《公司專訪》藍月亮(06993.HK):推更多洗衣液以外產品 冀未來毛利率保持60%以上
藍月亮(06993.HK)執行董事、首席財務官兼公司秘書潘國樑接受本通訊社專訪時表示,原材料價格自去年第四季至今年首季持續上升,公司除了在包裝設計著手,例如把產品外殼由硬膠轉為軟膠,亦推出更多洗衣液以外的產品。與衣物清潔產品63%毛利率相比,去年個人清潔及家居清潔產品毛利率分別達68%和70%,相信有助帶動未來整體毛利率保持60%以上。
目前藍月亮衣物清潔產品佔總營收高達80%。投資者關係總監羅潤瑜表示,去年受疫情影響,消費者減少外出和追求強調消毒功能的產品,令洗衣液收入受壓。面對與對手的洗衣液市佔率差距縮小,她認為是良性競爭,考慮到內地消費者需要和安全性等因素,公司不會因此轉而開發洗衣凝珠,但會推出功能性產品滿足消費者不同需求,例如內衣專用洗衣液。
她預計,未來衣物清潔護理類收入佔比將降至70%。不過由於內地洗衣液滲透率目前只有44%,濃縮洗衣液更只有9.6%,對比起歐美國家仍有很大發展空間,相信市場規模增加後亦能帶動衣物清潔營收增長。另外,她提到,集團最近亦開拓服務收入,提供手機應用程式預約上門服務,使用藍月亮產品幫助客戶清潔家電,反應十分理想。
銷售渠道方面,羅潤瑜指,集團希望未來線上和線下銷售佔比各佔50%。而以往65%產品收入來自一、二線城市,面對近年渠道下沉,集團亦加強三至五線市場拓展,去年底經銷商數量約1,400個,今年希望增加至1,800個,最終目標為2,100個。
她表示,目前藍月亮有50多款新產品儲備,計劃每年推出5至10款新產品。另外,公司暫無併購計劃,未來不排除收購原材料供應鏈的上下游經銷商,以進一步控制成本。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.