叶氏化工(00408.HK) 首席执行官叶钧表示,公司的溶剂业务受惠于近期油价上升,但同时涂料及油墨业务则因成本上升而受拖累;整体而言,油价上升短期轻微利好公司表现。涂料业务方面,叶钧指基于近年内地房地产市场下滑,公司主动缩减建筑涂料业务,转为发展毛利率较高的工业涂料,现时前者在涂料业务中占比减至约25%。另外,由于油价急升带动涂料成本上升,叶钧指公司已加价两次,建议加幅约20%至30%,预期今年...
Source Link叶氏化工(00408.HK) 首席执行官叶钧表示,公司的溶剂业务受惠于近期油价上升,但同时涂料及油墨业务则因成本上升而受拖累;整体而言,油价上升短期轻微利好公司表现。涂料业务方面,叶钧指基于近年内地房地产市场下滑,公司主动缩减建筑涂料业务,转为发展毛利率较高的工业涂料,现时前者在涂料业务中占比减至约25%。另外,由于油价急升带动涂料成本上升,叶钧指公司已加价两次,建议加幅约20%至30%,预期今年...
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