維他奶(00345.HK):疫情改善對業務正面 未來內地電商會加快
維他奶(00345.HK)集團行政總裁陸博濤於記者會指,下半年內地疫情有明顯改善,對集團業務亦是正面消息,表現持續溫和改善,相信未來可以回復正常。
他指,公司在內地的便利店、流動銷售渠道受到疫情影響,但網上和超市則見上升,其中在過去「雙十一」,集團產品在飲品類排名首位,而目前電商佔內地收入約10%,未來佔比亦相信會上升。
首席財務總監劉健成稱,因應集團在內地開支和收入都是人民幣計算,故有自然對沖作用,未有受人民幣波幅影響,但期內原材料包括糖和奶粉成本均見上升,但下半年已鎖定大部分的價錢,故即使原材料成本再上升影響也不大。
執行主席羅友禮表示,隨普疫情穩定,公司的投資活動亦已回復,當中包括宣傳和推廣開支等。
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