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[转贴] DUFU 周年股东大会 - Stockaholics

Tan KW
Publish date: Tue, 07 May 2019, 06:17 PM
Tan KW
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  • 公司新的工厂将会在今年6月开始投入生产
  • 新的工厂开始投入生产后，公司的capacity将会增加一倍
  • 目前公司生产线的utilisation rate大约是60%左右。相比于他们的巅峰期是介于80-85%
  • 管理层表示2019前半年的业绩不是很满意，市场需求比较慢，但是管理层相信下半年的需求量会增加，全年业绩应该可以媲美去年的业绩。
  • 美国贸易战对他们并不会造成太大的影响
  • 管理层表示他们会比较专注于HDD的生意，暂时不会把non-HDD生意拉高成对比
  • 公司不会有太大的原料价格波动，因为公司是以美金购入原料，再以美金卖出其产品

WY, Stockaholics

 

DUFU (7233)
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Discussions
2 people like this. Showing 3 of 3 comments

john doe

Utilisation rate ~60% still needs new factory??

2019-05-08 08:13

WHO AM I

WON'T DIE SO FAST, IT WILL SLOWLY SLOWLY DIE.

2019-05-08 17:10

cheren

Factory expansion not today buy tomorrow able to start use. It require some time to setup(LMW license, bomba approval, business license, machine commencing and etc) before enter.
Dufu expand the capacity 2 times with existing either it will have new customer or HDD order increase further or over estimate the order trend.

2019-05-09 20:36

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