陽光紙業(02002.HK)預期中期溢利下降約55%至65%
格隆匯8月8日丨陽光紙業(02002.HK)發佈公吿,公司預期截至2025年6月30日止六個月公司及其附屬公司擁有人應占的溢利較2024年同期預期錄得下降介於約55%至65%。
業績倒退主要是由於i)紙品售價下降,導致收入及毛利下降;ii)增值税金額下降,導致公司無條件政府補助下降;iii)中國房地產市場低迷,導致陽光王子(壽光)特種紙有限公司(截至2024年6月30日入賬列為公司的合營企業,但截至2025年6月30日成為公司的全資子公司)營業虧損加劇;及iv)按公允價值計入損益的金融資產公允價值虧損。董事會認為集團的整體財務狀況及營運維持良好穩健,且對集團的長期增長及發展保持樂觀。
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