中金发表研究报告,预计恒安国际(01044.HK) 今年上半年收入按年有所下滑,其中纸巾业务收入按年有所企稳,或有单位数增长,同时湿纸巾亦有良好表现。但卫生巾业务受315事件影响,行业整体受到较大冲击,预估上半年收入或有低双位数的下滑。该行又预计,今年上半年纸浆价格仍处低位,成本端压力可控,由于竞争仍较激烈,费用率略有提高。中金指,目前木浆供给充裕,价格处于低位且暂无加价条件,预估公司今年上半年...
Source Link中金发表研究报告,预计恒安国际(01044.HK) 今年上半年收入按年有所下滑,其中纸巾业务收入按年有所企稳,或有单位数增长,同时湿纸巾亦有良好表现。但卫生巾业务受315事件影响,行业整体受到较大冲击,预估上半年收入或有低双位数的下滑。该行又预计,今年上半年纸浆价格仍处低位,成本端压力可控,由于竞争仍较激烈,费用率略有提高。中金指,目前木浆供给充裕,价格处于低位且暂无加价条件,预估公司今年上半年...
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