澳優(01717.HK)中期經調整純利預增不少於30.1%
格隆匯 7 月 31日丨澳優(01717.HK)發佈正面盈利預告，根據目前可得資料，集團截至2020年6月30日止六個月的財務表現將錄得顯著增長。2020年中期期間，實現收入約人民幣37.80億元至人民幣38.70億元，預料較2019年中期期間增加20.1%至23.0%。其中，自家品牌牛奶粉收入較2019年中期期間增加22.7%至24.8%；自家品牌羊奶粉收入較2019年中期期間增加23.3%至25.6%；私人品牌及其他收入較2019年中期期間增加1.2%至8.3%。
2020年中期期間，公司權益持有人應占利潤約人民幣4.001億元至人民幣4.201億元，預料較2019年中期期間增加53.6%至61.3%；經調整公司權益持有人應占利潤約人民幣5.66億元至人民幣5.86億元，預料較2019年中期期間增加30.1%至34.7%。
集團2020年中期期間的收入增長主要源於集團自家品牌配方奶粉在市場上日增的品牌知名度及認受性。然而，集團收入於2020年第二季度的增長較2020年第一季度輕微放緩。於2020年五月下旬，公司開始注意到，在冠狀病毒病(COVID-19)爆發造成的種種影響下，若干品牌在分銷方面出現庫存過剩。為應對有關轉變，公司決定採取審慎方針，適度向若干品牌的分銷商交付產品，從而優化集團分銷渠道上的庫存水平。集團預期，儘管調整將會暫時影響集團2020年的財務表現，惟優化分銷渠道不會影響自家品牌配方奶粉的長遠發展戰略，長遠而言更對集團及其分銷商同樣有利。
另外，集團於2020年中期期間已確認一項衍生金融工具的公允價值變動的會計虧損人民幣1.659億元。有關衍生金融工具指2018年集團收購海普諾凱營養品(香港)有限公司及其附屬公司餘下15%股權時將支付的或然代價負債。董事謹此強調，上述會計虧損對集團的現金流量及經營狀況並無不利影響。
撇除上述會計虧損的影響，預料集團將錄得經調整公司權益持有人應占利潤介乎人民幣5.66億元至人民幣5.86億元，較2019年中期期間相應數字增加不少於30.1%。
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