中國澱粉(03838.HK)上半年純利升45.3%至1.49億元
格隆匯8月20日丨中國澱粉(03838.HK)披露截至2021年6月30日止6個月的中期業績,期內集團實現收入56.99億元人民幣(單位下同),同比增長48.0%;毛利3.93億元,同比增長37.9%,毛利率由上年同期的7.4%降至6.9%;公司擁有人應占利潤1.49億元,同比增長45.3%;每股基本及攤薄盈利0.0249元,不派中期股息。
於回顧期間,集團在玉米澱粉及其相關副產品的生產及銷量錄得大幅增加。中國政府針對COVID-19疫情實施嚴格控制措施,幫助各省份恢復業務活動。國家糧食儲備減少玉米粒的供應及生豬養殖業的強勁市場需求為玉米粒及其衍生產品的價格提供支持。因此,集團調整產品售價以反映玉米粒的成本增加。
於回顧期間,玉米澱粉的市場價格大幅高於其替代產品木薯粉。這一趨勢影響了海外市場的產品競爭,而玉米澱粉主要於國內市場分銷。玉米蛋白粉受益於海外及國際市場的強勁需求。
於回顧期間,集團玉米蛋白粉的出口銷售錄得顯著增加。由於(i)國內經濟活動復甦,(ii)生豬養殖業對賴氨酸產品的強勁需求,及(iii)餐飲業對澱粉糖進行收儲,該業務板塊的業務表現受到積極影響。該等產品的需求容易受市場影響,須採用複雜的技能來監察及預測市場需求。
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