2021.09.10
INDUSTRY NEWS - 2021.09.10
1、紡織製衣界：科技轉型再創輝煌
資料來源：大公報 (2021年9月9日)
2、越南廠房疫下停產 裕元收入料受創
（星島日報報道）國際品牌運動鞋製造商裕元集團（551）表示，主要生產基地的越南近月因應疫情加強封城措施，其當地工廠大部分產能營運中斷，預期第三季製造業務的收入將大受影響。裕元股價昨日在消息前收跌0.98%報16.22元。
裕元集團表示，越南自7月以來疫情嚴峻，當地政府加強防疫措施，包括對胡志明市及其周邊工業省份實施更為嚴厲的封城措施，地方主管機關亦陸續要求各地工廠暫停營運，因此裕元在越南地區的大部分製造產能受到相關措施影響，目前營運中斷。
該公司指，上半年製造業務佔整體收入約58%，而越南佔鞋履總出貨量的45%，故預計第三季收入將大受影響。今年中期裕元收入按年升17.7%至48.1億美元，當中製造業務收入增長15.2%至27.9億元，主要是疫情回穩改善業績，而製鞋活動需求亦有所回升，期內出貨量增5%至1.34億對，平均售價亦上升6.5%至18.37美元。
下載 [集團越南生產基地的營運狀況]
https://www1.hkexnews.hk/listedco/listconews/sehk/2021/0903/2021090301757.pdf
https://www1.hkexnews.hk/listedco/listconews/sehk/2021/0903/2021090301758_c.pdf
資料來源：星島日報 (2021年9月4日)
3、青茂口岸明啟用 24小時通關
(星島日報報道)粵澳新通道青茂口岸將於明天下午三時正式開通啟用，並實施二十四小時通關，設計通關量每日可達二十萬人次，主要分流關閘口岸的通關人潮，還將實現邊境口岸與廣珠城際珠海站的便捷對接。據悉，人均通關僅需三十秒。
青茂口岸坐落在珠海茂盛圍與澳門青洲相鄰的鴨湧河上，距離拱北口岸西南側約八百米處，跨越粵澳兩地，總建築面積約十六點七萬平方米，定位為獨立開放的信息化電子口岸。該口岸規劃設有一百條自助通道（出、入境各五十條）以及四條人工通道，將二十四小時開放，僅供行人通行，不設車輛通道。
繼港珠澳大橋口岸、橫琴新口岸之後，青茂口岸也將實施「合作查驗，一次放行」的通關模式。
珠海總站青茂出入境邊防檢查站邊防檢查處二級警長江寧介紹，珠澳警察將在同一個場地執法執勤，全面深化執法合作。出入境人員只需「在一個大廳、排一次隊、集中接受一次檢查」即可完成內澳雙方出入境手續，人均通關時間僅需三十秒左右。
口岸在城軌珠海站正後方，它的一大亮點就是與廣珠城際珠海站、珠機城際珠海站便捷對接，既可以方便從不同地方經鐵路或飛機來珠海的旅客入境澳門，也為澳門居民經青茂口岸抵達珠海城軌站前往全國各地提供便利。
資料來源：星島日報 (2021年9月7日)
4、港深加強合作 前海面積擴大7倍 8舉措推進服務業創新 接軌國際機制
中央頒令加強深圳與香港合作，國務院昨天發布《全面深化前海深港現代服務業合作區改革開放方案》（下稱《前海方案》），為求令前海合作區成為粵港澳大灣區全面深化改革創新試驗平台，以及建設高水平對外開放門戶樞紐，決定進一步擴展發展面積，把前海合作區總面積由14.92平方公里，擴展多7倍至120.56平方公里，相當於1.7個沙田區、0.87個元朗區或634.5個維園，面積較橫琴粵澳深度合作區的106.46平方公里為大。
120平方公里 等同1.7個沙田
