播种延迟、作物保护供应紧张将影响安道麦销售

安道麦预计上半年销售额将下降,原因是全球许多地方的作物保护剂应用减少,供应持续紧张以及天气条件导致播种延迟。

这家中国化工旗下的公司预计 2019 年上半年销售额将超过 $20 亿,按固定汇率计算与去年持平,按美元计算略低于去年,受大雪和史无前例的洪水影响在北美,以及欧洲和亚太地区的极端干旱天气。

“Continued strong contribution from Latin America, India and Middle East, as well as new joiners Bonide and Anpon, together with further significant price increases across all regions, partially offset these weather- and supply-related delays and allowed the company to maintain a stable gross margin,” a company statement says. In China, ADAMA continues to see strong demand for its differentiated, formulated and branded products, as it continues to prioritize these sales through its own channels by shifting away from sales of unformulated, technical active ingredients to intermediaries.

继荆州老厂区 3 月下旬复产后,安道麦正逐步推进产能提升。新的最先进的废水处理设施投入运行,升级后的生物分解系统正在适应改善后的废水质量。在此过程中,公司仍然受到现场生产的某些关键产品供应受限的影响,并在半年内记录了约 $21 百万的相关闲置成本。

展望下半年,随着表现强劲的南半球地区进入旺季,以及荆州老厂的产量增加,公司预计业绩将有所增强。