均价下跌及供过于求 拖累手套股下滑
(吉隆坡1日讯)橡胶手套股今早走低,因为现有业者大规模扩张产能,导致平均售价下跌及供过于求的情况。
贺特佳(Hartalega Holdings Bhd)今早领跌,成为马股最大下跌股,早盘一度重挫10.1%,至2.75令吉,为盘中低位。休市时,贺特佳收窄了跌幅,降9.2%,报2.78令吉,共699万股转手。
高产柅品工业(Kossan Rubber Industries Bhd)也下滑3.03%,报1.28令吉、顶级手套(Top Glove Corp Bhd)跌2.88%,挂1.01令吉。速柏玛(Supermax Corp Bhd)减1.71%,报86仙。
其他手套股如Comfort Gloves Bhd,滑落4.76%,挂60仙、来百利(Rubberex Corp (M) Bhd)下滑0.96%,至51.5仙,以及Careplus Group Bhd降3.37%,报43仙。休市时,富时隆综指收高0.46%,报1450.93点。
MIDF研究表示,平均售价下降的主要原因是手套供过于求。
“这个行业出现供过于求的情况,是因为进入门槛低所造成。大多数新业者是因为在新冠肺炎疫情期间看到这个行业似乎有利可图,而参上一脚,但当市场上的手套供应过多时,情况发生了逆转。”
“此外,现有业者的扩张计划,也影响了平均售价。这两个因素促使供应和竞争加剧,进而导致平均售价下降。”
“目前,手套行业的产能使用率为50%至60%,我们认为手套公司将会搁置新的产能扩张计划。市场过度饱和影响了业者将更高的生产成本(劳动力、燃料和电力)转嫁给消费者的能力。这种情况严重影响收益。因此,他们可以采取的最直接行动,就是推迟扩张计划,以稳定平均售价。”
券商还认为,环境、社会和治理问题仍然是手套行业的一个严重问题。券商引用马来西亚橡胶手套制造商协会的数据称,美国海关及边境保护局(CBP)的进口禁令使本地手套行业损失了大约36亿令吉的潜在手套出口收入。
MIDF研究说:“由于平均售价下降、原材料价格与运费成本上涨,以及缺乏催化剂,我们维持给予手套行业的‘中和’评级。评级风险包括(i)平均售价变动幅度大于预期,(ii)原材料价格波动,以及(iii)新业者退出,降低了供过于求的风险。”
(编译:陈慧珊 & 魏素雯)
http://www.theedgemarkets.com/article/%E5%9D%87%E4%BB%B7%E4%B8%8B%E8%B7%8C%E5%8F%8A%E4%BE%9B%E8%BF%87%E4%BA%8E%E6%B1%82%C2%A0%E6%8B%96%E7%B4%AF%E6%89%8B%E5%A5%97%E8%82%A1%E4%B8%8B%E6%BB%91
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