前海是粵港澳大灣區內重要發展平台之一，《前海方案》直言，前海是支持香港經濟社會發展、提升粵港澳合作水平、構建對外開放新格局的重要舉措，「增強香港同胞對祖國的向心力具有重要意義」。前海合作區面積擴大，包括沿海新增毗鄰的蛇口及大小南山片區（22.89平方公里）、寶安中心區及大鏟灣片區（23.32平方公里）、機場及周邊片區（30.07平方公里）、會展新城及海洋新城片區（29.36平方公里）【圖】。
前海管理局香港事務首席聯絡官洪為民表示，前海合作區原有面積太細，2019年初已提出要擴大合作區面積，預計企業進駐需求將增加；《前海方案》提出引進知名大學合作辦學及支持高水平醫院設立機構提供服務，也需要地方。他認為，建築工程需時，現階段發展主要在制度方面，加大對香港的開放力度、改善營商環境，尋求突破，讓兩地制度銜接。
方案全文約5000字，提及8項舉措【表】，強調要推進現代服務業創新發展，加快建立健全聯通港澳、接軌國際的現代服務業發展體制機制；在CEPA框架內，支持前海對港澳擴大服務領域開放；在金融業對外開放方面，把擴大金融業對外開放的國策，在前海落地實施，與香港金融市場互聯互通、人民幣跨境使用、外滙管理便利化等領域先行先試。
港助貿易自由化 互聯互通
2025年要建立健全更高層次的開放型經濟新體制，初步形成具有全球競爭力的營商環境，到2035年，高水平對外開放體制機制更加完善，營商環境達世界一流水平，建立與港澳產業協同聯動、市場互聯互通、創新驅動支撐的發展模式。
行政長官林鄭月娥稱，香港會充分發揮自身優勢，協助前海推動服務貿易全面自由化、擴大金融市場互聯互通、提升法律事務對外開放水平等，同時為香港不同界別的專業人才和企業締造更廣闊的發展空間。為加快推進在前海更高水平的合作和具體措施的落實，港深兩地政府早前已同意成立高層次的工作專班，港方的組長是政制及內地事務局局長（現時為曾國衞）。
中聯辦發言人指出，在香港社會大步走出陰霾的關鍵時期，《前海方案》如同一場及時雨，不僅豐富了「十四五」規劃中區域合作、平台建設的內涵，更注重發揮香港高端專業服務業的傳統優勢，必將為香港的專業人才和企業提供巨大機遇。港澳辦發言人相信，《前海方案》的舉措體現了中央對香港長期繁榮穩定和民生福祉的高度重視，彰顯香港在高質量建設粵港澳大灣區中所具有的突出優勢。
香港科技園公司透露，在深港兩地政府促成下，昨天與深圳深港科技創新合作區發展有限公司簽署框架協議，建設香港科學園深圳分園，促進大灣區創科的發展。
資料來源：信報財經 (2021年9月7日)
5、薛永恒：港科研優勢是國家所需 籲抓緊灣區機遇 發展新支柱產業
兩年半前發布的《粵港澳大灣區發展規劃綱要》，把國際科技創新中心列為大灣區建設的首要任務。香港創新及科技局局長薛永恒表示，香港在大灣區中有明確的定位，基礎科研優勢既是「香港所長」，也是「國家所需」，相信抓住大灣區發展的機遇，科技產業一定會成為香港一個新的支柱產業。
根據最新的QS世界大學排名，香港5所大學位列前100。薛永恒稱，香港的科技創新，一方面建基於引進其他國家和地區的科研成果，透過學習與合作，使之滿足國家所用；另一方面，當國家發展到一定階段，就需要自身的基礎科研去推動，特別是在世界科技比併中，有些領域只能依靠本國科研機構自主原創，香港的基礎科研優勢就變得很重要。
法律金融等專業服務領先
再進一步，基礎科研從取得成果到產業化，並成為經濟的推動力，要經歷若干環節，包括由基礎科研轉化為應用科研、元件製造、產品測試和認證、量產、市場推廣及配套專業服務、融資等。薛永恒指出，在這些環節中，香港有自己的優勢和劣勢，政府在其中的作用，就是支持強項再發揮，變得更強，短板之處則加強與廣東省合作，由大灣區其他城市去補。
