敏實集團(00425.HK)上半年純利3.7億元 同比減少58.6%
格隆匯 8 月 28日丨敏實集團(00425.HK)公佈，2020年上半年，集團實現營業額約48.49億元(人民幣，下同)，同比減少20.9%； 公司擁有人應占純利3.7億元，同比減少58.6%；每股基本盈利0.321元，不派中期股息。
於回顧期間，集團持續強有力地推動敏實卓越運營系統("MOS")的開展，於中國、泰國及墨西哥工廠從深度和廣度上深入落實MOS，運用成統籌支柱持續完善成損失模型，更加詳細地分析並最終有效地攻擊在運營過程中產生的各種浪費和損失。於回顧期間，針對工具的運用及標準化，集團已完成反應階段的部署，預防階段的落地實施已在部分產品線逐步展開。集團持續以MOS為評價標準，從管理、"環境╱質量╱安全"、成、人力資源、卓越製造、物流與供應鏈七個維度積極推動集團內各工廠間的交流與評比，同時以電池盒產品線作為試點，增加早期產品管理模塊的評價標準，降低產品量產前的風險及成，實現全球MOS標準化及一體化。
於回顧期間，新冠肺炎疫情重創全球汽車產業鏈，集團中國及海外主機廠客户均因此短暫停產或縮減訂單。
於回顧期間，集團新業務承接繼續保持穩健發展。在新產品系方面，電池盒產品線業務的承接，取得了突飛猛進的增長。於回顧期間，集團承接大眾MEB平台歐洲向電池盒訂單，繼續擴大在寶馬、雷諾、日產、捷豹路虎等客户的電池盒業務份額，同時新承接來自寧德時代等新客户的訂單。憑藉上述業務承接可觀的訂單預期，使得集團成為鋁電池盒領域全球最大的供應商一。同時，集團亦在持續拓展日系客户雷達罩、發光標牌等業務。
此外，集團在底盤結構件及車門系統相關零部件等創新產品方面也陸續通過客户評審，並斬獲訂單，從而進一步拓寬集團的產品維度。在新客户和新市場方面，集團業務也取得進一步突破。集團首次進入美系高端電動車品牌供應商體系，並承接到鋁飾條訂單。在日系海外業務方面，集團成功進駐多個市場，承接到北美豐田行李架，日豐田門框飾條，以及日馬自達的後三角總成等業務。
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