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錦興國際控股(02307.HK)中期扭虧為盈至3951.9萬港元
格隆匯 08-23 19:29

格隆匯8月23日丨錦興國際控股(02307.HK)公佈,截至2021年6月30日止6個月,集團實現收益20.36億港元,同比增加26.48%;公司普通股本持有人應占淨利3951.9萬港元,去年則虧損3786.2萬港元,扭虧為盈;每股基本淨利4.5港仙,不派中期股息。

儘管需求有所增加,行業於期間因供應鏈不穩定而面臨結構性挑戰。中國與西方國家間的政治關係愈趨緊張,導致若干中國企業受制裁及禁運,使棉紗等主要原材料的供應受影響。紡織及成衣行業廠商加緊從印度及巴基斯坦等其他市場採購材料,然而該等市場受2019冠狀病毒病疫情所影響,導致供應減少,原材料價格因而大幅上升。

此外,由於多個國家及地區採取封城及社交距離措施令集裝箱出現短缺,生產商為向客户準時交付訂單而產生額外成。再者,於期間內,2019冠狀病毒病出現變種病毒,令多個地區的疫情反彈,重創多個東南亞國家。近年,柬埔寨及越南等東南亞國家成為紡織及成衣生產的重要樞紐,然而新一波疫情導致眾多生產廠房暫停生產,進一步對供應鏈的上游造成壓力。整體而言,與2020年相比,市場於2021年上半年的表現有所改善。

然而,由於2019冠狀病毒病疫情、供應鏈壓力及地緣政治關係惡化帶來的影響持續,行業面臨眾多不明朗因素,營商環境挑戰重重。市場整合持續,預期市場仍須一段更長時間方可全面恢復至疫情前的水平。

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