信義玻璃(00868.HK)稱正尋找海外新廠房選址暫無意再減持信義光能(00968.HK)
信義玻璃(00868.HK)執行董事李聖根在午宴上表示,今年上半年浮法玻璃價格較為疲弱,使集團該業務營業額出現下跌,但浮法玻璃價格自5月開始已由低位回升約2%至3%,在需求持續的情況下,預期下半年浮法玻璃價格會與上半年相若。
行政總裁董清世補充指,近兩月浮法玻璃部分原材料均價較上半年為低,如情況持續或可對業務毛利表現有利。另外,他稱集團積極開拓不同地區的市場,除中國及馬來西亞廠房外,目前正在東盟及鄰近歐洲的地點尋找選址興建新廠房,期望可在今年選出合適地點,相信新廠房基地有助集團汽車玻璃等業務進一步全球化,惟目前暫不考慮在北美設汽車玻璃廠房。
中美貿易戰方面,李聖根稱,集團上半年在北美的銷售仍有上升,雖然汽車玻璃產品涉及美國對中國貨品加徵的25%關稅,但由於可替代供應商少,大部分客戶都願意接受產品價格提升,而今年5月至7月的接單按年比較亦沒有下降。
信義玻璃於今年6月以配售方式,減持信義光能(00968.HK)共3.9%持股,董清世指,集團早年曾於市場增持信義光能,早前的減持不影響對信義光能的原始持股部分,而集團會收集及聆聽股東意見,目前暫無再減持的想法或安排。
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