本季度信息
永联丰集团控股有限公司2025财年营收预计较上一财年114.6百万港元同比增长30%至40%，即约149百万港元至160百万港元。净利润方面，从2024财年约6.3百万港元的纯利转为净亏损2.5百万港元至3.8百万港元，同比降幅约为140%至160%。
公司方面指出，虽然整体营收显著增长，但毛利率同比下降主要因产品结构变动：高利润率的回转支承销售减少，而新型机械及矿物（利润率相对较低）销售有所增加。此外，寿险计划投保退保金额变化带来约3.0百万港元亏损，以及销售与分销开支增加约1.5百万港元也对盈利造成影响。
业务分项
该公司产品组合中，回转支承（利润率较高）销售占比下滑，新型机械及矿物（利润率较低）销售占比提升，直接导致整体毛利率承压。与此同时，销售及分销成本的增加主要用于开拓日本及中国OEM业务市场，从而加速业务布局。
高管解读
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