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《蓝筹业绩》蒙牛(02319.HK)去年纯利35.3亿元人币跌14% 派每股末期息26.8分
阿思达克 03-25 08:06
蒙牛乳业(02319.HK)公布截至去年12月底止全年业绩,营业额760.35亿元人民币(下同),按年跌3.8%,纯利35.25亿元,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。

年内若撇除2019年处置的石家庄君乐宝乳业及2019年收购的Bellamy’s Australia (贝拉米)的业务收入,集团去年可比业务收入为750.031亿元,按年增长10.6%。虽然原料鲜奶价格有所上升,由於产品结构显着优化,集团毛利率按年轻微上升0.1个百分点至37.7%。

期内液态奶收入为677.51亿元,占整体收入的89.1%;冰淇淋收入为26.337亿元,占整体收入3.5%;奶粉业务收入45.73亿元,占总收入6%。

展望前景,在产品策略方面,集团於未来将针对国民对营养健康的关注及对奶类制品日益增加的需求,继续集中发展市场需求庞大及高增长潜力品类,打造高端、有机、低脂、减糖等营养健康品类的明星产品。渠道策略方面,蒙牛将继续推进渠道下沉及「镇村通」等策略,大力发展传统电商、O2O到家、微信销售及社群营销等线上销售渠道。此外,集团要成为国际化的蒙牛。

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