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信義玻璃(00868.HK)料今年浮法玻璃需求旺盛 整體供求關係正面
阿思達克 03-01 12:26
信義玻璃(00868.HK)行政總裁董清世在全年業績記者會上表示,由於國家限制產能及對碳排放等的要求,預期今年內地浮法玻璃產量將會微跌,加上去年全國房地產銷售面積按年仍有逾5%增長,在應用需要滯後六至十二個月的情況下,相信今年浮法玻璃需求旺盛,整體供求關係正面及樂觀。 他指,往年市場對浮法玻璃需求通常在農曆新年過後纔開始增加,但今年客戶在新春期間已大量購買浮法玻璃建立庫存,使年初銷售出乎預期。雖然作爲主要成本的能源及純礆價格持續走高,今年整體成本料會上升,但需求表現亦理想,目前說今年毛利會因成本增加而下跌是言之尚早。 對於內房銷售放緩會否影響浮法玻璃長遠需求,董清世認爲即使銷售放緩亦不代表玻璃需求會減少,因現時浮法玻璃應用範圍更加廣泛,除建築需求外家電傢俱亦可應用,環保節能要求也令房屋使用的玻璃件數增加。 另外,執行董事李聖根提到,2020年下半年至今國際運費持續上升,但集團汽車玻璃的海外銷售及毛利表現均穩定,現時手頭訂單達45日,因此運輸相關影響不大。
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