廣南(集團)(01203.HK)年度綜合收入增15%至119.79億港元 末期息每股2.5港仙
格隆匯3月21日丨廣南(集團)(01203.HK)公佈年度業績,截至2024年12月31日止年度,集團綜合收入119.79億港元,較2023年的103.86億港元,增加15.93億港元,增加15%。綜合股東應占溢利為1.41億港元,較2023年的0.66億港元增加114%。每股基本盈利15.51港仙,較2023年的7.26港仙增加114%。
公司董事會建議派發2024年度末期股息每股2.5港仙,上升25%。上述2024年度末期股息,如獲公司股東於股東周年大會通過,將於2025年7月18日派發。
食品生物業務方面,集團立足新發展階段,貫徹新發展理念,加快產業佈局,做強做優做大食品生物業務。集團重點把握食品生物發展機遇,以立足於粵港澳大灣區「菜籃子」市場為核心,將進一步鞏固屠宰業務的發展基礎,並投資建設「畜禽養殖-屠宰加工-冷鏈配送-生鮮行銷」一體化的產業鏈經營平台;探索新賽道發展,由屠宰向品牌肉銷售轉型,進入食品分割加工領域,培育新的利潤增長點;推動廠銷分立,建立多層次銷售網絡體系,探索電商、食品新零售等新型商業模式,實現生鮮產品全鏈條經營的跨越式發展;加大業務數字化改造投入,優化業務流程,降低經營成本,打造食品全鏈條溯源系統;以市場需求為導向,以科技創新為支撐,加快轉變食品產業發展方式,優化產業結構佈局,提升食品生物業務的綜合生產服務能力與核心競爭力。
新投資項目及運營方面,2024年集團與佛山市南海區夢裏水鄉置業投資有限公司簽訂合作協議,成立項目公司投資建設及運營裏水屠宰場項目,打造集屠宰、加工、冷鏈配送及銷售為一體的綜合性現代農業企業。同時,集團繼續擴展在港零售終端網絡,豐富蔬果產品銷售種類,進一步擴大零售業務規模,提升產品品牌知名度。
養殖聯營公司方面,2024年中國內地生豬行業整體形勢有所改善,儘管年初面臨價格低迷和養殖成本上升的挑戰,但隨着市場供需變化,豬價在二季度觸底回升,生豬養殖成本因飼料價格回落和養殖效率提升而下降,行業盈利狀況顯着改善,集團其中一間聯營公司2024年亦實現扭虧為盈。
馬口鐵業務方面,集團堅持以客户為中心,圍繞創新驅動發展,持續提高集團產品品質、工藝及技術的核心競爭力,打造成為客户最可靠的馬口鐵供應鏈服務商。對標行業標杆,瞭解客户運營情況,充分滿足客户需求。做大內地業務規模,同時通過參展、拜訪等方式加大力度開拓海外新客户,確保產能規模發揮。堅持盈利為導向的行銷策略,整合資源提升馬口鐵產能利用率,把握經營走勢分析,優化業務結構。持續關注市場行情,提升預判能力,科學調節物資採購節奏,有效應對大宗商品價格波動帶來的負面影響。
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