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维达(03331.HK)毛利率受惠木浆价格走势料续维持高水平
阿思达克 07-18 13:32

维达(03331.HK)行政总裁麦焘表示,与去年下半年比较,上半年公司毛利率提升至28.1%,他认为主要是受惠木浆价格下降等因素,另外其产品组合对木浆价格的敏感度亦较低,相信在众多因素影响下毛利率可维持高水平,但增长未必如上半年般强劲。

在木浆价格方面,他指出木浆成本向下主要因为需求疲弱等因素,但认为价格已接近低位,有些厂商正以成本价销售,所以认为价格不会再明显降低。他透露由於公司需考虑运输时间等问题,所以拥有三至四个月的木浆库存,相信仍能受惠於木浆价格优势。

他补充,木浆生意难做且需要较大资本投入,所以已决定不会直接投资相关范畴,加上公司与供应商有很好的关系,相信未来供应仍有保障。

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