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天韻國際(06836.HK)引入四川發展可達協同互利貿易戰對公司影響不大
阿思達克 06-14 16:55

天韻國際(06836.HK)去年9月引入四川省國企四川發展國際成第一大股東,持股27%,其後雙方公布成立合營於四川投資建設果蔬產品深加工基地。天韻執行董事兼四川發展國際總經理助理王虎表示,四川發展業務涵蓋金融、能源及現代農業等不同範圍,資源整合體力強,而天韻為內地果蔬加工食品細分領域龍頭,有產業背景優勢,相信是次合作可達協同互利,四川發展可在原材料採購、融資獲取等多方面,為天韻的發展壯大提供支持。

天韻國際主席楊自遠則指,四川果蔬加工基地剛簽署了項目落地協議,預計將於今年起動建設,投資約2億元人民幣。項目分成三部分設計,包括原材料加工、分選包裝及貿易物流中心,其中加工部分產能約10萬噸。

他稱新加工基地有助公司完善產業布局,將產品線覆蓋熱帶、亞熱帶等不同產區水果,公司將會以OEM業務作為基礎,自家品牌作為核心競爭力,並加強發展鮮果貿易業務。

中美貿易戰方面,楊自遠提到公司自家品牌內銷佔超過一半,美國所佔比例甚少,因此受貿易戰影響不大。公司首席財務官何浩東補充指,美國市場佔收入不超過5%,而公司是否有貿易戰都會開拓新市場,目前市場相對分散,各市場都供不應求。

另外,對於四川發展未來會否增持,王虎表示天韻目前股價未反映其內在價值,不排除在適當時候進行可使公司價值反映的動作,例如回購或增持。

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