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彩客化學(01986.HK)發佈中期業績:農業化學品中間體收益增長103%
格隆匯 08-21 22:13

格隆匯 8 月 21日丨彩客化學(01986.HK)公佈,截至2020年6月30日止6個月,實現收益7.36億元(人民幣,下同),毛利3.07億元,純利1.39億元,每股基本及攤薄盈利0.13元,宣派及派付中期股息每股0.048元。

集團為全球最大的DSD酸生產商。DSD酸主要應用於熒光增白劑,終端應用至紡織品染白、紙張增白和洗滌用品中的亮白成分。

集團為全球三大一硝基甲苯生產商之一。PNT、ONT以及MNT統稱為一硝基甲苯。PNT是生產DSD酸的重要原材料,集團自行生產一硝基甲苯後可穩定上游原材料的供應。與此同時,ONT及OT是生產除草劑的重要農業化學品中間體。

受疫情影響,農業化學品中間體市場供應不足,而集團年初庫存儲備充足,並且開發出新的客户,農業化學品中間體銷量大幅提高,致使集團農業化學品中間體收益較2019年同期上升約103.0%至約2.22億元。農業化學品中間體毛利上升約349.9%至約5780萬元,毛利率上升14.3個百分點至約26.1%。

作為全球最大DMSS生產及銷售商,集團同時亦為其他主要顏料中間體如DMAS和DIPS的全球主要生產商。顏料中間體主要應用於印刷油墨、食品添加劑、汽車油漆和塗料等高性能顏料中。顏料中間體板塊的毛利率上升7.8個百分點至約44.5%。

隨着中國環保壓力日趨增大,環保處理市場具有廣泛的發展空間。集團憑藉於化工行業長期積累的環保處理優勢,積極與第三方進行合作,開展環保諮詢業務,重點在大氣、污水及固廢處理領域進行環保技術諮詢服務。環保業務的毛利率較2019年同期上升17.6個百分點至約48.2%。

展望未來,集團將不斷提升現有產品的生產工藝,提升產品質量,降低生產成本。視乎行業的發展,繼續加大對環保及環保技術研發的投入。在深耕現有業務的基礎上,把握機遇佈局有協同效應的併購業務,繼續強化產業鏈競爭優勢。集團將繼續加強集團財務管理水平,維持充裕的經營現金流,保持集團整體財務風險健康、可控。隨着世界經濟的企穩復甦,下游需求的逐步恢復,憑藉集團穩定的生產運營水平、健康的現金流及強大的研發、業務拓展能力,相信集團的業務必將沿着既定的方向穩步發展。

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