他分析，香港的優勢在於基礎科研實力強，法律、知識產權保護、會計、金融等專業服務領先，且作為國際金融中心，能夠為科創企業上市融資再擴張提供平台；劣勢則包括應用科研、元件製造有局限，先進生產力不足、土地稀缺，使得量產基礎不夠，且750萬人口的市場不夠大。
投資逾千億 涉不同配套
本屆特區政府已投資超過1100億元在科創不同範疇，落實及推進許多支持計劃，包括推出了InnoHK創新香港研發平台，繼續推進「大學科技初創企業資助計劃」，注資興建位於落馬洲河套區的港深創新及科技園（下稱「創科園」），推出香港「再工業化資助計劃」並興建先進製造業中心、微電子中心等，以及各類對科研人才的補貼和對企業科研支出的稅務優惠等。
薛永恒表示，看好香港創科發展進入黃金時段的形勢，但香港和大灣區其他城市的關係並非單純把香港的基礎科研成果對外授權（License-out），由大灣區其他城市負責產業化。他強調，「作為大灣區其中一個部分，分工是需要的，但分工之餘，我們也為香港自身發展考慮，不會坐在這裏等，認為有深圳、東莞、廣州的生產力就不需要擴大自己生產能力。」
政府去年7月推出「再工業化資助計劃」，鼓勵生產商在香港設立智能生產線，每個項目資助上限為1500萬元。截至今年7月底，計劃已收到21宗申請，評審委員會已審核其中18宗申請並原則上同意支持當中16宗項目，涉及生物科技、食品加工、建造、印刷、醫療器材及納米纖維材料等行業，總資助額約1.08億元，現正處理其餘3項申請。
土地盡其用 拓再工業化
薛永恒坦言，作為一個面積僅約1100平方公里的城市，香港的現實是缺乏土地，因而如何把土地物盡其用更為重要。再工業化過程中，因應香港本身優勢，其一就是對知識產權的保護，一些生產商重視對自身創新科技成果的保護，故更願意把某些生產環節置於香港，客觀上要求香港本身要有一些工業化的能力，這是香港為什麼要推動再工業化的原因，也是香港再工業化瞄準最高增值部分的考慮重點。
除了上述提及的支持，政府亦正配備工業生產的基建系統，在多層大廈中預先建好生產商所需的輔助設施，不僅可降低整體投資額，還大幅縮減其建設生產線的時間。目前政府正在將軍澳工業邨建設先進製造業中心，在元朗建造微電子中心，分別預計於2022及2023年落成。
政府兩招助研發引專才
香港創新及科技局局長薛永恒指出，香港的創科發展進入了黃金時段，本地初創企業已由2014年的1000多家增至2019年的3000多家，風投基金投放規模由2014年僅12.4億元，增至2018年的163億元，2019年雖因社會不穩而有所下跌，但仍有99億元，且2014年時香港沒有一間獨角獸公司（估值超過10億美元的初創企業），如今已經有11間。
在他看來，香港吸引世界一流學者專家的優勢明顯，可進一步促進本地創科發展。當中，政府推出的兩個計劃發揮了作用。一個是InnoHK創新香港研發平台，由香港本地大學與海內外高端科研機構合作，在香港建設聯合實驗室，目前已有20幾個聯合實驗室落戶科學園，展開的研發項目包括醫療科技、人工智能和機器人。另一個是今年6月正式推進的傑出創科學人計劃，該計劃不只吸引學者來港進行教學科研工作，更邀請學者把整個研究團隊搬來香港，資助其團隊在香港建設整個實驗室。
大灣區四範疇須互通
薛永恒稱，傑出創科學人計劃推出以來非常受歡迎，目前不便透露細節，但相信可幫助壯大香港和整個大灣區的人才庫。他續指出，大灣區要建設國際創新科技中心，需要在4個範疇互通，即人才、資金、設備和資訊等4方面的交流，簡單而言，若兩地科研人員出入境耗時太長便會阻礙交流；資金能否互相支持對方的科技項目，決定了能否聯合開展項目；以及一些科研設備若能互通使用，可增加設備的利用效率等。他透露，港府正與深圳政府商討如何善用兩地本身的優勢，積極籌備聯合政策。
