維他奶(00345.HK):內地銷售恢復勢頭在10月至11月持續
維他奶國際(00345.HK)截至今年9月底止中期純利3,280.4萬元,按年跌95.1%。集團行政總裁陸博濤在網上業績會議中表示,內地市場在7月至9月期間大部分時間產品未有充份上架及投放廣告,導致銷售表現在暑假旺季受到重大影響,但集團在9月能夠將貨品重新上架,在中秋國慶假期及開學後,銷售渠道恢復了一定程度上的銷售,勢頭似乎在10月和11月持續。
陸博濤指,農曆新年即將來臨,集團可以投放廣告以及推動貨架銷售,連同創新產品,相信對業績表現有強大刺激作用,相信7月至9月期間的挑戰屬於短期,中國內地將會繼續成為集團最大市場。
陸博濤說,原材料大豆和糖的價格已經上漲,預計原材料價格會在未來2至3年持續上升,但集團已為今個財政年度的生產進行了採購,因此期內不需要就此調整價格。其他競爭對手同樣要面對原材料價格上升的問題,集團會透過創新和有需要時候調整價格以維持利潤,相信行內競爭者面對的成本壓力更多。
陸博濤說,過去10年資本開支較高,隨著投資見效,部分地區能夠在不增設廠房的情況下增加產能,相信未來資本開支會減少,另外電子商貿會繼續成為集團重要業務。
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