智通财经APP获悉，易大宗(01733)盈警后跌超4%，截至发稿，跌4.72%，报1.01港元，成交额1495.83万港元。
消息面上，3月11日，易大宗发布公告，该集团预期2024财政年度净利润较2023年全年减少至约在9亿及10亿港元之间，主要由于市场低迷导致炼焦煤价格一路下跌，进而造成毛利率下滑。
公告称，面对严峻市场环境，该集团以全方位高质量服务客户为目标，稳居市场占有第一，2024年共实现煤炭将近2300万吨的销售量，较去年增加约20%。对比2024年上下半年，2024年上半年钢厂需求明显优于下半年，钢厂铁水产量高位持稳，炼焦煤在高铁水高日耗的背景下，价格仍具有较强的韧性。而下半年特别是三季度铁水产量直接性减量，炼焦煤供需矛盾持续扩大。在市场下跌过程中，该集团下半年推行“以量补价”策略，通过深化客户服务、拓展增值业务，在行业普遍亏损环境下稳固市场份额。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.