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郭思治: 大洋環球(08476.HK)具強大採購能力 受惠本港急凍海鮮需求擴張
阿思達克 01-26 10:26
香港股票分析師協會副主席郭思治稱,大洋環球控股(08476.HK)於2017年10月19日在GEM上市,主要從事於香港進口及批發急凍海鮮產品,面向超過340名主要為急凍海鮮轉售商及急凍海鮮餐飲服務供應商的客戶等提供各國急凍海鮮產品。集團擁有強大採購能力,集團與來自日本、中國及越南等10多個國家及網絡甚廣的急凍海鮮供應商建立了牢固關係,供應商網絡共有50間供應商。集團的營運獲得ISO9001:2015品質管理系統認證及危害分析和關鍵控制點(HACCP)管理系統認證。

截至2020年9月30日止六個月,集團錄得公司擁有人應佔純利約1,320萬元,按年增約66.4%。純利增加主要由於毛利及毛利率增加,以及期內就建議轉板上市所產生的開支減少所致。若扣除建議轉板上市所產生開支,集團純利較去年同期1,090萬元上升至1,340萬元。集團收益由截至2019年9月30日止六個月約1.61億元,毛利約2,280萬元。而集團的經營活動所得現金淨額大幅上升,現金及現金等價物由2019年9月止六個月減少淨額約500萬元,轉為至今年9月止六個月增加淨額約1,260萬元。

香港政府早前宣布自2021年1月起停止對每批進口日本食品進行輻射檢測,相關措施將有利食品貿易。此外,新春期間將有更多港人於節日期間預訂急凍海鮮餐飲到會,集團下季度銷售額有望上升。集團主要業務側重於為急凍海鮮轉售商及急凍海鮮餐飲服務供應商等客戶提供在日本料理中使用的急凍海鮮產品,鋻於本地消費者對日本料理的需求呈上升趨勢,將成為香港急凍海鮮進口批發行業的主要市場驅動因素。香港急凍海鮮的進口產值規模龐大,其進口批發行業的總收益由2016年約104.1億元增加至2018年約116.8億元,複合年增長率約為5.9%,預計2018年至2021年之複合年增長率為2.5%,未來數年的急凍海鮮需求料繼續增長。

(筆者為證監會持牌人)~

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