麦格理发表报告指,颐海国际(01579.HK) 今年受惠海外业务扩张。公司在泰国的制造设施已于2024年完工,但仍在取得出口许可的过程中。因此可能会在今年开始出货。公司正在建立当地的研发团队,将产品口味本地化,并同时瞄准2B和2C业务。受惠投入成本利好及产品组合改善,抵销售价下滑逆风,该行料集团去年下半年毛利率改善20点子至32.6%。麦格理指,由于关连方业务复苏乏力及售价下跌,下调颐海2024至...
Source Link麦格理发表报告指,颐海国际(01579.HK) 今年受惠海外业务扩张。公司在泰国的制造设施已于2024年完工,但仍在取得出口许可的过程中。因此可能会在今年开始出货。公司正在建立当地的研发团队,将产品口味本地化,并同时瞄准2B和2C业务。受惠投入成本利好及产品组合改善,抵销售价下滑逆风,该行料集团去年下半年毛利率改善20点子至32.6%。麦格理指,由于关连方业务复苏乏力及售价下跌,下调颐海2024至...
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