You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
恆安(01044.HK)冀高端化策略可帶動利潤 料調整後電商銷售佔比提升
阿思達克 08-20 12:40
恆安(01044.HK)財務總監李偉樑出席業績發布會時表示,今年上半年公司毛利率有提升,一方面是由於木漿成本下降,預期木漿亦將維持在較穩定的低位,加上集團有約四個月的存貨,料下半年毛利率仍有改善空間。而在衛生巾及紙尿片方面,由於使用的是可用於製造口罩及相關醫護產品的石化原材料,故上半年成本相對有所提升,不過集團在相關層面採取高端化策略,所以毛利仍有提升空間。

針對市場下半年或現價格戰,他強調集團會保持價格穩定,但受惠木漿價格處低位,下半年有空間推促銷活動。

他指出,現時集團的電商銷售佔比約20%左右,而競爭對手則達25%左右的水平,主要因為過往公司電商銷售依賴B2B形式,故上半年作出了一些調整,透過旗艦店形式直接將產品銷售予終端消費者,冀數據可助集團更有效設計及研發產品,認為相關調整屬必須,而上半年「陣痛」過後長遠發展可更健康,料下半年電商銷售會有所提升。

他指出集團今年起因應疫情開始生產口罩,現時已有約30條生產線,日產能達300萬只,除供國內及香港使用外,亦有出口至歐洲,未來期望將醫護產品恆常化,除口罩外亦希望有其他如保護衣及膠布等的產品,認為相關產品屬高毛利系列,除歐洲市場外亦會探索東南亞的出口市場。(el/u) ~

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.
uSMART
Wealth Growth Made Easy
Open Account