维珍妮(02199.HK)冀提升越南厂毛利率和效率无新建厂计划
维珍妮(02199.HK)主席兼首席执行官洪游奕於记者会指,越南厂房D及E厂会於今年下半年投产,同时亦会於兴安建Santoni厂房,以补充现有越南海防厂房的不足,除以上项目外,集团目前无计划於2019及20年度投资额外生产措施。
他指,过去越南建厂速度很快,而建新厂的投资和准备会拉低毛利率,未来希望将毛利率提升至回到上市前数字,以及提升现有厂房效率,又指现时的规模有优势,能够吸引新客户,同时重申仍有土地储备,可兴建2至3间新厂,而未来2至3年的增长动力仍在越南。
他表示,对现时订单增长情况感满意,中美贸易战对公司的影响主要为生产地调配,将出口美国货品全部转移至越南,目前美国订单占公司销售58%。
首席财务官姚嘉骏指,在无新厂房的建设下,资本开支会较以往下降,今财年已降35-40%,主要用於今年营运的新厂房装修和购置设备。
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