- 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
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