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俊知集團(01300.HK):積極配合中國電訊業發展,專注科研電信業務
格隆匯 06-05 21:16

格隆匯6月5日丨俊知集團(01300.HK)集團自開業以來,每年百分之九十以上的銷售是售予中國三大電信運營商與(及後來成立的)中國鐵塔股份有限公司("鐵塔公司")。集團經歷由3G、4G,到2019年中國正式進入商用5G時代,集團作為基站及通信網絡建設產品,包括鐀線、光電混合纜、阻燃軟電纜等產品的供貨商,一直受惠於中國網絡建設的電信業高速增長,為行業重點受益企業之一。

集團憑着多年來信譽,融資成本低,瞭解到在中國電信運營商高速建網的同時,中國電信運營商需要龐大的建網資金,為推動電信基礎設施的效率和效益,有力支撐中國電信業的高質量發展,集團更作為銷售策略之一,為集團的主要客户中國三大電信運營商及鐵塔公司隨着其建網的高增長授予額外的信用週期以爭取市場分額,與其長期維持良好的合作關係。

公司成立初期至今,作為集團的營銷策略,集團一般給予其客户介乎180日至360日的信貸期,因此集團的應收賬款週轉天數較長,近年貿易應收款項及應收票據的週轉日數平均約為一年,同時為支持中國三大電信運營商及鐵塔公司的網絡投資,因應上述市場策略而令集團在貿易應收款項對比總資產的比例較高。

集團聚焦電訊業科研發展,每年投放大量研發開支,專注電信設備銷售業務,以提高集團的競爭力。在海外銷售方面,集團積極以質量贏取客户信任,在向海外客户應收賬款方面處理非常審慎。我們預期在5G時代,集團將維持相關政策,拓展集團的銷售渠道,尋求增長機遇以創造更多業務發展。

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