CARRY WEALTH(00643)

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恒富控股发盈警,预期中期取得大幅扩大的净亏损约3000万港元
Zhi Tong Cai Jing· 2025-08-20 10:01
Core Viewpoint - Hengfu Holdings (00643) anticipates a significant increase in net loss to approximately HKD 30 million for the six months ending June 30, 2025, compared to a loss of about HKD 12 million for the same period ending June 30, 2024 [1] Summary by Relevant Categories Financial Performance - The company expects a net loss of approximately HKD 30 million for the upcoming six months, a substantial increase from the previous loss of about HKD 12 million [1] - Revenue is projected to decline significantly by approximately 70% due to a notable decrease in order volume from major clients in the US and Europe [1] Operational Challenges - The decline in revenue is attributed to changes in procurement strategies by clients, compounded by broader macroeconomic challenges [1] - The company's gross margin has decreased, primarily due to ongoing inflationary pressures on supply chain and subcontractor pricing, despite a strategic shift to Southeast Asia [1] Product-Specific Issues - There has been a reduction in sales volume of higher-margin children's clothing, which has negatively impacted overall profitability [1] - The idle costs associated with the Heshan facility are also affecting financial performance, as the facility will not handle any further production orders after completing existing ones in May 2024 [1]
恒富控股(00643.HK)预计上半年录得大幅扩大的净亏损约3000万港元
Ge Long Hui· 2025-08-20 09:59
格隆汇8月20日丨恒富控股(00643.HK)公布,集团预期截至2025年6月30日止六个月录得大幅扩大的净亏 损约3000万港元,而截至2024年6月30日止六个月的亏损则约为1200万港元。 该等业绩主要归因于:(a)收益大幅下跌约70%,主要由于来自美国及欧洲主要客户的订单量显著减少 (主要由于客户的采购策略变动),加上宏观经济阻力扩阔;(b)集团毛利率下跌,乃由于(i)尽管我们策略 性转移至东南亚,但供应链及分包商定价持续承受通胀压力;及(ii)利润率较高的童装销售量减少;及 (c)鹤山设施的闲置成本影响,鹤山设施于2024年5月完成现有生产订单后并无处理集团的任何进一步生 产订单。 ...
恒富控股(00643)发盈警,预期中期取得大幅扩大的净亏损约3000万港元
智通财经网· 2025-08-20 09:55
公告称,该等业绩主要归因于:收益大幅下跌约70%,主要由于来自美国及欧洲主要客户的订单量显著 减少(主要由于客户的采购策略变动),加上宏观经济阻力扩阔;本集团毛利率下跌,乃由于尽管我们策略 性转移至东南亚,但供应链及分包商定价持续承受通胀压力;及利润率较高的童装销售量减少;及鹤山设 施的闲置成本影响,诚如本公司日期为2024年5月24日的自愿公告所述,鹤山设施于2024年5月完成现有 生产订单后并无处理本集团的任何进一步生产订单。 智通财经APP讯,恒富控股(00643)发布公告,本集团预期截至2025年6月30日止6个月取得大幅扩大的净 亏损约3000万港元,而截至2024年6月30日止6个月的亏损则约为1200万港元。 ...
恒富控股(00643) - 盈利警告
2025-08-20 09:48
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不 負 責,對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明,並 明 確 表 示,概 不 對 因 本 公 告 全部或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責 任。 本公司股東及潛在投資者務請參考預期於二零二五年八月二十九日刊發之本 公 司 截 至 二 零 二 五 年 六 月 三 十 日 止 六 個 月 之 中 期 業 績 公 告。 本 公 司 股 東 及 潛 在 投 資 者 於 買 賣 本 公 司 股 份 時 務 請 審 慎 行 事。 承董事會命 恒富控股有限公司 盈利警告 本 公 告 乃 恒 富 控 股 有 限 公 司(「本公司」及 其 附 屬 公 司 統 稱 為「本集團」)根 據 香 港 聯 合 交 易 所 有 限 公 司 證 券 上 市 規 則(「上市規則」)第13.09條及證券及期貨條例 (香 港 法 例 第571章)(「證券及期貨條例」)第XIVA部 之 內 幕 消 息 條 文 而 刊 發。 根 據 本 集 團 之 綜 合 管 理 賬 目 之 初 步 評 估,本 公 司 董 事 會(「董事會」)謹 ...
