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南方錳業(01091.HK)中期扭虧為盈至2210萬港元
格隆匯 08-20 19:18

格隆匯8月20日丨南方錳業(01091.HK)公吿,於2021年上半年,收益為42.28億港元,同比增加99.2%。母公司擁有人應占溢利為2210萬港元(2020年上半年:虧損810萬港元),扭虧為盈;母公司普通股權益持有人應占每股盈利0.0064港元。

由於鋼鐵業為公司主要的下游工業,其對公司的產品需求大部份來自於中國的消耗量。由於中國在2020年的初期時段已成功遏制COVID-19的傳播並且恢復了其工業生產,故此與其他受到疫情影響較大的國家相反,對中國產品的需求卻有大幅增長。

此外,因中國政府提倡雙循環戰略,加上自2020年下半年起中國國內消費量增加及汽車業復甦,因此進一步刺激了經濟增長。公司的電解金屬錳產品於2020年12月市價大幅上升的情形已延續到2021年,而該需求側勢頭於2021年上半年一直持續。因此,公司的電解金屬錳產品於2021年上半年的平均售價大幅增加51.7%至每噸16,233港元(2020年上半年:每噸10,700港元)。

於2021年上半年,電解金屬錳產品的毛利率增加11.1%至26.5%(2020年上半年:15.4%),及於2021年上半年,電解金屬錳產品的毛利貢獻增加146.1%至343.7百萬港元(2020年上半年:139.7百萬港元)。

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