瑞聲(02018.HK):有信心WLG年底可達2,000萬產能
瑞聲科技(02018.HK)董事總經理莫祖權出席網上業績發布會時指,公司早前計劃年底前將WLG生產產能提升至3,000萬片左右,他透露現時每月已有200萬產能,10月份重慶應會看到第二個生產基地,相信將大大提升產能,料到年底前3,000萬產能或是較進取的目標,但2,000萬產能應可做到。
而光學業務早前獲小米(01810.HK)及OPPO投資,總裁特別助理郭丹認為相關戰略投資對公司有利,有助優化光學業務的股東結構,改善產業地位提升價值。至於會否將瑞聲通訊分拆上市,莫祖權指相關資訊屬內幕敏感消息,董事局暫時未有要公布的消息或IPO正在進行中。
針對華為被美國抵制,郭丹指不評論單一客戶,強調公司角度來說最重要是靈活調整產能和布局,而瑞聲很早已在越南、馬來西亞等地布局,有海外工廠管理的經驗,未來可靈活處理亦會為遇到困難的客戶提供支持,考慮到其他手機廠商亦會獲得市場份額,故未對公司造成不利影響。莫祖權指出公司的海外發展會視乎長遠策略,相信瑞聲的管理層跟生產團隊有能力快速在中國以外地方設好需要的生產,強調不單聚焦海外,亦會繼續在內地如南寧、重慶等地設生產網絡。(el/a) ~
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