創科(00669.HK):美國廠房建成後將成當地最大無線剪草機生產商 「美國製造」具品牌溢價
創科實業(00669.HK)財務董事陳志聰接受訪問時表示,公司去年資本開支逾4億美元,今年料將介乎4.5億至5億美元左右,其中包括基建、產能的資本開支,即是興建廠房、擴張產能等,助集團於越南、墨西哥及美國建廠,其他則用於營運,包括研發、自動化等。他透露近兩年在產能方面的資本開支仍較高,但營運資本開支則會維持一貫水平。
他預期美國三個新廠房料於2022至2023年建成,其中有一個專門製造剪草機及發動機,假如建成後集團將成美國最大無線剪草機生產商。他指出雖然當地人工相對較高,但由於剪草機相對大型,在美國製造除可節省運輸成本亦可有「美國製造」的品牌溢價。
陳志聰指出,將來創科於國內的生產將佔35-40%左右,越南佔比相若,其餘則在美國及墨西哥,而公司於歐洲的生產規模則相對較細。他又指公司在各個市場均有積極推動自動化,並自行研發、設計自動化的生產線,他舉例指三年前一條生產線或需7-8人,現時或只剩兩人,認為除了可節省成本外,質素管理上亦較理想。
在線上渠道方面,他指出除了地板護理以外其他都不自行營運,而是與現有客戶合作電商銷售。他舉例指美國Home Depot的電商增長強勁,而工業用品客戶自己亦有其線上平台,強調公司的電動工具不會經Amazon銷售,因為其產品並非以價格取勝,認為到店的交叉銷售效果亦更理想。
陳志聰續指,創科一向對收購持開放態度,有任何計劃都會研究,但認為旗下品牌已家傳戶曉,未必有需要花費巨額購入新品牌,同時亦要應對磨合、文化等問題,倒不如將資金投入研發,但強調所有併購項目都會研究,冀可在產品、科研、技術上達到相輔相成。
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