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思摩爾(6969.HK):上調醫療研發費用佔比至20% 料今年開放式霧化產品銷量穩健上升
阿思達克 03-21 12:24
思摩爾國際(6969.HK)副總裁兼首席財務官王貴升表示,目前公司現金流情況良好,相信未來可以穩定地向股東提供回報,以及進一步提高派息率。 他認為,去年受政策影響,令產品銷售變化,故業務出現短期內的下滑,但認為今年開放式霧化產品銷售增長表現,與去年升幅類近,維持穩健增長。 至於在投入研發費用方面,他表示,集團今年將有關電子尼古丁傳輸系統的佔比下降,並將醫療方面等研發費用佔比增至約20%水平,未來將會繼續保持類近增長。 副總裁王鑫表示,由於內地監管政策力度加大,令集團整體業務下半年出現跌幅,但認為市場於去年下半年消化及調整,半年過後,其政策不確定性已排除,對未來市場前景感樂觀。 副總裁兼封閉式事業群總裁韓紀雲表示,集團內地ODM業務份額跌逾一半,因去年政策影響,市場銷售情況仍在適應當中,料其業務佔比的下跌情況或維持至下半年,甚至全年。 他認為,未來會否調整價格,要視乎市場反應而定;另外,他表示,即使水果口味電子煙被禁止,但按中長期來看,仍看好煙草味等產品仍有潛力,惟顧客需時適應,料其銷售會繼續擴大,並不會違背全球趨勢。
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