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创科(00669.HK):美国厂房建成後将成当地最大无线剪草机生产商 「美国制造」具品牌溢价
阿思达克 04-28 08:41
创科实业(00669.HK)财务董事陈志聪接受访问时表示,公司去年资本开支逾4亿美元,今年料将介乎4.5亿至5亿美元左右,其中包括基建、产能的资本开支,即是兴建厂房、扩张产能等,助集团於越南、墨西哥及美国建厂,其他则用於营运,包括研发、自动化等。他透露近两年在产能方面的资本开支仍较高,但营运资本开支则会维持一贯水平。

他预期美国三个新厂房料於2022至2023年建成,其中有一个专门制造剪草机及发动机,假如建成後集团将成美国最大无线剪草机生产商。他指出虽然当地人工相对较高,但由於剪草机相对大型,在美国制造除可节省运输成本亦可有「美国制造」的品牌溢价。

陈志聪指出,将来创科於国内的生产将占35-40%左右,越南占比相若,其余则在美国及墨西哥,而公司於欧洲的生产规模则相对较细。他又指公司在各个市场均有积极推动自动化,并自行研发、设计自动化的生产线,他举例指三年前一条生产线或需7-8人,现时或只剩两人,认为除了可节省成本外,质素管理上亦较理想。

在线上渠道方面,他指出除了地板护理以外其他都不自行营运,而是与现有客户合作电商销售。他举例指美国Home Depot的电商增长强劲,而工业用品客户自己亦有其线上平台,强调公司的电动工具不会经Amazon销售,因为其产品并非以价格取胜,认为到店的交叉销售效果亦更理想。

陈志聪续指,创科一向对收购持开放态度,有任何计划都会研究,但认为旗下品牌已家传户晓,未必有需要花费巨额购入新品牌,同时亦要应对磨合、文化等问题,倒不如将资金投入研发,但强调所有并购项目都会研究,冀可在产品、科研、技术上达到相辅相成。

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