中國稀土(00769.HK):上半年股東應占虧損6032.8萬港元
格隆匯8月30日丨中國稀土(00769.HK)發佈公吿,截至2024年6月30日止六個月,實現收益2.94億港元,同比減少21.8%;毛虧為4317.5萬港元,上年同期毛虧為9176.2萬港元;公司擁有人應占虧損6032.8萬港元,上年同期公司擁有人應占虧損1.29億港元;基本每股虧損2.58港仙。
期內,稀土分部銷售額錄得約2.71億港元,較去年同期減少12%。分部虧損約3715.5萬港元,較去年同期減少66%。稀土產品的銷售數量較2023年上半年下跌約四成至約200噸。平均銷售單價較去年同期下跌。主要稀土銷售產品如氧化鏑、氧化鋱及新產品氧化鐠汝三項產品共佔稀土分部的整體銷售77%。當中氧化鏑和氧化鋱銷售單價隨市況波動而分別減少9%及45%。
期內,中國市場的稀土價格整體呈下行趨勢。由於市場供需不平衡,房地產行業不景氣影響需求,短期內價格維持在低位。期內,集團的稀士業務運作模式繼續以貿易加工為主。受各項因素影響,2024上半年稀土行業仍具挑戰,期內稀士分部毛虧率約15%。地域市場分佈方面,中國內銷市場佔稀士產品總收入的比例約98%。日本及其他海外市場佔餘下的約2%。
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