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安道麥A(000553.SZ):預計半年度虧損5400萬元-1.08億元

格隆匯7月14日丨安道麥A(000553.SZ)公佈,預計半年度虧損1.08億元–5,400萬元,扣非虧損1.77億元–1.23億元。得益於第二季度銷售額的同比增長,公司預計2025年半年度銷售額將與2024年同期持平(以人民幣計算+1%,以美元計算0%)。今年上半年銷售額企穩,主要得益於渠道庫存改善帶來銷量增長,抵消了同期價格走低的不利影響。而價格疲軟的主要原因是原藥價格因供過於求而處於低位;以及海外市場普遍高息,大宗農產品價格相對低迷,導致經銷商及農民承受壓力。公司預計2025年半年度EBITDA及其利潤率較2024年同期將實現同比增長。EBITDA及其利潤率改善的原因是毛利與毛利率雙雙提升,主要反映出存貨成本降低和銷量同比增加產生的積極影響。公司預計2025年半年度列報淨虧損將同比減少到1.08億元至5,400萬元之間,2024年同期虧損8.95億元。公司同比減虧的主要原因是營業利潤同比增加,稅項費用同比減少,且超過了財務費用增加的影響。

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