恒富控股(00643)上涨6.0%,报0.53元/股
Jin Rong Jie· 2025-08-06 01:54
Group 1 - The core viewpoint of the article highlights the recent stock performance of Hengfu Holdings, which saw a 6.0% increase, reaching HKD 0.53 per share with a trading volume of HKD 2.6791 million [1] - Hengfu Holdings Limited and its subsidiaries primarily engage in the production and trading of apparel products for various internationally recognized brands, as well as securities investment [1] - The company has production facilities in mainland China, is headquartered in Hong Kong, and was listed on the main board of the Hong Kong Stock Exchange in 2000 [1] Group 2 - As of the 2024 annual report, Hengfu Holdings reported total revenue of HKD 616 million and a net profit of -HKD 31.2937 million [2] - Hengfu Holdings is scheduled to disclose its interim report for the fiscal year 2025 on August 28 [3]
恒富控股(00643)上涨6.25%,报0.51元/股
Jin Rong Jie· 2025-08-04 01:50
Group 1 - The core point of the article highlights the recent stock performance of Hengfu Holdings, which saw a 6.25% increase, reaching HKD 0.51 per share with a trading volume of HKD 2.5322 million [1] - Hengfu Holdings Limited and its subsidiaries primarily engage in the production and trading of garment products for various internationally recognized brands, as well as securities investment [1] - The company has production facilities in mainland China, is headquartered in Hong Kong, and was listed on the main board of the Hong Kong Stock Exchange in 2000 [1] Group 2 - As of the 2024 annual report, Hengfu Holdings reported total revenue of HKD 616 million and a net loss of HKD 31.2937 million [2] - Hengfu Holdings is scheduled to disclose its interim report for the fiscal year 2025 on August 28 [3]
恒富控股(00643) - 截至2025年7月31日止股份发行人的证券变动月报表
2025-08-01 02:20
股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | | | 致:香港交易及結算所有限公司 公司名稱: 恒富控股有限公司 呈交日期: 2025年8月1日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00643 | 說明 | 普通股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 2,000,000,000 | HKD | | 0.1 | HKD | | 200,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 2,000,000,000 | HKD | | 0.1 | HKD | | 200,000,000 | 本月底法定/註冊股本總額: HKD 200,000,0 ...
恒富控股(00643.HK)7月31日收盘上涨21.92%,成交385.65万港元
Jin Rong Jie· 2025-07-31 08:38
Group 1 - The Hang Seng Index fell by 1.6% to close at 24,773.33 points on July 31 [1] - Hengfu Holdings (00643.HK) closed at HKD 0.445 per share, up 21.92%, with a trading volume of 7.83 million shares and a turnover of HKD 3.86 million, showing a volatility of 63.01% [1] - Over the past month, Hengfu Holdings has seen a cumulative increase of 40.38%, but year-to-date, it has only risen by 12.31%, underperforming the Hang Seng Index by 25.51% [2] Group 2 - As of December 31, 2024, Hengfu Holdings reported total revenue of CNY 616 million, a year-on-year increase of 34.81%, while the net profit attributable to shareholders was CNY -31.29 million, a decrease of 278.97% [2] - The gross profit margin for Hengfu Holdings is 9.95%, and the debt-to-asset ratio stands at 38.25% [2] - Currently, there are no institutional investment ratings for Hengfu Holdings, and its price-to-earnings ratio is -9.72, ranking 85th in the industry [3] Group 3 - The average price-to-earnings ratio for the textile and apparel industry (TTM) is -16.74, with a median of 3.62 [3] - Other companies in the industry include FAST RETAIL-DRS (06288.HK) with a P/E ratio of 0.34, Zhejiang Yong'an (08211.HK) at 1.34, and Shanshan Brand (01749.HK) at 3.57 [3] - Hengfu Holdings is involved in the production and trading of ready-made garments for several internationally recognized brands and engages in securities investment, with production facilities located in mainland China [3]
恒富控股(00643) - 2024 - 年度财报
2025-04-25 08:42
Financial Performance - For the year ended December 31, 2024, the Group reported revenue of HK$664,488,000, an increase of 34.7% compared to HK$493,060,000 in 2023[18] - The Group experienced a loss for the year of HK$33,793,000, which is a significant increase from the loss of HK$8,917,000 in 2023[18] - Gross profits for the Current Year totaled HK$66.1 million, up from HK$63.0 million in 2023, indicating a growth of about 4.9%[38] - The loss for the year was HK$33.8 million, compared to a loss of HK$8.9 million in 2023, reflecting an increase in losses of approximately 279.8%[38] - Revenue increased by 34.8% to HK$664.7 million (2023: HK$493.1 million), driven by higher customer orders and sales volume[49] - Gross profit rose by 4.9% to HK$66.1 million (2023: HK$63.0 million), but gross profit margin decreased to 10.0% (2023: 12.8%) due to higher subcontracting fees[50] - Administrative and other operating expenses surged by 45.6% to HK$78.6 million (2023: HK$54.0 million), primarily due to one-off redundancy costs and increased handling fees[51] Assets and Liabilities - Total assets decreased to HK$239,559,000 in 2024 from HK$279,297,000 in 2023, representing a decline of 14.2%[20] - Total liabilities decreased to HK$91,636,000 in 2024 from HK$101,453,000 in 2023, a reduction of 9.0%[20] - Total equity decreased to HK$147,923,000 in 2024 from HK$177,844,000 in 2023, reflecting a decline of 16.8%[20] - As of December 31, 2024, the Group's cash and bank balances were HK$111.0 million, down from HK$120.2 million in 2023, a decrease of approximately 9.3%[25] - Working capital, represented by net current