貿易通2019 年年報
Chairman’s Statement (Continued) 主席報告書 (續) Tradelink Electronic Commerce Limited Annual Report 2019 12 前景(續) 其他服務分部將面臨與其他業務分部的同樣情 況,甚或更為激烈的挑戰。香港零售商為智能銷 售點解決方案的主要客戶,由於上年下半年的本 地社會活動,彼等的業務大受打擊。今年年初爆 發的新型冠狀病毒更令情況雪上加霜,使彼等面 對有史以來最艱難的營運環境。我們不太期望銀 行客戶會如去年上半年一樣,繼續為其零售客戶 落大額智能銷售點訂單,起碼可見的將來不會。 有鑒威脅浮現,我們已改善策略,與收款平台合 作夥伴協作,為中小企零售商提供智能銷售點解 決方案,該行業一般未獲銀行全面覆蓋。我們預 期,其他服務下的 GETS 相關業務如往常大致跟隨 核心 GETS 業務的方向,於二零二零年下滑。然 而,好消息是透過投標活動,我們重獲收集紙張 貿易報關服務的合作夥伴,我們在二零一九年年 初將此合作夥伴敗給競爭對手,但由於他們提早 終止其兩年合約,我們成功把握此機會,並在二 零一九年年底贏得了該合作夥伴的招標。由於與 合作夥伴訂立的新合約於二零二零年年初開始, 我們預期向貿易報關用戶提供紙張轉換電子文件 服務的收益將會增加。話雖如此,基於預測智能 銷售點業務的下跌程度,其他服務業務的二零二 零年前景仍然悲觀。 最後,我們亦對中國聯營公司南方於二零二零年 的前景不甚樂觀。南方的業務會繼續受到數個原 因打擊,最主要是因為實施國家單一窗口,其最 具盈利能力的小船艙單報關服務終止。此外,股 東牽涉南方與其他外在第三方法律案件,對其業 務聲譽及合作夥伴關係造成的負面影響亦有打 擊。我們會保持警惕,密切注意其於主要國有企 業控股股東領導下的發展。因此,除非有重大突 破,否則我們相信本集團分佔南方溢利於二零二 零年將會下跌。 Prospects (Continued) Our Other Services segment will face the same, if not more intense challenges as the other business segments. Retailers in Hong Kong, key customers of our Smart PoS solutions, have had their businesses badly hit due to the local social movement in the latter half of last year. With the novel coronavirus outbreak since earlier in the year rubbing salt into the wound, they are facing one of the most severe operating environments ever. We are not so hopeful that our bank customers would continue placing big orders for Smart PoS deployment for their retailer clients as they did in the first-half of last year, at least in the near future. In view of the emerging threat, we have refined our strategy to work with a payment gateway partner to deploy Smart PoS solutions for SME retailers, a market generally not well-covered by banks. As for our GETS-related business under the Other Services, we would expect that it would as usual largely follow the direction of our core GETS business, and plummet in 2020. However the good news was that through its tendering exercise, we have won back the partner which provides paper collection services for trade declaration. We lost this partner to our competitor in early 2019 but due to the early-termination of their two-year contract, we successfully seized the opportunity and won the tender issued by this partner in late 2019. As our new contract with the partner will commence in early 2020, we expect revenue from our paper-to-electronic conversion services for trade declaration users would increase. That said, with the degree of decline expected in our Smart PoS business, the outlook of our Other Services business in 2020 is still on the pessimistic side. Last but not least, regarding our PRC associate Nanfang, we also are not so optimistic about its prospects in 2020, The business of Nanfang will continue to be hit for several reasons, topmost being its cessation of its most profitable river manifest declaration services since the implementation of the national single window. Also damaging is the negative impact on its business reputation and relationship with partners caused by the shareholder who was involved in legal cases with Nanfang and other outside parties. We would stay vigilant and keep a close watch on its development under the lead of its controlling shareholder who is a major state-owned enterprise. As such, unless they make a major breakthrough, we believe the Group’s share of profit from Nanfang would drop in 2020.
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