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中信大錳(01091.HK)中期盈轉虧至810萬港元
格隆匯 07-22 19:54

格隆匯7月22日丨中信大錳(01091.HK)公告,於2020年上半年,收益為21.23億港元,同比減少32.4%。於2020年上半年,經營溢利為1590萬港元,較2019年上半年的9090萬港元減少82.5%。於2020年上半年,母公司擁有人應占虧損為810萬港元(2019年上半年:溢利8630萬港元)。每股基本虧損為0.0024港元。

由於COVID-19的爆發,全球各地已採取不同程度的封鎖與隔離措施,大幅降低世界各地的人流、社交活動、運輸及貿易活動,直接導致經濟出現前所未有的急劇下滑、失業率激增及企業資金鍊斷裂。各個國家已採取不同措施應對疫情,協助個人及企業以放緩及減輕疫情的影響。

儘管如此,COVID-19的傳播尚未完全受控,而我們預期在短期內(譬如未來一至兩年內)將會非常嚴峻及困難。鋼鐵業作為我們主要的下游工業,其對我們的產品需求大部份來自於中國的消耗量。COVID-19的爆發進一步嚴重壓抑市場需求的增長,而電解金屬錳市場的不利情況自2019年第四季度一直持續。

因此,我們的電解金屬錳產品於2020年的平均售價下跌21.0%至每噸10,700港元(2019年上半年:每噸13,550港元)。但在較小程度上,電解金屬錳產品的主要原材料(包括錳礦石、硫酸和二氧化硒)的價格下跌而導致電解金屬錳的單位生產成下降,電解金屬錳產品的毛利率於2020年上半年減少5.3%至15.4%(2019年上半年:20.7%),毛利貢獻減少40.4%至1.39億港元。

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