Tradelink 2018 Annual Report
Chairman’s Statement (Continued) 主席報告書 (續) 09 二零一八年年報 貿易通電子貿易有限公司 前景(續) 藉著對打擊黑客的保安解決方案的需求不斷增 加,而黑客更多以香港為目標及因此令香港成為 有關活動的全球五大目標地點之一,本人預期身 份管理業務繼續成為本集團業務於二零一九年的 主要增長動力。我們很高興我們的身份管理解決 方案的應用不僅被銀行及金融行業所採納,還以 已將其範圍擴展到各種行業,並且廣泛地應用於 有關用戶身份認證的應用程序。監管機構於二零 一九年即將發出虛擬銀行牌照亦為身份管理業務 創造新機遇,原因是身份認證解決方案對支持虛 擬銀行營運至關重要。我們擁有知名銀行客戶使 用我們的雙重生物認證解決方案以進行認識你的 客戶程序,參考其成功的經驗,潛在的虛擬銀行 運營商已表示興趣,並積極向我們詢問我們的電 子化認識你的客戶(「電子化認識你的客戶」)解決 方案。有賴我們身份管理業務於市場上的強大地 位,堅實的參考客戶,及不斷增加的市場需求, 本人對身份管理於二零一九年的業務展望相當樂 觀。 就其他服務而言,本人對二零一九年的展望維持 審慎樂觀。 GETS 相關業務將預期出現一定程度的 收縮,原因是市場氣氛普遍悲觀所致。另一方 面,本人期望智能銷售點(「銷售點」)業務在掙扎 多年及汲取經驗後,可於二零一九年取得更大收 穫。實際上,智能銷售點解決方案已於二零一八 年獲得一家大型銀行支持,而我們期望可以立足 於這次成功經驗及在這家大型銀行的不斷支持協 助下,於二零一九年進一步擴展我們的業務。 接著談到中國聯營公司南方,雖然其受到實施全 國單一窗口的嚴重打擊,令南方無法自其核心小 船艙單報關服務的用戶產生收益,但南方已與當 局政府建立關係,成功在省級及副省級的海關及 港口清關政府項目及土地政府項目上投標。由於 該等項目的邊際利潤普遍低於其傳統河川艙單報 關服務,我們日後可入賬的分佔南方溢利將不及 過往。然而,在其控股股東的雄厚背景下,我們 相信南方有很大機會可能維持一個理想盈利的業 務。 Prospects (Continued) Riding on the growing demand for security solutions for companies to combat hackers who are increasingly targeting Hong Kong and as a result making Hong Kong ranked in the top five global destinations for such activities, I expect IDM business to continue to be a key growth driver of the Group’s business in 2019. We are pleased that our IDM solutions are not only adopted by the banking and financial industry, but have extended their reach to a variety of industries and also for a diverse scope of user applications for identity authentication. The imminent issuance of virtual bank licences by the regulatory authority in 2019 has also created new opportunities for our IDM business as identity authentication solutions are crucial for supporting virtual bank operations. We have renowned bank customers using our two factor biometric authentication solution for conducting KYC procedure, and with their successful experience as reference, potential virtual bank operators have shown interest and are actively enquiring with us about our electronic Know-Your-Customer (“eKYC”) solutions. Given the strong market position of our IDM business braced by solid customer references and consistently increasing market demand, I feel rather optimistic about the outlook of our IDM business in 2019. As for Other Services, I believe its outlook will remain neutral in 2019. GETS related business is expected to shrink somewhat due to the generally pessimistic market sentiment. On the other hand, I am hopeful that Smart Point-of-Sales (“PoS”) business will start to reap bigger harvest in 2019 after struggling for some years and learning useful lessons. Our Smart PoS solution gained the support of a major bank in 2018 and we hope we could build on this success story and together with the continuous support of this major bank to further expand our business in 2019. Regarding our PRC associate Nanfang, while it has been rather badly hit by the implementation of the national single window making them unable to generate revenue from its core river manifest declaration service, it has built up relationship with relevant government authorities which has enabled it to bid for and land government projects for Customs and Port clearance at provincial and sub-provincial levels. However, as the margins of these projects are generally lower than that of the traditional river manifest declaration service, the Group’s share of profit from Nanfang in the future would unlikely be as big as in the past. Yet with the strong background of its controlling shareholder, we believe it has a good chance of sustaining a reasonably profitable business.
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