維達(03331.HK):現有木漿庫存仍可為毛利帶來正面影響
維達國際(03331.HK)公布截至6月底止中期業績,毛利率錄37.4%,按年下跌1.1個百分點。行政總裁李潔琳表示,為避免疫情影響,於木漿價格較低時候有增加存貨,減低成本壓力,令期內毛利率維持較高水平,預期現有木漿庫存仍可為未來毛利帶來正面影響,下半年成本結構具可預見性。
對於木漿價格走勢,她指出過去幾個月成本價格升幅較快,近日錄得相當幅度回落,但仍處於較高水平,認為下半年價格受多方因素影響,難以預測,就成本波動會以調整促銷幅度、控制費用開支等措施應對。
公司並計劃進一步改善產品組合,她透露,未來產品研發大部分圍繞高端產品,預期高毛利及高端產品佔比會繼續提高,現時佔產品結構約30%。主席李朝旺強調,高端消費需求強勁,對下半年市場保持樂觀態度;個人護理產品於東南亞市場表現亦不俗,增長超過雙位數。
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