assets, was HK$106.2 million as of December 31, 2024, down from HK$132.6 million in 2023, a decline of about 20%[25] Strategic Focus and Market Conditions - The economic landscape in 2024 was marked by high inflation rates and complex geopolitical tensions, impacting financial markets[23] - The Group is committed to maximizing shareholder returns despite ongoing economic challenges[7] - The management is focused on exploring new market opportunities and enhancing product offerings to drive future growth[22] - The Group's strategic shift includes fulfilling orders through overseas subcontractors, primarily in Cambodia and Indonesia, due to changes in customer sourcing strategies[30] - Geopolitical risks and ongoing global tensions have disrupted the supply chain, leading to increased costs and longer lead times for the garment manufacturing and trading business[27] - The garment manufacturing industry is expected to evolve in 2025, driven by sustainability and technological advancements, presenting significant growth opportunities despite challenges[89] Corporate Governance - The Group has been listed on the Main Board of The Stock Exchange of Hong Kong Limited since 2000, indicating a long-standing presence in the market[6] - The Board is dedicated to maintaining high standards of corporate governance to safeguard shareholder interests and enhance corporate value[95] - The Company complied with the corporate governance code, except for certain deviations noted in the annual report[98] - The roles of Chairman and Chief Executive Officer are separated, with the CEO position remaining vacant as of the report date[103] - The Company has a strong corporate governance structure to ensure effective oversight of management[105] - The Audit Committee, comprising three independent non-executive directors, is responsible for reviewing the Group's financial reporting and making recommendations to the Board[123][124] Workforce and Employment - The Group's workforce decreased to 213 full-time employees in 2024 from 400 in 2023 due to a strategic plan to streamline operations at the Heshan Facility[81] - The Group had a total workforce of 213 employees as of December 31, 2024, with approximately 56.8% being female[182][186] - The Company intends to maintain a balanced level of workforce diversity and will continue to promote diversity through various initiatives[182][186] Risk Management and Internal Controls - The Group's risk management and internal control systems are based on the 2013 COSO Framework, focusing on managing risks rather than eliminating them[162] - The Audit Committee assessed the effectiveness of risk management and internal control systems[129] - Management developed an annual internal audit plan to evaluate the effectiveness of the Group's risk management and internal control systems, with external consultants involved in the process[170] - Regular training is provided to employees to enhance their risk awareness and management capabilities[163] Shareholder Communication and Policies - The Company maintains a corporate website to ensure timely dissemination of information to shareholders, with published information retained for at least five years[184][187] - The Board reviewed the effectiveness of the shareholders' communication policy for the year ended December 31, 2024, and deemed it effective[185] - Shareholders holding at least one-tenth of the paid-up capital can requisition a special general meeting within two months of deposit[189][192] - The Company ensures that all resolutions at general meetings are decided by poll, enhancing minority shareholders' rights[190] Investment and Capital Expenditure - Capital expenditure totaled HK$5.7 million (2023: HK$2.6 million), mainly for manufacturing equipment in Cambodia and Indonesia[68] - The Group's securities investment segment recorded a fair value gain of nil for the Current Year, compared to a fair value loss of HK$0.1 million in 2023, indicating a conservative investment strategy[46] - The management is adopting a prudent strategy for securities investment due to recent performance stagnation and market volatility[90] Board Composition and Meetings - The Board consists of a balanced composition of executive and non-executive directors, ensuring effective independent judgment[100] - The Company held seven Board meetings and two general meetings during the year ended 31 December 2024[101] - The Company has appointed independent non-executive directors in compliance with the minimum requirements of the Listing Rules[104]
恒富控股(00643) - 2024 - 年度业绩
2025-03-27 11:59
Financial Performance - The group's revenue increased by 34.8% to HKD 664.7 million for the year ended December 31, 2024, compared to HKD 493.1 million in 2023[10] - Gross profit rose by 4.9% to HKD 66.1 million, with a gross margin decrease to 10.0% from 12.8% due to increased costs from overseas production[11] - The group recorded a loss of HKD 33.8 million, a 279.8% increase from a loss of HKD 8.9 million in 2023, primarily due to a rise in administrative and operational expenses[16] - Revenue for the year ended December 31, 2024, was HKD 664,688,000, an increase of 34.8% compared to HKD 493,060,000 in 2023[32] - Gross profit for the same period was HKD 66,136,000, representing a gross margin of 9.94%[32] - The company reported a loss before tax of HKD 33,793,000 for 2024, compared to a loss of HKD 