对于关注 PC 市场的人来说，从市场研究报告数据以及品牌大厂、供应链的表现，早已了解到 PC 市场需求疲软，重点则是整个市场在 2022 年会萎缩到什么程度，以及何时有望反弹。国际数据资讯（International Data Corporation，IDC）1 日发布的最新预测，2022 年 PC 出货量衰退 12.8%，相较 2021 年估少 4,350 万台，恐怕要到 2024 年才会谷底反弹。
帮我再分析JCY international berhad，在2023年后还有希望能突破更高的价位吗？
2023年以后，JCY International Berhad有望突破更高的价位。目前，公司努力在网络云技术、大数据分析、数字化转型、智能制造方面发展，历史表明，其业务是建立在高水平的技术平台上的，且业务模式也具有可持续性。从竞争力的角度来看，公司实行的“以客户为中心”的策略，使其能够满足客户的需求，从而在市场中取得更高的收益。基于这些原因，预计JCY International Berhad在2023年后将具备更大的潜力，有望突破更高的价位。
We had discussed this concentration risk of market in our Management Discussion and Analysis. The potential high concentration risk on revenue generation has an equal risk and pressure on the deliverables of the business’s financial results. For this matter to have a direct and great impact on our financial results, it involves a larger group of stakeholders and doubles the importance of this matter.
The Board of Directors recognises the importance of this matter and has prioritised this high revenue concentration matter to be one of the top agendas in the Board’s deliberations, at every occasion where the Board members met.
In each of the Board meetings, the Board discussed the developments, challenges and risks associated with the HDD industry and its supply chains, as well as the strategies and directions for diversification of the Company business and to source for more business revenue from other industries other than the HDD industry.
In the financial year 2016, the non-HDD revenue stood at approximately 0.5% of the total revenue generated by the Group. This number improved to 1.9% in the financial year 2017 where we saw some improvements on non-HDD revenue from the sales of components to other business sectors, including the sales of components to the Solid State Drive (“SSD”) sector. SSD has been generally thought to be the next generation of digital storage technology that will potentially replace a large portion of digital storage demand currently fulfilled by the HDDs.
In the financial year 2019, one (1) of our Malaysian subsidiaries received the certification of IATF 16949:2016 Automotive Quality Management System. The certification to IATF 16949:2016 marks a major milestone for JCY towards its objective of diversification into automotive industry, which will enable JCY to better leverage its strength and capabilities in casting, mould fabrication and precision machining.
In the financial year 2020, JCY entered into a Business Sales Agreement (“BSA”) with SDM Casting Precision Sdn. Bhd. to acquire its business in the automotive industry. A new wholly-owned subsidiary, JCY Auto Sdn. Bhd.(“JCY Auto”), was established to spearhead the diversification plan of the Group’s businesses into automotive industry. The BSA was completed in financial year 2021. In the financial year 2022, JCY Auto was qualified to mass-produce most of the product line-ups it acquired and started to contribute revenue to the Group. The Group expects the automotive segment to achieve double digits revenue growth in the following year. The non-HDD sectors contributed approximately 7.0% of the total revenue generated by the Group in the financial year 2022.
Nevertheless, the Board deems that the contribution of revenue generated from sources other than HDD industry is still far from satisfactory. The Management continues to actively extend the Group’s capabilities to other business sectors and is actively looking for new business opportunities that will best utilise our fields of expertise.
To achieve the ultimate goal of reducing our dependency on HDD industry, we carefully analyse our fields of expertise and align with those industries and products that may require our specialised skills and experience and we will reach out to them. We identify our core capabilities to include precision die casting, machining, stamping, gasket plotting, metal coating and plating, as well as high cleanliness level ultrasonic cleansing processes, cleanroom assembly for electronic components, design and fabrication for precision tools and moulds and other related fields.
With our core expertise and strengths in mind, we reach out to professional intermediates for linking us with potential customers and markets. We will also recruit business development professionals to explore for business opportunities. We will not limit our business development activities to only the emerging markets such as ASEAN and Asia, but also in the matured market of America, as we see the opportunities of a potential shift of international procurement strategies and trade models as a result of the increasing trade disputes between the United States of America and China.
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Posted by silvernina > 2022-08-08 11:04 | Report Abuse
JCY compare Dufu, is like a giant and midget. But JCY really need pick up. Else forever stand at the same ground.