思摩爾國際(06969.HK)料短期內中國業務收入仍面對壓力
思摩爾國際(06969.HK)副總裁兼首席財務官王貴升表示,上半年歐洲業務貢獻有所提升,主要是由於歐盟對尼古丁傳輸系統的取態較為正面,同時大客戶亦正積極將業務拓展至更多國家,公司產品有差異化及競爭力,帶動期內業務收入提升42.1%,預期未來歐洲區業務增長速度持續較快。
中國市場方面,王貴升指,上半年行業內各參與者都在專注於申請許可證及評審,產品在種類及口味上有所限制,因此公司業務收入在去年同期較高基礎下,錄得40.1%跌幅。但他預期現時中國已進入一個較為有序及健康的市場環境,當局監管方針趨向穩定,具長期可持續性,相信雖然短期內收入有一定壓力,但長遠發展上有信心。
公司今年上半年經調整後淨利按年下跌51.7%,他解釋主要為外部因素疊加的短期影響,對未來長期盈利成長有信心,期內在各市場的佈局進展亦良好。中期派息每股10港仙,他透露,公司未來有意維持相對穩定派息比率。
年初公司已規劃全年研發投入預算為16.8億元人民幣,其中上半年研發費用達6億元人民幣,佔收入比重提升至10.7%。他表示,為未來成長提前做好準備,上半年持續增聘人才、投放資源提升IT系統,以及於海外市場加強拓展,將繼續探索霧化技術在各領域的應用。
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