中国稀土(00769.HK)中期业绩成功转亏为盈至1393.9万港元
格隆汇8月28日丨中国稀土(00769.HK)发布中期业绩，截至2019年6月30日止6个月，公司实现收入4.39亿港元，同比增长1%；毛利4297.8万港元，同比增长133.5%；公司拥有人应占盈利1393.9万港元，上年同期亏损1137.2万元；基本每股收益0.60港仙 ；不派中期股息。
2019年上半年，集团整体收入约为4.39亿港元，和去年同期基本相若。其中，稀土分部的收入微增约2%至约2.84亿港元，占集团总收入约65%。而耐火材料分部的收入约为1.55亿港元，和去年同期相差无几，占集团总收入约35%。回顾期内，集团整体录得毛利率约10%，较去年同期的约4%有所改善。期内净溢利约为1409.5万港元，相对2018年同期的净亏损约1168.2万港元，成功转亏为盈。
上半年，集团来自稀土分部的收入和去年同期相若，然而销售数量却比去年同期减少约三成至约500吨。 今年上半年，江苏宜兴市政府开始实施《江苏省太湖水污染防治条例》相关修订的要求。集团的稀土产品生产线正位于太湖边上，故管理层对有关要求更加重视。为配合全市污水排放管道的铺设安排，集团稀土产品的生产亦作出重新规划。加上回顾期内稀土矿材供应紧张，以及全国稀土生产指令性计划的严格执行，集团继续减少自家产品的生产，客户需求的大众化产品主要以外购贸易来满足。集团基本上集中于生产高端产品，如特殊粒度大小的氧化物，继续支持国家推动稀土向高增值产业发展的政策。
现时集团销售的稀土元素主要以应用在磁性材料上的为主，如镨、钕、铽和镝等。其中属于中重稀土元素的产品如氧化铽和氧化镝于回顾期内的平均售价较去年同期上升约一成半及四成半。在积极控制成本下，集团成功将该分部扭亏为盈。期内集团稀土分部的毛利率约为5%。承接2018年，集团于回顾期内的稀土市场仍然以中国为主，占分部收入约96%，其他如日本、欧洲等占余下的约4%。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
