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東江集團(02283.HK):近月訂單持續增長 關注下游裝配成品收購機會
阿思達克 09-04 14:45
東江集團(02283.HK)截至今年6月底止在手訂單額達到8.58億元,較去年底增長5.4%。執行董事兼首席執行官張芳華坦言上半年訂單情況未如理想,但指出6月至8月份在手訂單每月都持續增長,預期可保持一定毛利率及淨利潤率。 但他指出,由於去年下半年訂單額達到13億元,因此預料今年下半年經營仍會較困難,與上半年比較或可錄得增長,但估計未及公司早前預測。執行董事兼行政總裁翁建翔表示,經濟低迷下客戶傾向控制資本開支,今年市況已不能再差,但相信行業發展下產品持續多樣化,公司主要客戶多為國際頂級品牌,仍關注新產品研發,憧憬息口預期已見頂,明年表現料將反彈。 集團去年曾透露正尋找與醫療相關收購機會,他表示,未來會探討拓展至現有業務相關的下游裝配、成品新業務,或會考慮併購ODM與OEM生產商。 目前東江集團於深圳、惠州、蘇州及越南設有生產基地,其中越南注塑生產廠房正積極開發來自東南亞及歐美市場的客戶。翁建翔指出,疫情下產能擴展計劃有所延遲,目前預期越南業務將加快發展。
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