奶粉有见上升,但公司与策略伙伴有长期合约,已锁定今年,以至或未来1年价格,预期未来生产更多产品下,可将固定成本分享并减低,以控制毛利。
刘健成指,疫情期间有物流供应链因此停顿,但目前国内4间厂亦已恢复生产。执行董事陆博涛指,中国市场在2-4月影响最大,但目前已有明显回升,公司仍然对中国市场有信心,并会持续投资;而香港的学校渠道则是最受疫情影响,但随着学校重开,目前已见改善。
执行主席罗友礼指,公司今年80周年,原订有很多庆祝节目,都因疫情关系而未能举行,未来会再视乎环境是否容许,而公司会继续推出更多创新和健康的饮品。
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