嘉利國際(01050.HK)料下半年訂單量與上半年相若 未擬擴大泰國廠房規模
嘉利國際(01050.HK)主席助理何偉汗表示,集團的最差時間已經過去,雖然預期業務不會有大反彈,但相信成本會較低。他提到,公司一直尋求更便宜的借貸,例如向香港銀行借貸,並傾向短期債,又會持續將部分港元債變為人民幣債。他相信,以上操作在下半年會有更明顯效果,預期利息支出會再下降。
他指,AI相關產品的訂單料於明年起交付,集團會同時生產AI相關及傳統訂單,以爭取市場份額。他希望集團可以得到更多IT以外的訂單,因為IT產品對政策敏感度高,故期望減少對該類產品訂單的依賴。另外,他預計下半年的訂單量與上半年相若。
對於集團位於泰國的廠房,他透露,總投資約2,000萬美元,已將部分內地的生產機器調去泰國廠房,該廠的機台數量是東莞廠的十分之一,但在利息高企的環境下,不會進行大規模投資或擴廠。他透露,現時泰國廠房正生產硬碟,長遠則計劃生產伺服器,預料明年中會開始實行。不過,他強調當地廠房的規模會較內地細,主要是負責新訂單,特別是輸出到美國的訂單,而集團大部分訂單暫時仍會在內地生產。
他指,近日中美保持溝通,加上美國通脹問題,預料將帶動關稅適當地減少。他又認為,「中國加一」(China plus one)的政策是大趨勢,不同公司都希望分散廠房,以平衡供應鏈。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.