恆安國際(01044.HK):木漿成本增毛利率料受拖累 冀透過高端化、控制促銷費用應對
恆安國際(01044.HK)財務總監李偉樑在業績發布會上表示,雖然木漿價格最近走勢有所回落,但下半年大部分紙巾企業仍面對木漿價格成本提升的影響,無可避免拖累紙巾毛利率,集團將繼續關注原材料價格,應對潛在風險。
他透露會盡可能視乎市場及競爭情況,透過控制促銷費用、產品高端化等,抵銷木漿升勢帶來的影響。被問及會否加價轉嫁成本,李偉樑指公司過往即使在木漿價格上行時亦無加價,強調產品價格已反映了其設計、質量及檔次等,面對成本壓力通常只會透過減少促銷應對。
他指出公司在衛生巾方面有很好的品牌定位,雖然上半年出現短期性下跌,但仍保持價格穩定,他表示將採取產品升級的策略,推動產品高端化。在紙尿片方面,公司亦有採取高端化策略,並調整、清理舊產品,冀以優質、升級產品替代舊產品,此外恆安亦有擴張電商等的渠道,冀紙尿片可盡快於明年呈健康增長。
他續指今年5月於股東會上已獲授權適當回購,上半年恆安亦已回購880萬股,下半年會視乎股價、資金使用情況等決定是否回購。
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.