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津上精密機床(01651.HK)貿易戰拖累訂單放慢倘情況緩解需求或回復
阿思達克 07-02 08:42

津上精密機床(01651.HK)副總經理李澤群出席傳媒午宴時表示,貿易戰影響在2019下半財年逐漸展現出來,期內民營經濟信心不足同時面對外部困難,但總計2019財年收入仍按年增23.2%至28.5億元人民幣。他指出貿易戰對公司直接影響不大,因為公司直接出口至美國佔比不足5%,但要做對美訂單的客戶就會受影響,另外市場心理亦會受拖累,客戶或會憂慮訂單情況而不擴大產能。他又透露有客戶下訂後取消訂單,但比例十分細。

他指出公司2019財年平均售價有約6.8%的增長,部分是因為集團早前提價的措施見效,另一方面是受惠內地製造業向高端化發展,而銷售規模提升等亦帶動了毛利率提升至25%。他指出今年1-4月訂單情況非常好,按年亦有增加,踏入5月中美貿易戰談判現波折,影響到訂單表現,但他認為如形勢有所緩解的話,市場需求便會回復,惟現時較難預計訂單放慢情況會持續多久,現時看5、6月訂單亦有減少。

李澤群指出,公司位於安徽的新廠房預計將在2021年開始投產,產能增長會視乎市場需求而定,他指出公司需繼續投入新機型、產品及技術才能有更好的獲客能力,按下來的財年產能可能會有所過剩,但長線來看行業需求不容置疑,故要先做好準備,此外亦看好5G發展及電子煙等的發展機遇。

他指出今年將投入四款新機,當中兩款為現有機型升級換代,另外兩款則為新機型,此外公司亦將在廣東中山及江蘇泰州增設兩個辦事處,並將武漢及成都的店舖升級作旗艦店,助產品展示等。

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