東江環保(00895.HK)預計中期淨虧損上升28.69%–23.67%
格隆匯7月9日丨東江環保(00895.HK)公吿,公司預計2024年1月1日至2024年6月30日歸屬於上市公司股東的淨虧損:25,600萬元–24,600萬元,虧損較上年同期上升:28.69%–23.67%。預計扣除非經常性損益後的淨虧損:27,000萬元–26,000萬元,虧損較上年同期上升:27.86%–23.12%。
2024年上半年,受外部需求、行業競爭等多重因素影響,危廢市場繼續下行。報吿期內,公司各類廢物平均收運價格同比仍有下降,同時受上游金屬價格上升但暫未傳導至下游產品端等因素影響,公司無害化、資源化、稀貴金屬回收利用三大主營業務利潤空間繼續承壓,毛利率水準仍維持在較低水準。雖然二季度公司繼續虧損,但虧損幅度已經收窄,且虧損主要來源於攤銷折舊,公司的經營基本盤保持穩固。
面對嚴峻的行業及經營形勢,公司新經營班子在認真分析公司經營情況的基礎上,運用極限思維變革破局、全力求變,迅速形成“三極四強”經營理念和措施,以“強考核、強約束、強激勵、強容錯”為抓手,努力做實“極速增效、極限降本、極快轉型”三篇文章。隨着國內持續加大宏觀調控力度,資源循環經濟支持政策不斷出台,公司將在經營好主業的基礎上尋找新的轉型發力點,為公司下一步高品質發展積蓄力量。
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