星光集团截至二零二二年九月三十日止六个月中期业绩报告

INTERIMREPORT FORTHESIXMONTHSENDED30THSEPTEMBER,2022 中期业绩报告 截至二零二二年九月三十日止六个月 RESULTS TheGrouppostedaprofitofapproximatelyHK$9millionforthesixmonthsended30thSeptember,2022,comparedtoprofitofapproximatelyHK$418millioninthesameperiodlastyear.TheGrouprecordedaboutHK$542millioninrevenuedecreasedby3%comparedwiththesameperiodlastyear. ExcludingthedisposaloftheentireequityinterestinStarlitePrinters(Shenzhen)Co.,LtdlastyearandtheresultingnetgainofapproximatelyHK$483million,theperformanceoftheGroupduringtheperiodimprovedsubstantially.However,thepricesofthemajorrawmaterials,energy,logisticsandlabour-relatedproductioncostsremainedhighduringtheperiodwhichaffectedtheoverallperformance. Sincethebeginningoftheyear,againstthebackdropofthecomplexandsevereinternationalsituationandtheintensifiedgeopoliticalconflictinEasternEurope,persistentandbroadeninginflationarypressureshavepromptedthecentralbanksofvariouscountriestotightentheirmonetarypoliciesinarapidandsynchronizedmanner.Thisincreasedtheriskofglobalstagflationandtheworld’seconomygrowthsawasignificantslowdown.ThesignificantappreciationoftheUSdollaragainstmostcurrencieshasdisruptedglobalcommoditypricingandgreatlyincreasedimportcosts.Also,thescatteredoutbreaksofpandemicinmainlandChinahaveacertainimpactonthestableoperationoftheglobaleconomyandpusheduptheoperatingcosts.Affectedbythedrasticfluctuationsintheeconomicenvironment,theperformanceofthethreeplantsinmainlandChinawasvariedduringtheperiod.BothGuangzhouandShaoguanplantsrecordedprofit.TheSuzhouplantachievedaturnaroundfromlosstoprofitdespitethedisruptionoflockdownmeasuresinShanghaiatthebeginningoftheyearandadropinsales.Ontheotherhand,salesremainedstable,butaslightlosswasrecordedintheASEANregion. 业绩 本集团截至二零二二年九月三十日止六个月录得约九百万港元溢利，去年同期则录得约四亿一千八百万港元溢利。营业额约为五亿四千二百万港元，比去年同期减少百份之三。 若撇除去年出售星光印刷（深圳）有限公司全部股权并录得收益净额约四亿八千三百万港元，集团期内表现实际上得到改善。然而期内主要原材料价格、能源、物流及劳动力相关生产成本依然高企、影响总体利润水平。 年初至今，国际形势复杂严峻，东欧地缘政治冲突加剧，持续且不断增加的通胀压力促使各国央行快速同步收紧了货币政策，使全球滞胀风险上升，世界经济增长放缓态势明显。美元兑大多数货币大幅走强扰乱环球商品定价、进口成本大增，加上内地疫情多地散发，对全球经济稳定运行造成了一定冲击，推高经营成本。受累于经济大环境的急剧波动，本期内地三厂的表现不一。广州及韶关厂区均录得盈利。苏州厂区在年初上海封城措施干扰和销售额下跌的情况下仍扭亏为盈。另一方面，亚世安区域销售额保持稳定但录得轻微亏损。 Consideringthecomplexandever-changinginternationalandindustrialenvironment,theGrouphasquicklyadjusteditsstrategicdirectionandoperationtacticsinlinewiththecurrentsituationattherighttime.TheGrouphasmaintaineditsmarketcompetitivenessbyexpandinginemergingmarketsandinternationalbrandmarkets,optimizingorganizationalstructureinatimelymanner,comprehensivelypromotingcostreductionandefficiencyenhancement,andacceleratinginformatizationandsmartfactoryconstruction.Ontheotherhand,bygraspingthedevelopmentopportunitiesofconsumptionupgradeandindustriesintegrationinmainlandChina,theGroupcontinuedtomakeinnovationsandbreakthroughsandactivelyassumedsocialresponsibilities,soastomakepromptresponseswhenthemarketfullyrecoveredandalignwiththeGroup’svisionofsustainableandhealthydevelopmentof“Bethankfulandcherish, sustainablemanagement(惜福感恩、永续经营)”.Detailsare setoutinthesectionheaded“BusinessReviewand Prospects”. InterimDividend TheBoardrecommendsaninterimdividendofHK1centpershare(30thSeptember,2021:interimdividendofHK1centandspecialdividendofHK10centspershare)forthesixmonthsended30thSeptember,2022payableon16thFebruary,2023toshareholderswhosenamesappearontheRegisterofMemberson13thJanuary,2023. 面对复杂多变的国际和产业环境，集团迅速调整战略方向和经营策略，顺应时势，因时制宜，通过加大新兴市场及国际品牌市场拓展、及时优化组织架构、全面推进降本增效以及加快信息化和智慧工厂建设等措施以维持市场竞争力，另一方面把握内地消费升级及行业集成的发展机遇，持续创新突破，积极承担社会责任，务求在市况全面复苏时能迅速作出反应，配合集团“惜福感恩、永续经营”的持续健康发展愿景。详情载于“业务概况及前瞻”。 中期股息 董事会建议向二零二三年一月十三日名列股东名册的股东，派发截至二零二二年九月三十日止六个月的中期股息每股港币一仙（二零二一年九月三十日：中期股息每股港币一仙以及特别股息每股港币十仙）有关股息将于二零二三年二月十六日派发。 BUSINESSREVIEWANDPROSPECTS HongKong/MainlandChinaOperations Overview Duringtheperiodunderreview,theglobaleconomywasgloomyandexperiencingseveralturbulentchallenges.Withinflationhigherthanseenindecadesandtighteningfinancialconditionsinmostregions,anincreasingnumberofeconomiesareinagrowthslowdownorevencontraction.TheconflictbetweenRussiaandUkrainehasledtoasevereenergycrisisinEuropethatissharplyincreasingcostsofliving.ThisfactorcoupledwiththeongoingCOVID-19pandemichasseverelyaffectedtheglobaleconomicoutlook.Highinflationhasweakenedthedemandsforconsumerspending,whileastrongUSdollarhasincreasedtheimportcostsintheEuropeanandothermarkets,andthesemakebusinessexpansionmoredifficult.Undertheinfluenceofmultiplefactors,itisexpectedthatthemarketdemandforprintingserviceswillremainweakinthesecondhalfoftheyear,posinggreatchallengestotheoperationofenterprises.Despitethedifficultsituation,withitsexcellentreputationandbrandimageintheindustry,theGrouphaswontherecognitionofmanydomesticandforeignstrategicpartnersforitsfocusoncustomerserviceandimprovedcustomerservicesatisfaction,formingtheGroup’suniqueadvantageinqualitycustomerservices,andlayingasolidfoundationforthelong-term,stable,andhealthydevelopmentoftheGroup. Meanwhile,inordertoenhanceoperationalefficiencyandriskmanagementcapability,theGroupisactivelypromotingtheupgradesandtransformationofitsinternalmanagementsyste