麥格理大預言 鴻海是未來世界整合者 - 工程師
By Eden
at 2017-06-19T16:30
at 2017-06-19T16:30
Table of Contents
麥格理證券大中華區科技產業研究團隊主管張博凱發出的226頁鴻海大報告,預言鴻海是
未來世界的整合者(Integrator for tomorrow’s world),揭露鴻海九大事業、全球足
跡、四大優勢、四大新市場,報告內容全面又詳細,法人圈討論熱烈。
張博凱根據詳細研究,將鴻海全球布局版圖整理出來,橫跨亞洲、北美洲、南美洲、歐洲
、非洲與澳洲的帝國躍然紙上,「鴻海足跡」之所以重要,一是透露出全球經濟脈動,二
來更凸顯鴻海迅速接近客戶與市場的能力。
鴻海目前的九大核心事業,有新有舊,分別是:一、目前占營收約一半,比重仍是最高的
手機組裝事業;二、PC與伺服器;三、電視、面板與遊戲機;四、網路設備;五、連接器
;六、通路與電商;七、醫療生技;八、電動車;九、機器人與無人機。
其中,像是第六項與第七項,現階段占鴻海營收比重都不到1%,電動車、機器人與無人機
等事業也還在初步階段,但張博凱高度看重,尤其認為電動車、機器人等大趨勢,將成為
鴻海未來的獲利利器。
根據麥格理所做研究,面對科技市場的演進,鴻海有四大優勢:第一、鴻海作為專業電子
代工廠,掌握終端裝置;二、鴻海切入電信設備與零組件,以及電信與有線電視營運商;
三、鴻海早已投資在物聯網、臉部辨識等新技術,把裝置升級為智慧裝置,輕而易舉;四
、夏普替鴻海打開品牌大門,幫助鴻海接觸終端消費者,累積經營品牌與行銷的經驗。
基於以上四大優勢,鴻海未來也將迅速打開智慧家庭、智慧車、智慧工廠、智慧醫療服務
等四大新市場。張博凱認為,鴻海多角化經營,又切入科技趨勢、又有品牌助威,市場現
在賦予其本益比偏低,看好將啟動重新評價行情。
新聞來源: https://goo.gl/fs6uvw
備註:海邊恐成最大贏家 股價上看200元
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