《新股》藍思科技(06613.HK):訂單沒有受關稅影響 海外設廠持謹慎態度
藍思科技(06613.HK)於香港招股,每股招股價介乎17.38元至18.18元,每手200股計,一手入場費3,672.68元,並引入小米-W(01810.HK)、世運電路(603920.SH)等10個基石投資者,預期集資45.9億元。
集團為蘋果(AAPL.US)供應商之一,被問到關稅對訂單的影響,副總經理、中國區總裁兼董事會秘書江南指,集團與客戶的黏性很強,目前訂單並沒有因為外部原因而有非常大變化。
集團副總經理兼財務總監劉曙光指,集團在七、八年前已建立海外產能,並會與客戶一起配合以減低影響。他又指,會跟隨客戶要求規劃海外產能,目前已在越南及泰國建立廠房,但由於海外廠房的成本、良率等都不及國內廠房好,因此考慮海外設廠時會持謹慎態度。
基石投資者方面,江南表示希望引入更多有戰略協同的夥伴,而小米為集團五大客戶之一,集團為小米製造穿戴設備等產品,未來在汽車、智能手機及家電等產品有很多發展機會。
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