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H&H國際控股(01112.HK)中期總收入同比錄得約中單位數增幅(按同類比較基準)

格隆匯7月4日丨H&H國際控股(01112.HK)公告,截至2025年6月30日止6個月,按同類比較基準,集團總收入較去年同期錄得約中單位數增幅,主要受所有業務分部(包括成人營養及護理用品、嬰幼兒營養及護理用品以及寵物營養及護理用品)的增長所帶動。

截至2025年6月30日止6個月,按同類比較基準,成人營養及護理用品分部錄得中單位數收入增幅,主要受該分部於中國內地的雙位數增幅及其他擴張市場的持續強勁增長所帶動。該分部的持續增長主要受消費者對美容、抗衰老及排毒產品日益增長的需求,以及本集團創新品類(如Swisse Plus+系列、Little Swisse系列、Smart Melts系列及Swisse Magnesium Glycinate)的持續增長所帶動。憑藉其於電子商務的領先地位,Swisse現時於中國內地整體維生素、草本及礦物補充劑市場中穩居第一。

於2025年618線上購物節期間,Swisse的商品成交總金額實現可觀增長,在營養補充品品類中雄踞天貓、京東、抖音及唯品會等各大電商平臺榜首。成人營養及護理用品分部的收入增長亦受集團於亞洲擴張市場(包括中國香港、泰國、馬來西亞、印度及中東)的強勁銷售增長所帶動。

截至2025年6月30日止6個月,嬰幼兒營養及護理用品分部收入重拾增長勢頭,錄得低單位數按年增幅。於嬰幼兒營養及護理用品分部,嬰幼兒配方奶粉銷量錄得高單位數按年增幅,原因是本集團按照策略重點持續獲得新消費者(尤其是於電子商務及嬰幼兒專賣店渠道)及擴大市場份額。Biostime於中國內地超高端嬰幼兒配方奶粉分部繼續搶佔市場份額,由去年的13.0%增長至截至2025年5月的15.8%。值得注意的是,集團1段及2段嬰幼兒配方奶粉維持強勁增長勢頭,於2025年618線上購物節期間錄得商品成交總金額103%增幅。

截至2025年6月30日止6個月,嬰幼兒益生菌及營養補充品的收入錄得雙位數按年降幅。該降幅主要由於中國內地藥房渠道的補充品業務面臨客流量持續減少及全行業挑戰所致。然而,該品類於中國內地的線上銷售額依然保持低單位數增長。

截至2025年6月30日止6個月,按同類比較基準,寵物營養及護理用品分部較去年同期錄得高單位數收入增長,原因爲集團持續得益於寵物營養品高端化日漸盛行、寵物擬人化趨勢以及寵物數量日益增加。高毛利的寵物補充品分部持續錄得低至中雙位數穩健收入增長。

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