《盈警響號》中國聖牧(01432.HK)料上半年純利按年跌最多91%
中國聖牧(01432.HK)發盈警,預期上半年純利介乎2,000萬至2,400萬元人民幣(下同),按年減少約89%至91%;現金EBITDA介乎3.6億至3.75億元,按年減少約20%至23%。
公司指出,期內溢利減少主要由於國內乳製品消費疲弱導致原料奶市場售價下行,同時大宗原材料價格仍相對處於高位,對報告期間的銷售成本造成壓力,因此,集團原料奶的毛利額較去年同期減少約9,000萬至9,500萬元;及生物資產公平值減銷售費用之變動產生的虧損較去年同期增加超過8,000萬元,主要歸因於集團主動淘汰低效牛隻以改善優質乳牛群結構,所淘汰牛隻數量比去年同期增加;原料奶市場售價下行、飼料成本居高不下以及牛肉市場價格下降等因素,導致生物資產公平值減銷售費用之變動產生的虧損增加。
此外,公司指其核心業務發展穩固且堅韌,報告期間的牛群規模及質量、單產、總產奶量、原料奶銷售收入均錄得令人鼓舞的增長,尤其在成母牛單產方面,創公司歷史新高,按年提升約3.9%。
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