維他奶(00345.HK):內地減價幅度已穩定 香港市場不會調整價格
維他奶國際(00345.HK)執行主席羅友禮在業績會上表示,內地市場面臨激烈的價格競爭,截至今年3月底止的下半年度,內地檸檬茶產品已減價10%至15%;惟目前價格已穩定下來,預告內地市場不會再減價,認爲公司產品已具備相當的競爭力,市場已達飽和程度,香港市場亦無意調整價格。
面對農夫山泉(09633.HK)等內地企業攻港,行政總裁陸博濤表示,過去一年半有更多優質且具備規模效應的內地品牌進軍本港,但公司在香港市場的地位穩固,雖然定價可能較高,但公司透過年度促銷、套裝等多種推廣策略以維持競爭力。陸博濤亦指出,內地今年首五個月環境較去年更具挑戰,但未見到競爭進一步侵蝕價格。
羅友禮表示,面對外圍環境挑戰加劇以及各產品類別增長放緩,新年度會透過擴大植物奶及即飲茶等核心產品類型的市場份額,維持各營運單位的業務規模和盈利能力,在通縮環境維持價格競爭力;而內地爲集團高度重視的市場。海外市場方面,會繼續推動澳洲和東南亞地區收入增長,上財年兩個市場的虧損已收窄,相信今財年將會持續改善。
對於資本開支,維他奶首席財務總監吳茵虹表示,過去十年資本支出較多是在於建廠,隨大規模的廠房已建成,預期短期內應該不會出現當時大的投資,惟長遠方向會是增長。陸博濤補充,今財年資本開支有機會略高於上財年。
另外,信置(00083.HK)主席黃志祥的胞弟黃志達,自去年10月透過楊協成等增持維他奶。羅友禮再回應指,楊協成爲何會買公司股票、乃至將來的做法,「呢個真系要問佢先知」,形容對方僅解釋買維他奶股票屬「長遠的投資項目」。
維他奶今年3月開展上市以來首輪迴購,羅友禮解釋,回購有助優化公司的資本結構,提升股東回報,亦都是符合公司長期策略和全體股東的利益。
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