恒安国际高端系列驱动增长,抵御竞争及成本压力

交银国际
27 Mar

行业竞争及原材料成本上行,导致业绩略有承压。2024年,恒安集团收入同比降4.6%至226.7亿元(人民币,下同),主因行业竞争加剧及各品牌低价促销影响。因纸巾业务原材料成本上升(2024下半年木浆价格同比上升高个位数),毛利率下滑1.4个百分点至32.3%。经营利润和净利润分别下滑5.7%和17.9%,反应行业竞争对盈利能力的冲击。公司维持稳定派息,全年每股派息1.4元(与2023年一致),派息...

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