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天韵国际(06836.HK)引入四川发展可达协同互利贸易战对公司影响不大
阿思达克 06-14 16:55

天韵国际(06836.HK)去年9月引入四川省国企四川发展国际成第一大股东,持股27%,其後双方公布成立合营於四川投资建设果蔬产品深加工基地。天韵执行董事兼四川发展国际总经理助理王虎表示,四川发展业务涵盖金融、能源及现代农业等不同范围,资源整合体力强,而天韵为内地果蔬加工食品细分领域龙头,有产业背景优势,相信是次合作可达协同互利,四川发展可在原材料采购、融资获取等多方面,为天韵的发展壮大提供支持。

天韵国际主席杨自远则指,四川果蔬加工基地刚签署了项目落地协议,预计将於今年起动建设,投资约2亿元人民币。项目分成三部分设计,包括原材料加工、分选包装及贸易物流中心,其中加工部分产能约10万吨。

他称新加工基地有助公司完善产业布局,将产品线覆盖热带、亚热带等不同产区水果,公司将会以OEM业务作为基础,自家品牌作为核心竞争力,并加强发展鲜果贸易业务。

中美贸易战方面,杨自远提到公司自家品牌内销占超过一半,美国所占比例甚少,因此受贸易战影响不大。公司首席财务官何浩东补充指,美国市场占收入不超过5%,而公司是否有贸易战都会开拓新市场,目前市场相对分散,各市场都供不应求。

另外,对於四川发展未来会否增持,王虎表示天韵目前股价未反映其内在价值,不排除在适当时候进行可使公司价值反映的动作,例如回购或增持。

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