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Mahadi Abdullah
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TOPGLOV
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Mahadi Abdullah
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you will see this last man 0.90cen
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Jeff Wong
Topglove业绩环比同比都增长!
增长的原因完全符合最近大叔写的那一篇已
* 经营成本和经营利润 *
https://www.facebook.com/share/p/19H8yFwdA3/
Top Glove 本季度业绩实现强劲反弹,主要得益于以下几个核心驱动因素:
销量与需求复苏
随着全球手套库存去化接近尾声,客户补库存的需求明显回升,带动工厂产能利用率提高。
运营效率与规模效应:
随着销量的增加,工厂的产能利用率上升,大幅降低了每千只手套的固定资产折旧和运营平摊成本。
平均售价趋稳或回升:
由于市场供需关系改善,手套的价格竞争有所缓解,ASP 趋于稳定并有向好的迹象。
三、 生产成本(Cost of Production)对比分析
本季收入同比增长了 31.9%。
本季运营费用 从 RM 821,932,000 增至 RM 953,638,000,增幅仅为 16%。.
Profit from operation RM141million
这证实了单只手套的生产成本因产量增加而被有效稀释,从而释放了更高的利润空间。
2026财年首9个月为z折旧RM230Mill
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