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嘉利國際(01050.HK)料疫情刺激伺服器需求 泰國新廠年底試運
阿思達克 07-05 16:54
嘉利國際(01050.HK)主席助理兼財會部主管何偉汗表示,疫情下全球數碼化、雲端服務、線上商務等加快發展,HP、Lenovo、Dell等主要客戶對伺服器產品需求增加,加上4G轉5G較預期慢,因此相信未來一年集團業務仍會呈增長趨勢。

為降低貿易風險及因應客戶需求,除在建設東莞新綜合生產大樓外,嘉利亦正於泰國部署新廠房,計劃於今年12月試產,初期每月產能逾3萬套伺服器外殼,為東莞工廠的約三分之一。

何偉汗解釋,泰國作為集團首次出海嘗試,屬租用廠房,將根據數據中心客戶需求調整產能,未來亦不排除自建廠房,期望與當地製造商合作,可取得汽車零部件訂單。另外,嘉利正發展新能源電動車充電樁外殼生產業務,在手訂單額約400萬至500萬元,主要來自歐洲客戶,未來會積極拓展內銷市場。

房地產業務方面,首席財務官黃浩鈞指,已就計劃以介紹形式分拆地產業務獨立上市與聯交所洽談,正等候進一步回覆,認為分拆後兩大業務可有明確區分,釋放價值,未來傾向繼續尋找廣東省內的工業地皮發展,亦會與內房發展商合作,不會太過進取地於公開市場競拍土地。

他又指出,地產業務已進入高速收成期,全資擁有的「嘉輝豪庭」項目第四及五期累計預售逾300伙,有約40伙已入賬,餘下約260個單位預期下半年至明年內入賬。

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