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维他奶(00345.HK):疫情改善对业务正面 未来内地电商会加快
阿思达克 11-19 16:26
维他奶(00345.HK)集团行政总裁陆博涛於记者会指,下半年内地疫情有明显改善,对集团业务亦是正面消息,表现持续温和改善,相信未来可以回复正常。

他指,公司在内地的便利店、流动销售渠道受到疫情影响,但网上和超市则见上升,其中在过去「双十一」,集团产品在饮品类排名首位,而目前电商占内地收入约10%,未来占比亦相信会上升。

首席财务总监刘健成称,因应集团在内地开支和收入都是人民币计算,故有自然对冲作用,未有受人民币波幅影响,但期内原材料包括糖和奶粉成本均见上升,但下半年已锁定大部分的价钱,故即使原材料成本再上升影响也不大。

执行主席罗友礼表示,随普疫情稳定,公司的投资活动亦已回复,当中包括宣传和推广开支等。

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