玖龙纸业(02689.HK)年度纯利升7.5%至41.685亿元 末期息22分
格隆汇9月22日丨玖龙纸业(02689.HK)发布公告，截至2020年6月30日止年度，公司收入减少6.0%至约人民币513.41亿元，毛利率由15.6%增加约2%至17.6%，公司权益持有人应占盈利约为人民币41.685亿元，增加7.5%；每股基本盈利增加人民币0.06元至约人民币0.89元，拟派末期股息每股人民币22.0分。
倘不计及经营及融资活动的汇兑亏损（扣除税项）约人民币2.62亿元，公司权益持有人应占盈利增加约9.6%至人民币44.3亿元，此乃主要由毛利润增加所带动。
期间集团的销量达到约1530万吨，同比增加8.5%。销量增加乃由中国业务销量增加约120万吨所带动。
于本年度内，集团于沈阳及泉州共增加造纸产能95万吨，并于马来西亚新增据点生产再生浆。截至2020年6月30日止，集团于全球的浆纸总设计年产能为1,732万吨（造纸1,647万吨、再生浆及硬木木浆85万吨）。
随着2021年起落实零配额进口废纸政策，优质废纸供应的缺口将扩大。为了弥补原料缺口，加强原料的质与量，及确保生产成本优势，公司投入资本开支调整原料结构，开辟国内外替代原料供应渠道。目前，集团于海外备有15万吨木浆及70万吨再生浆年产能。另外，承蒙湖北荆州市政府大力支持，公司正积极筹备公司国内首个浆纸一体化项目，预计将包括年产能达60万吨的木浆生产线。此外，公司计划于沈阳增加60万吨木浆年产能。预计于2022年年底前，集团的硬木木浆及再生浆总设计年产能将超过200万吨。
造纸扩产方面，公司于2020年下半年在河北及东莞新增共110万吨卡纸年产能。马来西亚55万吨包装纸年产能预计于2022年第二季度前投产。此外，公司打算于2022年年底前在湖北浆纸基地增加120万吨包装纸年产能。预计以上项目完成后，集团造纸总设计年产能将达到1,932万吨。
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