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理文造紙(02314.HK)年度營收跌14.5%至249億港元 末期息每股6.1港仙
格隆匯 03-08 12:11

格隆匯3月8日丨理文造紙(02314.HK)公佈年度業績,截至2023年12月31日止年度,集團總收入比去年下跌14.5%至249億港元,年度盈利較去年下跌12.4%至12億港元。年內每股盈利24.39港仙(2022年:27.46港仙)。董事會建議2023年派發末期股息每股6.1港仙(2022年:3.3港仙)。集團2023年總銷售量達654萬噸,產品平均每噸淨利潤為176港元。

回顧年內,內地實施對多種紙品進口「零關税」,疊加行業新增產能陸續投產,造紙企業普遍下調價格迎戰。另一方面,市場需求於上半年表現疲軟,行業處於去庫存週期,營運效益承壓;及至下半年傳統消費旺季,紙品需求逐漸回暖,紙價連番上升,行業盈利得以改善。

面對市場供需及政策變化,集團積極推動產業鏈向上遊延伸,發展涵蓋製漿及廢紙回收的垂直業務模式,以確保原材料供應,控制成本以改善盈利。回顧年內,集團位重慶、江西和廣西的新增木漿生產線已陸續投產,新增年產能95萬噸,木漿總產能共120萬噸。

集團此前佈局的海外生產基地回顧年內發揮成本優勢,提供可觀盈利。為進一步開拓東南亞市場,集團馬來西亞第四台年產能達35萬噸的造紙生產線已年內投產,現時馬來西亞生產基地的總產能達140萬噸。

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