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嘉利國際(01050.HK):工業業務不受貿戰直接影響 8至9月份起訂單已回到正常水平
阿思達克 12-04 15:17

嘉利國際(01050.HK)首席財務官蔡瑋軒在傳媒午宴上表示,公司的工業業務不涉及電子,加上以墨西哥為主,因此並沒有受到貿易戰的直接影響,較多是受到全球經濟氣氛轉差的心理因素所影響。他提到,去年客戶在落訂單方面的取態較為審慎,而在今年8至9月份開始,客戶的訂單明顯增加,重回至以往正常的水平。他相信公司下半財年(截至明年3月底止)工業業務的訂單可以維持上半財年的水平。

他透露,公司今年開始與Dell有伺服器零部件上的合作,相信這個新客戶會是公司未來工業業務上的強大增長點,雙方會有更多項目上的合作。

另外,公司亦有意在中國市場上積極與潛在客戶接洽,目標包括華為。被問及會否擔心與內地受貿易戰牽連的企業合作會有風險時,主席助理兼財會部主管何偉汗透露,由於公司只是負責生產伺服器外殼部分,因此無須擔心合作涉及中美貿易戰的問題。他坦言,以往公司多與美國客戶合作,留意到中國的市場愈來愈重要,因此亦有意參與,但由於兩邊市場的文化不同,國內市場傾向以具競爭力的價錢爭取訂單,因此在發展時都會從利潤方面作考量。

何氏指,由於現時廠房的利用率已達大約八成,在有客戶加入的情況下,暫時有計劃於2020下半年興建新廠房,正在等待政府審批。

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