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郭思治: 大洋环球(08476.HK)具强大采购能力 受惠本港急冻海鲜需求扩张
阿思达克 01-26 10:26
香港股票分析师协会副主席郭思治称,大洋环球控股(08476.HK)於2017年10月19日在GEM上市,主要从事於香港进口及批发急冻海鲜产品,面向超过340名主要为急冻海鲜转售商及急冻海鲜餐饮服务供应商的客户等提供各国急冻海鲜产品。集团拥有强大采购能力,集团与来自日本、中国及越南等10多个国家及网络甚广的急冻海鲜供应商建立了牢固关系,供应商网络共有50间供应商。集团的营运获得ISO9001:2015品质管理系统认证及危害分析和关键控制点(HACCP)管理系统认证。

截至2020年9月30日止六个月,集团录得公司拥有人应占纯利约1,320万元,按年增约66.4%。纯利增加主要由於毛利及毛利率增加,以及期内就建议转板上市所产生的开支减少所致。若扣除建议转板上市所产生开支,集团纯利较去年同期1,090万元上升至1,340万元。集团收益由截至2019年9月30日止六个月约1.61亿元,毛利约2,280万元。而集团的经营活动所得现金净额大幅上升,现金及现金等价物由2019年9月止六个月减少净额约500万元,转为至今年9月止六个月增加净额约1,260万元。

香港政府早前宣布自2021年1月起停止对每批进口日本食品进行辐射检测,相关措施将有利食品贸易。此外,新春期间将有更多港人於节日期间预订急冻海鲜餐饮到会,集团下季度销售额有望上升。集团主要业务侧重於为急冻海鲜转售商及急冻海鲜餐饮服务供应商等客户提供在日本料理中使用的急冻海鲜产品,?於本地消费者对日本料理的需求呈上升趋势,将成为香港急冻海鲜进口批发行业的主要市场驱动因素。香港急冻海鲜的进口产值规模庞大,其进口批发行业的总收益由2016年约104.1亿元增加至2018年约116.8亿元,复合年增长率约为5.9%,预计2018年至2021年之复合年增长率为2.5%,未来数年的急冻海鲜需求料继续增长。

(笔者为证监会持牌人)~

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