信佳国际(00912.HK)料部分海外订单转移至越南新厂
信佳国际(00912.HK)截至9月底止中期收入中,有52.7%来自美国市场。首席技术总监及电子制造服务分部行政总裁吴民卓表示,疫情下客户更注重分散风险,倾向在中国以外地区增加产能,因此集团正於越南建设超过3万平方米的新厂房,预计於2021年中旬投入运作,投产後可资本化当地业务,有助降低生产成本。
他预期,约一半美国客户受关税政策影响,另有部分其他地区客户会考虑到产地风险,陆续将订单转移至越南新厂房。部分生产迁往越南後,他指出,东莞厂房腾空出来的产能,将用於在国内拓展业务,未来2至3年会积极寻找更多中国客户。
吴民卓指,音响器材业务早前延迟的订单已陆续恢复,部分已计划於下半年度恢复出货,期望可带动业务回复。问到感恩节及圣诞节订单情况,他透露假期内订单持续,对感恩节後淡季尚未出现感到惊讶。
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