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津上机床中国(01651.HK)冀下半财年海外需求反弹
阿思达克 11-12 16:54
津上机床中国(01651.HK)截至9月底止2021上半财年海外收入占比达16.7%,按年下降近7%。副总裁李泽群解释,海外市场占比正常水平为约三成,期内受疫情影响,透过母企销售至海外的订单大大减少,但相信随着日本及欧美疫情好转,下半财年需求将反弹,价格压力亦会减轻。

主要业务机床销售方面,他指出,海外机床市场较成熟,预期国内市场未来仍有相当大的发展空间,长远而言国内销售占比可提升至80%以上。

期内集团汽车行业销售贡献达23.7%,较2020下半财年下降近12个百分点。他提到,8月起订单已恢复增长,9月份公司汽车业务销售额达8,000万元人民币,占总收入比重回升至约40%。他预期,内地汽车行业正在稳步复苏,加上政策支持新能源汽车销售,料下半财年业务贡献会有所提升。

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