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信星集團(01170.HK):預計越南受影響廠房停產對公司上半財年盈利產生一定影響
格隆匯 08-23 18:15

格隆匯8月23日丨信星集團(01170.HK)公佈,有關集團于越南平陽省的廠房出現COVID-19個案,而暫停生產的公吿,平陽省當局於2021年8月15日公佈延長社交隔離及宵禁措施,於若干城市,包括集團廠房所在的順安繼續實施至2021年8月31日。

監於此指令及當地繼續受COVID-19爆發影響,受影響廠房會維持暫停生產,直至2021年8月31日。因此,管理層目前估計受影響廠房可能於2021年9月恢復正常生產。董事會繼續考慮一旦情況許可,安全地恢復正常生產的時間表和所須步驟。

集團於截至2022年3月31日止年度的開局理想,訂單錄得增長。根據公司管理賬目所示的未經審核數據,於2021/22年6至6月季度,集團預期所產生的營業額按年增加20%。然而自越南受影響廠房於2021年7月12日起暫停生產後,集團營業額升勢受到干擾。集團持有40%權益,位於越南中部的聯營廠房則未有受到影響,維持正常營運。由於柬埔寨廠房自2021年七月起逐步提產以承接更多訂單,緩減整體影響,因而預期柬埔寨於2021/22年七至九月季度所產生的營業額會有所增加。

董事會並預期,由於COVID-19爆發,越南受影響廠房將產生額外成本。除為廠房消毒及為該廠員工進行檢測的相關開支外,受影響廠房須於暫停生產期間向員工支付強制性工資(以最低工資水平為基礎計算)。據董事會評估,此等成本會對集團2021/22年上半年業績的盈利產生一定影響。

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