福日電子(600203.SH)：擬投建通訊終端智能製造項目
格隆匯12月20日丨福日電子(600203.SH)公佈，公司全資子公司深圳市中諾通訊有限公司(“中諾通訊”)之全資子公司以諾通訊擬通過自籌資金及銀行借款專項投資建設通訊終端智能製造項目，項目總投資估算約6.62億元人民幣。項目建設期的主要工作內容有：設備購置及安裝調試、人員招聘及培訓、試運行與驗收，該項目建設期計劃為28個月。
此次對外投資是中諾通訊根據其行業發展趨勢及產業規劃進行的合理佈局，對其後續業務拓展具有重要意義：
(一)有利於抓住智能手機行業發展機遇，實現中諾通訊快速發展。隨着5G通信逐步商業應用，智能手機將迎來新的發展機會，ODM廠商將憑藉其產業鏈整合能力及低成本優勢而快速發展，幫助手機廠商更有效控制成本、更迅速對市場變化做出反應。中國手機ODM廠商競爭格局逐步穩定，以及手機品牌商逐步向中高端智能機不斷突破，手機加工製造未來的策略也將同步向中高端市場進行突破。為抓住新的智能手機行業發展機遇，進一步鞏固ODM行業的地位，中諾通訊將新建SMT貼片線、組裝線、包裝線等智能手機生產線，同時引進先進的生產設備和優秀的管理人才，擴大高端智能手機產品的生產能力，從而實現公司的快速發展。
(二)有利於突破產能瓶頸，滿足中諾通訊業務持續增長。近年來，中諾通訊業務發展迅速，銷售收入保持持續增長態勢。但是受制於手機制造業務的季節性及產能儲備情況，中諾通訊各年度的下半年常處於超負荷生產狀態。未來幾年，隨着5G通信逐步商業應用，智能通訊產品需求量也將持續提升，中諾通訊目前生產能力已不能適應旺盛的市場需求和訂單的快速增長。此外，公司海外市場開拓取得重大進展，海內外業務訂單充足而產能不足的矛盾愈發突出。因此，對智能手機的生產線進行擴建是必然選擇。本次擴產必將有助於解決中諾通訊產能不足問題，提升市場競爭力。
(三)有利於優化和完善中諾通訊的產品結構及服務佈局。此次擴產除了提升中諾通訊現有的設計能力、擴大智能手機生產能力，還將加大對組裝包裝和檢測環節的人員和設備投入，提升整機生產製造能力，提高產品的合格率和可靠性。預計項目建成後，中諾通訊產品生產及服務水平得到有效提升，能更好地滿足客户多樣化需求，還將提升整體生產技術水平，為搶佔市場制高點奠定基礎。因此，此次擴產有利於優化中諾通訊產品及服務，增加公司利潤增長點，提升公司持續盈利能力。
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