8,917,000 in 2023, indicating a significant increase in losses[32] - The group reported external sales of HKD 664,688,000 for the year ending December 31, 2024, with a reported loss of HKD 18,128,000[45] - For the year ending December 31, 2023, external sales were HKD 493,060,000, resulting in a reported profit of HKD 1,070,000[46] Expenses and Costs - Administrative and other operating expenses increased by 45.6% to HKD 78.6 million, driven by one-time costs related to the shutdown of the production facility in Heshan[12] - Selling and distribution expenses increased by 25.5% to HKD 13.8 million, consistent with the increase in sales revenue[13] - Employee costs decreased to HKD 39,380,000 in 2024 from HKD 46,877,000 in 2023, a reduction of 16.0%[62] - The cost of goods sold amounted to HKD 598,552,000 in 2024, up from HKD 430,109,000 in 2023, indicating a 39.2% increase[62] Assets and Liabilities - Total assets decreased from HKD 216,025,000 in 2023 to HKD 179,157,000 in 2024, a decline of 17.0%[33] - Current liabilities decreased from HKD 83,465,000 in 2023 to HKD 72,921,000 in 2024, a reduction of 12.6%[33] - The total equity decreased from HKD 177,844,000 in 2023 to HKD 147,923,000 in 2024, a decline of 16.8%[34] - The total liabilities of the group decreased from HKD 101,453,000 in 2023 to HKD 91,636,000 in 2024, reflecting a reduction of around 9.7%[47] Revenue Sources - Revenue contribution from the U.S. and Europe accounted for 85.3% of the apparel manufacturing and trading segment, totaling HKD 567.1 million[6] - Products manufactured in Southeast Asia contributed 98% to the apparel manufacturing and trading segment's revenue, up from 84% in 2023[8] - External customer revenue from the US rose from HKD 240,450,000 in 2023 to HKD 333,540,000 in 2024, an increase of approximately 38.7%[48] - Revenue from the European market increased from HKD 167,402,000 in 2023 to HKD 233,565,000 in 2024, reflecting a growth of about 39.5%[52] Investment and Financing - The securities investment division recorded no fair value changes, maintaining a cautious investment strategy amid market volatility[9] - Cash and bank balances as of December 31, 2024, were HKD 111.0 million, down from HKD 120.2 million in 2023[17] - Operating working capital decreased to HKD 106.2 million from HKD 132.6 million in 2023[17] - The total capital expenditure for the year is HKD 5.7 million, an increase from HKD 2.6 million in 2023, primarily for production equipment in Cambodia and Indonesia[19] - Bank borrowings were fully repaid by December 31, 2024, totaling HKD 33.0 million in 2023, with a fixed interest rate of 3.7%[18] - The group has pledged land use rights valued at HKD 7.2 million and buildings valued at HKD 37.3 million as collateral for loans from subsidiary directors[22] Corporate Governance - The company has established an audit committee consisting of three independent non-executive directors[78] - The audit committee has reviewed the financial statements for the year ending December 31, 2024, and confirmed compliance with relevant accounting standards and regulations[79] - The company has adhered to all corporate governance codes as of December 31, 2024[80] - There was a vacancy in the CEO position as of December 31, 2024, with responsibilities assumed by an executive director[82] - The company faced non-compliance with corporate governance rules due to the resignation of independent non-executive directors, but has since rectified this by appointing a new independent director[83] - The company has adopted a set of guidelines for directors' securities trading, ensuring compliance with the standards set forth in the listing rules[84] Future Outlook - The company plans to seek opportunities for collaboration with new manufacturing partners or invest in new factories in other countries following the cessation of production in mainland China[27] - The company anticipates continued growth in the garment manufacturing industry driven by sustainable development and technological advancements, despite challenges in supply chain disruptions and rising production costs[28] - The company will continue to strengthen sustainable practices and invest in automation and digital tools to maintain its competitive advantage[28] - The company plans to continue focusing on its existing garment manufacturing and trading business while monitoring macroeconomic factors[29] Miscellaneous - The company did not recommend a final dividend for the year ending December 31, 2024, consistent with the previous year[30] - The annual general meeting is scheduled for June 13, 2025, with a suspension of share transfer registration from June 10 to June 13, 2025[31] - The group has applied the revised Hong Kong Financial Reporting Standards for the first time this year, which did not have a significant impact on the financial position and performance[38] - The group is currently evaluating the specific impact of the new Hong Kong Financial Reporting Standard No. 18 on its consolidated financial statements[41] - The group anticipates that the application of new standards will affect the presentation and disclosure in future financial statements[41] - There were no significant events after the reporting period up to the date of this announcement[76] - The annual results announcement for the year 2024 will be published on the Hong Kong Stock Exchange and the company's website[85]