易大宗(01733)发布盈利预警称，经对截至2025年12月31日止财年之未审核运营数据进行初步评估，预计期内收入将在245亿至260亿港元之间，较2024年全年减少；归属权益股东净利润预计为3.1亿至3.3亿港元，亦低于上年水平，但公司判断2025年下半年盈利表现有望较上半年回升。\n\n管理层指出，业绩下滑主要受焦煤市场全年剧烈波动、价格中枢大幅下移影响。市场波动令中间贸易与物流环节遭受上下游“双向挤压”，直接压缩收入和毛利。\n\n分业务来看：\n1. 供应链贸易板块在全球经济承压、地缘政治及贸易摩擦加剧背景下，收入同比减少约38%。公司采取更加谨慎的采购策略，并运用期货工具对冲价格波动，同时优化产品结构、加强配煤技术研发，以减轻市场压力。\n2. 供应链综合服务板块受跨境运力增加与运费下行影响，收入同比下降约14%。公司计划通过“优化布局、多点支撑”策略，巩固甘其毛都口岸业务并评估提升其他口岸占比，以降低单一口岸依赖。\n\n公告称，相关财务数据尚未经过独立核数师审阅，2025财年年度业绩将于稍后正式公布。公司提醒股东及潜在投资者在买卖股份时保持谨慎。
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