萬洲國際(00288.HK)料今年中國生豬價格先低後高
萬洲國際(00288.HK)首席執行官郭麗軍預計,今年中國、美國、歐洲生豬價格走勢不一。中國生豬價格上半年低下半年高,全年整體豬價會低過2020年。而美國今年生豬出欄量減少,料生豬價格較去年低。至於歐洲由於面臨非洲豬瘟、糧食價格上升、戰爭等影響 ,今年生豬價格會較上年提高。
管理層在電話會議上指,近期大宗商品上漲對經營帶來影響,公司會透過不同措施應對,當中包括對衝和儲備平抑成本,以及調整銷售價格,轉移成本壓力。至於近期內地疫情亦影響進出口貿易,包括船期延長、清關報檢費用增加等,但整體運作仍然正常。雖然今年面臨挑戰,但經過數年企業整頓,如產品結構調整,預計中國、美國、歐洲今年經營的規模和盈利將保持穩步增長。
回購方面,管理層指,去年斥150億元回購約13%股份,未來還沒有增加回購計劃。
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