《藍籌業績》恆安國際(01044.HK)半年純利18.6億人民幣跌17.7% 中期息1元人民幣
恆安國際(01044.HK)公布截至今年6月底止中期業績,純利18.6億元人民幣(下同),按年跌17.7%;每股盈利1.574元。派中期息1元,上年同期派1.2元。
上半年集團收入99.74億元,按年跌8.7%,其中紙巾業務銷售收入46.97億元,跌12.2%,衛生巾業務銷售收入跌6%至約30.3億元,紙尿褲業務銷售收入跌14.2%至約6.2億元,其他收入及家居用品業務收入亦跌0.4%至16.28億元。
公司指,由於紙巾企業均加大促銷優惠,加劇行業競爭及試圖搶佔疫情後帶來的機遇,集團亦需同步加大促銷力度以保持在市場的競爭力,使紙巾毛利無可避免地受到影響,拖累期內整體毛利率由44.1%降至39.4%。
展望下半年,由於目前難以預測木漿價格走勢,而由於集團在今年以年採購的比去年高成本的木漿預計會於下半年反映在紙巾的成本上,預計木漿價格上升的負面影響將於下半年反映,令下半年整體毛利水平持續受壓。(el/a) ~
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