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信義玻璃(00868.HK)料下半年浮法玻璃售價將繼續上升 高於成本增幅
阿思達克 08-03 12:05
信義玻璃(00868.HK)中期毛利率創新高,按年上升18.8個百分點至53%,當中浮法玻璃毛利率更增長逾30個百分點至55.3%。 主席兼執行董事李賢義指,工信部針對水泥玻璃行業產能置換實施辦法已於日前實施,玻璃產能維持緊張,加上國家提倡「碳中和」概念,對建築要求日漸提高,下遊需求強勁,浮法玻璃售價因此持續上升。他表示看好行業走勢,在供需緊張情況持續下,預期浮法玻璃價格將繼續走強。雖然季節性因素或令冬天價格出現波動,但相信下半年價格將高於上半年,價格升幅亦會高於成本上升幅度。 談及主要原材料純礆及天然氣成本,李賢義指出公司與國內大型供應商有長期直接合作關係,價格上有作協商,成本穩定性較高,壓力也較同業小。
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