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玖龍紙業(02689.HK):市場仍存不確定性 加價上會較審慎
阿思達克 09-25 13:08

玖龍紙業(02689.HK)董事長張茵在業績發布會上表示,銷量在8至9月份開始轉旺,上半年表現疲弱主要是中美貿易戰影響心理因素所致,而及至8月份市場已開始消化貿易戰的影響,因此訂單恢復至正常情況。

她又指,中美貿易戰會對公司的盈利有影響。由於不知道中美貿易戰何時結束,公司在今年開始已轉至內銷,並非只靠出口。她樂見現時中國的消費能力提升,補足了貿易戰的影響。未來會密切關注中美談判的結果,由於市場仍有不確定性,因此在加價上會較為審慎。

財務總監張元福指,2018至2019財年受到貿易戰影響而增加的關稅支出涉及6.5億元人民幣,料隨著明年進口廢紙愈來愈少,關稅開支有望下降至不多於3億元人民幣。從美國進口廢紙的比例估計會從今年的25%下跌至明年的15%。

他又指,公司的匯兌虧損主要在經營及貸款兩方面,公司的應對方法是透過調整外幣組合作對沖,並有意減少外幣貸款,提高人民幣借貸,期望在2020年相關比例能夠由現時的52%提升至60%。

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