恆富控股(00643.HK)預計上半年錄得大幅擴大的淨虧損約3000萬港元
格隆匯8月20日丨恆富控股(00643.HK)公佈,集團預期截至2025年6月30日止六個月錄得大幅擴大的淨虧損約3000萬港元,而截至2024年6月30日止六個月的虧損則約爲1200萬港元。
該等業績主要歸因於:(a)收益大幅下跌約70%,主要由於來自美國及歐洲主要客戶的訂單量顯著減少(主要由於客戶的採購策略變動),加上宏觀經濟阻力擴闊;(b)集團毛利率下跌,乃由於(i)儘管我們策略性轉移至東南亞,但供應鏈及分包商定價持續承受通脹壓力;及(ii)利潤率較高的童裝銷售量減少;及(c)鶴山設施的閒置成本影響,鶴山設施於2024年5月完成現有生產訂單後並無處理集團的任何進一步生產訂單。
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