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《藍籌業績》蒙牛(02319.HK)去年純利35.3億元人幣跌14% 派每股末期息26.8分
阿思達克 03-25 08:06
蒙牛乳業(02319.HK)公布截至去年12月底止全年業績,營業額760.35億元人民幣(下同),按年跌3.8%,純利35.25億元,按年跌14.1%;每股基本盈利0.897元。派每股末期息0.268元,上年同期派0.181元。

年內若撇除2019年處置的石家莊君樂寶乳業及2019年收購的Bellamy’s Australia (貝拉米)的業務收入,集團去年可比業務收入為750.031億元,按年增長10.6%。雖然原料鮮奶價格有所上升,由於產品結構顯著優化,集團毛利率按年輕微上升0.1個百分點至37.7%。

期內液態奶收入為677.51億元,佔整體收入的89.1%;冰淇淋收入為26.337億元,佔整體收入3.5%;奶粉業務收入45.73億元,佔總收入6%。

展望前景,在產品策略方面,集團於未來將針對國民對營養健康的關注及對奶類製品日益增加的需求,繼續集中發展市場需求龐大及高增長潛力品類,打造高端、有機、低脂、減糖等營養健康品類的明星產品。渠道策略方面,蒙牛將繼續推進渠道下沉及「鎮村通」等策略,大力發展傳統電商、O2O到家、微信銷售及社群營銷等線上銷售渠道。此外,集團要成為國際化的蒙牛。

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