星光集团截至二零二四年九月三十日止六个月中期业绩报告

INTERIMREPORT FORTHESIXMONTHSENDED30THSEPTEMBER,2024 中期业绩报告 截至二零二四年九月三十日止六个月 RESULTS TheGrouppostedaprofitofapproximatelyHK$7millionforthesixmonthsended30thSeptember,2024,comparedtoprofitofapproximatelyHK$6.6millioninthesameperiodlastyear.TheGrouprecordedaboutHK$509millioninrevenueincreasedby11%comparedwiththesameperiodlastyear. Giventhatthepricesofmajorrawmaterialsremainedstablewithinflationretreatingfrompeaklevels,coupledwiththeeconomiesofscalebroughtaboutbythemoderatebusinessgrowthandtheexchangegainsfromthedepreciationofRenminbi,theGroupmaintaineditscoreprofitlevelduringtheperiod. Duringthereportingperiod,despiteasharpandsynchronisedtighteningofmonetarypolicyamongmajoreconomies,theglobaleconomyhasremainedunusuallyresilientthroughoutthedisinflationaryprocess,avoidingaglobalrecession.However,withanescalationinregionalconflicts,financialmarketvolatilityasaresultofmonetarypolicyadjustments,adeepergrowthslowdowninChina,andthecontinuedratchetingupofprotectionistpolicies,thedownsideriskstotheeconomyarerising,whichhavehadanegativeimpactonoverallindustrydemandaswellasconsumerconfidenceandexpectations.Facingadverseexternalfactorsandmultiplechallengesintheglobaleconomy,thethreeplantsinChinastrivedforexcellenceandperformedbetterthanexpectedduringtheperiod.TheGuangzhouandShaoguanplantsexperiencedbusinessgrowthandcontinuedtorecordprofits,andtheSuzhouplantalsorecordedgrowthinbusinessandcontributedadd-onvalue.Ontheotherhand,salesintheASEANregionslightlydecreasedbutitstillmanagedtomaintainitsprofitability. Inthiscriticalperiodofhigh-qualityeconomicdevelopmentandcultivatingnewqualityproductiveforces,theGroupadheredtotheconceptofseekingprogresswhilemaintainingstability,proactivelystrengtheneditsresearchanddevelopmentandinnovationcapabilities,continuedtoimproveitsproductivitylevels,promotedautomation,informatisation,andintelligentprocesses,therebyenhancingitsoperationalstandardsandpromotingthesustainabledevelopmentoftheindustry.TheGroupalsostrivedforexcellenceinthemidstofcontinuouschangesbyimprovingitscustomerservicesystemandprofessionalmarketingserviceswithafocusoncustomerexperienceandneeds.Detailsaresetoutinthesectionheaded“BusinessReviewandProspects”. 业绩 本集团截至二零二四年九月三十日止六个月录得约七百万港元溢利，去年同期则录得约六百六十万港元溢利。营业额约为五亿零九百万港元，比去年同期增加约百份之十一。 基于通胀已从高位回落使主要原材料价格保持稳定，加上业务录得温和增长带来规模经济益效，以及人民币贬值录得汇兑收益，使集团期内保持核心利润水平。 于报告期间，虽然各主要经济体同步大幅收紧了货币政策，但在整个通胀下行的过程中，全球经济超乎寻常地保持了韧性，避免了一场全球性衰退。然而地区冲突的升级、货币政策调整使金融市场波动、中国经济增速放缓加剧，以及保护主义政策不断加码等，均使经济下行风险增加，对行业的整体需求及消费者信心与预期产生负面影响。面对外部环境的不利因素及环球经济面的多重挑战，本期中国境内三个厂区力争上游，表现均优于预期。广州厂区及韶关厂区业务上升并持续录得盈利。苏州厂区业务同样录得增幅且贡献附加值。另一方面，亚世安区域销售额轻微下跌但保持利润水平。 身处经济高质量发展及培育新质生产力的关键时期，集团秉持稳中求进理念，积极加强研发和创新能力，持续提升生产力水准，推动自动化、信息化和智慧化进程，着力提升经营水平，推动行业可持续发展，并以客户的体验与需求为导向，持续完善客户服务体系及专业的营销服务，在不断变革中追求卓越。详情载于“业务概况及前瞻”。 InterimDividend TheBoardrecommendsaninterimdividendofHK1centperordinaryshare(30thSeptember,2023:interimdividendofHK1cent)forthesixmonthsended30thSeptember,2024payableon19thFebruary,2025toshareholderswhosenamesappearontheRegisterofMemberson10thJanuary,2025. BUSINESSREVIEWANDPROSPECTS Overview Duringtheperiodunderreview,asthepost-pandemicsupplyissueseasedandthetighteningofmonetarypolicystartedtoconstraindemand,normalisationinlabourmarketsallowedinflationtodeclinerapidlywithoutasignificantslowdownineconomicactivities.Sincethesecondhalfoftheyear,majoreconomieshavestartedtheirpivotonmonetarypolicy.Centralbanksinmajordevelopedeconomieshavesuccessivelyinitiatedthecycleofinterestratecuts,movingtheirpolicystancetowardneutraltosupporteconomicactivities.However,thegrowthpacesvaryacrossdifferentregionsandindustries,withstructuralissuesinmanufacturingandproductivity.Manycountriesareimplementingindustrialandtradepolicymeasurestoprotectlocalworkersandmarkets.Moreover,withtheongoinggeopoliticalinstabilitybetweenRussiaandUkraineandintheMiddleEast,aswellastheimpactoftheglobalelectionyear,itisexpectedthatthemarketdemandforproductsandserviceswilltendtobeconservativeandcautiousinthesecondhalfoftheyear,posinggreatchallengestotheoperationofenterprises.Despitetheacceleratingmarketsegmentation,intensifyingmarketcompetition,andacceleratingindustryconsolidation,theGrouphaswontherecognitionandtrustofmanydomesticandforeignstrategicpartnersforitssolidbusinessfoundation,globallyagiledeliverycapabilities,first-classcustomerresources,andadvancedintegratedsmartindustrialchainlayout,layingasolidfoundationforthelong-term,stable,andhealthydevelopmentoftheGroup. 中期股息 董事会建议向二零二五年一月十日名列股东名册的股东，派发截至二零二四年九月三十日止六个月的中期股息每股港币一仙（二零二三年九月三十日：中期股息每股港币一仙），有关股息将于二零二五年二月十九日派发。 业务概况及前瞻 概览 回顾期内，后疫情时期供给问题有所缓解，且货币政策收紧开始限制需求，劳动力市场回归常态，使通胀迅速下降，避免了经济活动的大幅放缓。自下半年起，大国货币政策转向开始，主要发达经济体的央行已陆续启动降息周期，转向了更为中性的政策立场，为经济活动提供支持。惟不同地区和行业的增长步伐参差不齐，制造业和生产率存在结构性问题情况，许多国家正在实施产业和贸易政策措施保护当地的劳动者和市场，加上俄乌、中东地区持续地缘政治不稳以及环球大选年的影响下，预计今年下半年市场对产品及服务需求将趋向保守审慎，给企业经营带来巨大挑战。尽管市场结构正加速分化，市场竞争愈发激烈及行业集成加速，集团凭着稳健的经营根基、全球敏捷的交付能力、一流的客户资源、先进一体化智慧产业链的布局，赢得众多国内外战略合作伙伴的认可和信任，为集团长期稳定健康发展奠定良好基础。 Meanwhile,inordertoenhanceoperationalefficiencyandriskmanagementcapability,theGroupadherestotechnologicalinnovationan