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港股異動丨無視發盈警,蒙牛大漲超11%
格隆匯 02-19 09:54
蒙牛乳業(2319.HK)盤初拉昇大漲超11%,報17.38港元,股價創去年12月底以來新高。消息面上,公司發盈警,預期年度純利將約爲5000萬至2.5億元人民幣,同比減少94.8%至98.96%。由於原奶供需矛盾突出、消費需求不及預期,預期年度總收入同比有所下降,不過受惠於原奶價格下降,及各種提質增效措施,預期毛利率及經營利潤率明顯提升。蒙牛表示,集團附屬公司貝拉米預計將錄得虧損。經審慎考慮貝拉米近年來的經營狀況和財務表現並結合對未來市場的預期,預期會在本年度對相關現金產生單位錄得的商譽及相關無形資產進行減值撥備,在考慮上述減值撥備及其他相關遞延所得稅影響後,對集團業績影響約爲38億元至40億元。另外,聯營公司中國現代牧業(1117.HK)預計將錄得額外乳牛公平值變動減乳牛銷售成本產生的虧損以及商譽減值虧損合共約爲19億元至23億元,因而錄得淨虧損約13.5億至15.5億元,因此導致公司預期相應錄得應佔該聯營公司虧損約爲7.9億至9億元。蒙牛表示,若剔除上述預期減值,公司擁有人應佔利潤同比仍然穩健。(格隆匯)

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