天寶集團(01979.HK)中期淨利同比增加100.0%至1.9億港元
格隆匯8月23日丨天寶集團(01979.HK)公吿，截至2021年6月30日止6個月收益較去年同期增加88.0%至33.16億港元。公司擁有人應占溢利較去年同期增加100.0%至1.9億港元。董事會已議決就截至2021年6月30日止6個月分派每股普通股5.7港仙的中期股息(2020年：每股普通股3.0港仙)。
2021年為中國"十四五"規劃元年，政府於期間積極推進經濟雙循環新格局，刺激消費，各類電子消費品需求殷切，帶動天寶高端智能快充及閃充產品的需求。此分部的良好表現亦同時反映了集團前瞻性的策略部署得宜。集團位於四川達州市的廠房，貼近客户的主要生產中樞，具備地理及物流優勢，包括兩家已深度合作中國前五大的知名智能手機生產商，加上期間達州市廠房的第二期擴產完成，提供了額外的產能，以致集團能緊握客户對高端智能快充、閃充產品需求提升市場機遇，受惠消費品電源業務分部客户訂單數量增加。
集團延續生產效益及成本控制的發展措施。在原材料的供應方面，集團自2020年末預視到原材料供應市場出現不穩，價格開始波動。為減輕此影響，天寶前瞻地與主要原材料供應商溝通，與其建立長期戰略合作關係，積極推行材料標準化，於本期間建立原材料戰略儲備。本集團亦與主要客户達成協議，接受天寶調整產品價格，以舒緩原材料價格上調對本集團的成本壓力。集團亦透過不斷提升生產自動化比例，以減少人工成本持續上升帶來的營商壓力，同時有助加強產品品質監控及整體生產效益。以致本期間毛利在原材料供應不穩的情況下仍能保持增幅。
為配合業務持續發展及客户訂單需求，集團致力於建立靈活及全球性的生產佈局，同時可減輕地緣政治不穩帶來的影響。海外產能方面，除匈牙利擴充廠房外，越南生產基地已經於2021年第二季度正式量產，並按照計劃持續添置生產線，目前越南當地擴產計劃正在進行中，預計2021年下半年能提供額外產能，以滿足客户訂單需求及有助本集團分散地緣政治不穩帶來的影響。國內產能方面，四川達州市第二期擴產計劃已如期完成，以配合客户發展。與此同時，位於惠州工業園數碼化智能工廠的建設目前正妥善推進，預期2022年內開始啟用。
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