智通财经APP讯，凯顺控股(08203)发布公告，预期集团于截至2025年6月30日止六个月取得公司拥有人应占净亏损约2400万港元，而2024年同期则取得公司拥有人应占净亏损约8万港元。这显示期内净亏损大幅增加。
2025年上半年，集团通过优化管理流程和加强成本控制，显著降低了行政成本。然而，由于国内煤炭市场需求疲软以及用煤企业上半年以消耗库存为主，新采购需求下降，导致集团毛利出现下滑。
从国内煤炭需求来看，上半年国内用煤企业在高库存的压力下，新采购需求受到抑制，市场整体表现低迷。但随着下半年迎峰度夏、金九银十及迎峰度冬的传统用煤旺季到来，国内用煤需求预计将逐步回升。同时，经过上半年持续的去库存后，终端企业库存水平有望显著下降，新增采购需求或将陆续释放，进一步带动煤炭市场的回暖。
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