东江集团(02283.HK) 首务财务官张芳华表示，今年打算扩张越南、深圳总部及惠州等地的生产基地产能，料涉资1.8亿元。首席执行官翁建翔补充，越南厂房目前占总产能不足10%，希望扩张厂能后，可达20%。
公司截至去年6月底，在手销售订单达10.7亿元，按年增24.3%。张芳华称，由于下半年属传统消费旺季，估计去年下半年销售会较上半年录得逾30%的增幅。
张芳华指，受产品周期缩短影响，以往可对模具独立收费，现今有较多客户要求在相关收费上有要求，所以毛利率较2022年及2023年相比或会受压，惟强调随产能使用率提高，毛利率增长会逐渐复苏。公司去年上半年毛利率按年增1.5个百分点至24.8%。
至于美国加征关税，东江集团主席李沛良则指，都是视乎客户的需求而定，暂时未见有太大影响。(vc/w)
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