《藍籌業績》萬洲國際(00288.HK)首三季純利5.69億美元 按年跌37.7%
萬洲國際(00288.HK)公布截至今年9月底止首三季業績,生物公允價值調整前收入194.88億美元(下同),按年跌4.5%。純利5.69億元,按年跌37.7%;每股盈利4.43分。
期內,肉製品的銷量為238.7萬公噸,較比較期間下跌1.9%。於中國,銷量上升1.1%,主要是由於消費在疫情後復甦,但卻受制於經濟增長乏力。於美國,銷量下跌6.8%,此乃由於去年末季出售了調味品業務,而本期間的市場需求依然薄弱。於歐洲,因為實施收購,銷量上升3.3%。肉製品收入較比較期間下跌6.2%。
豬肉的銷量下跌0.7%。於中國,銷量上升7.4%,主要是由於擴大生產。於美國及墨西哥,主要因為業務重整,銷量下跌4.5%。與此同時,歐洲的銷量亦下跌6.7%,主要是由於市場生豬供應量減少。
由於生豬市場供應充裕,內地平均生豬價格按年下跌10.6%。於美國,本期間的平均生豬價格下跌17.7%,驅動因素是需求疲軟。於歐洲,歐盟成員國的平均白條價格於本期間上升29.3%,此乃供應收緊所致。
萬洲預期,不利的經營環境將持續影響今年的餘下時間。因此,集團的短期財務表現將會承受壓力。為應對該等挑戰,集團將專注整頓產業價值鏈。集團將繼續大力推動產品結構轉型和擴大銷售網絡、管理價格及控制成本。
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