常茂生物(00954.HK)預計中期淨利潤大幅下降
格隆匯8月3日丨常茂生物(00954.HK)公吿,儘管截至2021年6月30日止六個月集團銷售收入估計增加,但集團很有可能錄得中期歸屬於公司權益持有人的綜合淨利潤少於人民幣100萬元,較上年同期淨利潤約人民幣1517.8萬元大幅下降。
財務表現受影響主要是受下述不利因素影響導致毛利率下跌:(1)如搬遷公吿所述,為配合政府政策變更,公司必須關閉及搬遷位於常州市受影響工廠區的某些生產線。集團於2020年六月停止生產順酐。在此之前,集團在常州一期廠房生產了部份供其他產品作原材料的順酐。自停止生產順酐後,集團需全部從第三方購買順酐。順酐價格於2020年第四季度起大幅上升。截至2021年6月30日止六個月,集團對外採購順酐金額較去年同期增加了超過一倍;集團順酐每噸平均成本價較去年同期上升超過45%,導致毛利率大幅下降。(2)停止生產順酐後,集團不能夠再循環利用順酐生產過程中產生的蒸汽而得益。期間集團對外採購蒸汽金額較去年同期上升超過20%。這使集團的生產成本增加,導致毛利率下降。(3)受新冠病毒疫情影響,出口市場需求減弱、同時運輸費用大幅增加,以及美元的貶值等因素亦對集團的業績造成不利的影響。
集團目前正在中國遼寧省大連市長興島興建新工廠,並把常州工廠和連雲港工廠的順酐生產線搬遷到大連新工廠。董事會預期大連新工廠投產後,集團順酐生產將回復正常。
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