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蒙牛乳業(02319.HK):上半年淨利跌41.7%至12.12億元
格隆匯 08-26 23:29

格隆匯 8 月 26日丨蒙牛乳業(02319.HK)公佈中期業績,截至2020年6月30日止6個月,公司收入為人民幣375.335億元,同比減少5.8%;公司擁有人應占利潤為人民幣12.115億元,同比下降41.7%;每股盈利為人民幣0.309元。

報告期內,如不包括2019年處置的石家莊君樂寶乳業有限公司("君樂寶")及2019年收購的Bellamy’s Australia Limited("貝拉米")的業務收入,集團的可比業務收入為人民幣368.877億元,同比增長9.4%;可比業務(不包括君樂寶及貝拉米)的公司擁有人應占利潤為人民幣11.584億元,較去年同期下降42.1%。

公告稱,利潤下降主要是因為集團在2020年第一季度的以下舉措導致了額外成本的增加:(i)集團為保證員工健康安全、正常復工復產而投入了額外疫情防控費用;(ii)集團為儘快降低渠道庫存而投入了額外營銷費用;及(iii)集團積極承擔社會責任,向社會捐贈現金及乳製品。

集團在期內採取積極措施應對疫情帶來的影響,例如加大促銷力度,通過電商、O2O到家等業務以及與生鮮新零售平台開展密切合作等;此外,集團近年來在高端化、多元化、數字化和國際化方面作出的努力,亦增強了集團面對挑戰的能力。自四月份以來,蒙牛整體業務恢復良好,並逐步改善,集團於第二季度可比業務的收入為人民幣197.650億元,較去年同期增長19.2%,公司擁有人應占利潤為人民幣12.852億元,較去年同期增長86.2%。

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