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葉氏化工(00408.HK)料今年塗料業務毛利率升幅明顯
阿思達克 04-12 15:16
葉氏化工(00408.HK)行政總裁葉鈞表示,完成出售51%溶劑業務的實際權益,並與太盟達成戰略合作關係,進軍溶劑上游醋酸市場,斥約18億元人民幣在湖北建設的新廠房,預料於2025年底前投產,年產達到60萬噸,屆時或推動醋酸業務毛利率提升2至3個百分點。 至於其他核心業務塗料和油墨,葉鈞指,將聚焦裝修市場的建築塗料,招展內地高質量的銷售網絡及發展高端產品。雖然內地房地產市場受壓,但公司建築塗料八成生意來自裝修市場,只有兩成來自一手樓市場,因此對一手樓市場依賴度較低,預料疫情後二手樓和商業裝修市場需求將逐漸回暖,加上產品比例改善,相信今年塗料業務毛利率會有較明顯的升幅。另外,他指會開發新型油墨提高競爭力,並物色併購機會。
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