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《新股消息》中集車輛(01839.HK)透過多項措施應對貿易戰未見市場放緩
阿思達克 06-26 17:49

中集車輛(01839.HK)首席執行官官兼總裁李貴平於記者會指,公司美國收入佔整體25%,而且半掛車在首批加徵關稅名單上,故有受貿易戰影響,但目前已透過優化內部生產、供應鏈、營銷等措施降低影響,同時亦積極與客戶溝通,因最後成本都會轉嫁消費者,相信可有效管控風險。

公司的毛利率從2017年的14.7%減少2018年的13.1%,主因無法將原材料成本增加的影響悉數轉嫁予客戶及毛利率較低的車輛的銷量增加,執行副總裁兼首席財務官紀海峰指,相信多地區的供應鏈及生產怖局,有助抵銷部份影響。

李貴平指,現時無見中美市場的半掛車增長有放緩的趨勢,希望兩國可盡快就貿易戰問題達成共識。紀海峰指,中國市場的更新換代,以及國家對環保和打擊違規車輛的政策,都於過去一直支持公司發展,公司亦已做好準備,在國內多個地區建設生產設施,以迎接產能需求。

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