富智康集團(02038.HK)2022年盈轉虧至7210.7萬美元
格隆匯3月10日丨富智康集團(02038.HK)公佈,截至2022年12月31日止年度,公司營業收入93.9億美元,同比增加9.46%;公司擁有人應占虧損7210.7萬美元,去年則溢利5633萬美元,盈轉虧;每股淨虧0.91美仙。
鑑於全球智能手機增速放緩,出貨量下降,集團致力於分散手機的收益貢獻,減輕依賴單一客户、產品和地區的風險,並投入更多資源加強業務發展功能和能力。但滲透現有客户和開發新客户存在內在困難。面對如此不利市況,客户可能因多項原因而改變EMS(電子製造服務)與ODM(原設計製造)服務供應商間的生產。
該等原因包括競爭格局、消費行為及消費傾向的變化、"中國加一"戰略、去全球化、對其產品的需求、全球經濟、區域地緣政治緊張局勢、供應商╱客户迴流計劃、勞工成本、定價優惠、更優惠的付款條款及條件、税收效率、分散風險、企業風險管理、環境、社會及管治合規、物流成本及價值鏈優化、工程及產品開發服務質量、準時交付及税務優惠。客户亦可能改變其外包策略及外包業務量,以透過其供應鏈能力或輪換其供應鏈合作伙伴進行垂直整合或合併,或透過進一步承包或集中其EMS供應商的位置提高專業化程度。事實上,集團一直面臨客户正在將業務內包的風險。
整體而言,OEM和ODM服務市場的技術日新月異,工藝持續發展,集團將投入資源,發展該兩個領域,增強公司的能力和長期可持續發展。公司持續不懈進行業務多元化及轉型,保持精簡和擴張海外業務並持續改進,對集團的長期可持續發展至關重要,在戰略上使集團能夠利用OEM/ODM產業的未來增長前景,使公司成為客户更強大且可信賴的長期合作伙伴。
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