創科實業(00669.HK):建立庫存搶市場份額 冀下半年及往後增長繼續跑贏
創科實業(00669.HK)行政總裁Joseph Galli在業績線上會議時表示,公司上半年毛利率提升至38.6%並成功捕捉市場份額,強調將繼續積極投放於策略投資,包括研發、產品管理等。上半年集團存貨周轉日由102日增加34日至136日,他解釋公司打算將庫存用作武器,期望透過提升庫存於全球搶佔更多市場份額,他又預期今年下半年及明年以後集團增長將繼續跑贏市場,同時亦會推出更多產品,但強調不會為了粉飾業績而削減庫存或推出如氣動工具等不環保的產品。
上半年旗下Milwaukee品牌銷售增長64.1%,其中北美增長59.8%、歐洲增90.2%,而其他市場則升58%,他強調品牌具國際化團隊,往後亦會繼續進取地搶佔市場份額,認為Milwaukee採取的策略主打充電式工具,對市場來說十分創新,相信無線工具的市場非常龐大並有很多機遇。
他續指,針對有競爭對手攻擊旗下主打DIY的品牌RYOBI,他強調RYOBI規模是對方三倍,屬全球最強的DIY品牌,強調將藉其國際優勢繼續發展。至於有評論認為DIY市場已趨向平穩,他則認為說法極不準確,因為DIY於無線設備方面仍有巨大機遇及發展潛力,集團會繼續針對相關市場開發新用具,他舉例指現時汽車維修、保養市場增長強勁,針對DIY用家需求公司亦有開發合適的工具,認為其品牌定位獨特,可服務不同的DIY客戶。
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