Core Viewpoint - Eagle Beauty (02368) reported a revenue of HKD 3.324 billion for the six months ending September 30, 2025, representing a year-on-year growth of 11.4% [1] - The profit attributable to the company's owners was HKD 204.5 million, an increase of 11.6% year-on-year, with basic earnings per share at HKD 0.3561 and an interim dividend proposed at HKD 0.24 per share [1] Group 1 - The total sales reached a historical high during the review period, driven by the successful operation of the newly acquired production base in Long An Province, Vietnam [2] - Mainland China, the United States, and Europe remain the top three sales markets for the group, accounting for 87.4% of total sales (2024: 87.5%) [2] - Mainland China continues to be the largest market, contributing 53.8% to total sales (2024: 56.7%), while the U.S. and Europe account for 33.6% of total sales (2024: 30.8%) [2] Group 2 - The company operates ten production bases, with five located in Mainland China, three in Vietnam, and two in Indonesia [2] - The production bases in Mainland China have matured in terms of production technology and capacity, enabling the production of high-end products and stable capacity to meet domestic demand [2] - The ongoing U.S.-China trade war has accelerated the company's expansion of overseas production capacity, allowing for flexible utilization of resources to adapt to changing political and economic environments [2] Group 3 - The newly acquired production base in Long An Province, Vietnam, turned from a loss to profitability during the review period, contributing to sales and profit growth [2] - However, the increasing tariffs imposed due to the U.S.-China trade war have inevitably impacted the company's business and profitability, leading to a decline in profit margins as customers pass some costs onto manufacturers [2]
鹰美(02368)发布中期业绩,股东应占溢利2.045亿港元,同比增长11.6%