恆安國際(01044.HK)中期純利達18.60億元 擬派中期息每股1元
格隆匯8月18日丨恆安國際(01044.HK)公佈截至2021年6月30日止6個月的中期業績,期內集團收入為99.74億元人民幣(單位下同);毛利為39.31億元,毛利率為39.4%;經營利潤為25.41億元,公司權益持有人應占利潤為18.60億元;每股基本收益1.574元,宣派中期股息每股1.00元。
2021年上半年,集團積極發展電商業務及拓展新零售市場,以抓緊在疫情後的國內消費新環境帶來的商機。期內,集團除了在電商銷售(包括零售通及新通路)佔比進一步提升至約20.1%(2020年上半年:17.6%),其他新銷售渠道發展(包括線上到線下(O2O)平台,社區團購等)亦取得良好的進展,其銷售佔整體銷售比例逐步提高。與此同時,為迎合消費者對產品質量提高的需求,集團一直致力發展高端化產品及優化產品組合,務求為大眾提供多元化及安全可靠的產品。其中,於2020年正式推出的高端衞生巾系列“Space7”於期內銷售反應持續熱烈;於2020年下半年正式推出的高端紙巾系列“雲感柔膚”獲得市場的正面迴響,致其銷售佔比顯著提升;升級高端紙尿褲“Q•MO”系列的銷售也實現雙位數的同比增長。
回顧期內,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。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。
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