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恒安(01044.HK)冀高端化策略可带动利润 料调整後电商销售占比提升
阿思达克 08-20 12:40
恒安(01044.HK)财务总监李伟梁出席业绩发布会时表示,今年上半年公司毛利率有提升,一方面是由於木浆成本下降,预期木浆亦将维持在较稳定的低位,加上集团有约四个月的存货,料下半年毛利率仍有改善空间。而在卫生巾及纸尿片方面,由於使用的是可用於制造口罩及相关医护产品的石化原材料,故上半年成本相对有所提升,不过集团在相关层面采取高端化策略,所以毛利仍有提升空间。

针对市场下半年或现价格战,他强调集团会保持价格稳定,但受惠木浆价格处低位,下半年有空间推促销活动。

他指出,现时集团的电商销售占比约20%左右,而竞争对手则达25%左右的水平,主要因为过往公司电商销售依赖B2B形式,故上半年作出了一些调整,透过旗舰店形式直接将产品销售予终端消费者,冀数据可助集团更有效设计及研发产品,认为相关调整属必须,而上半年「阵痛」过後长远发展可更健康,料下半年电商销售会有所提升。

他指出集团今年起因应疫情开始生产口罩,现时已有约30条生产线,日产能达300万只,除供国内及香港使用外,亦有出口至欧洲,未来期望将医护产品恒常化,除口罩外亦希望有其他如保护衣及胶布等的产品,认为相关产品属高毛利系列,除欧洲市场外亦会探索东南亚的出口市场。(el/u) ~

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