資料來源：信報財經 (2021年9月6日)
6、聖誕海運擠塞付運無期 廠商恐遭退單血本無歸
為重啟經濟，多國陸續解除社交距離及入境限制。《星島日報》報道，主宰全球貨品往來的海運物流，最近因聖誕貨運旺季出現嚴重供不應求，運費更較疫情前暴增十三倍。有聖誕禮品廠商仍囤積大批聖誕樹，如未能趕及於本月付運，將錯失聖誕檔期，恐被海外零售商退單，血本無歸。運費暴增同時令不少低價貨品出現運費比貨價還要高的怪現象，影響零售商購貨意欲。有商會估計，海運大擠塞問題隨時延至明年，提醒廠商承接生產定單前，須考慮付運難度，避免得不償失。
在東莞設廠的金藝聖誕禮品廠，其董事陳德華最近忙於安排船期，為廠房內可裝滿一百個貨櫃的聖誕樹，趕在九月底死線前悉數運往歐洲，「往年大部份貨物在八月已經上船，但今年船期太少，我們搶不到，如果不能九月前上船，這批聖誕樹就趕不到在聖誕節前出售。」他指往年每個運往歐洲的貨櫃，費用約一萬八千元（港元，下同），今年七月已激增至十三萬元，本周更進一步漲價至近二十五萬元，比疫情前暴增十三倍，「上星期的運費是二十二萬左右，今個星期又上升，價錢幾乎每一日都在變。」
為確保貨物可以及時上船，陳德華更提前向船公司借用貨櫃，再租用臨時貨櫃場擺放，「往年一早就可以確定船期，船公司會在一星期前提醒我們貨船即將泊岸，我們才會租貨櫃及上貨，現在船期都未有，就要先預備貨櫃，避免有船期時無貨櫃用。」他坦言︰「我做了二十幾年生意，最擔心是這一次，去年疫情也沒有如此驚慌，當時全球因為疫情在家工作，生意沒有減少，今年同樣接到生意，但海運問題很嚴重。」如貨物未能趕在九月前付運，他需要與零售商商討安排，有機會要減價出售，甚至面對取消定單的風險。
運費暴增13倍
家族在內地開設蔬菜罐頭廠的鄺小姐同樣面對運費急增的困擾。她指以其公司常用的二十呎小型貨櫃為例，運費已由疫情前約八千元，上漲至近七萬元。她續說由於食品屬必需品，故外國買家仍有向其訂貨，但生意受船期延誤影響，即使買家肯支付高價運費，也不能確保有船運貨。
運費大增亦為出售平價貨品的廠商帶來新問題。香港中小型企業聯合會永遠榮譽主席劉達邦以嬰兒紙尿片為例，該貨品體積大卻貨值低，一個裝滿紙尿片的貨櫃，其貨值隨時只有十四萬元，卻要繳付二十多萬元的運費，「運費比貨物本身價值還要貴，買家自然會思考代替品，不想再向你購買。」
豐泰國際鞋業行政總裁林廣德直言，衫褲鞋襪一年四季都有需求，隨着海運費用水漲船高，不少歐美買家紛紛要求廠商減價以平衡成本，惟他指出，由於原材料不斷升價，加上內地部份省市為控疫而封城，導致採購困難，難以減價。
林廣德續說不少貨櫃未能如期卸貨，部份小型廠商的貨款被拖欠，最後因周轉不靈而被逼結業。香港付貨人委員會主席林宣武知悉，不少廠商在完成生產貨品兩個月後，仍未收到貨款，部份更因船期問題，需要額外租用倉庫儲存貨品，令資金流出現問題。
物流業界曾預料因封關、船員檢疫等問題阻礙海運情況，可於本年第三季改善，惟病毒變種令一切成為空想。林宣武表示，近月內地陸續有貨櫃碼頭出現確診個案而停運，令海運擠塞加劇，他估計問題直至明年首季，也未必有改善。他指出，目前已有海外買家眼見貨物未能如期付運，趁機取消定單，廠商有機會面臨巨大損失，並提醒廠商日後承接定單前，須考慮貨品付運的問題。
資料來源：頭條日報 (2021年9月10日)
7、German Retailer Funds Covid-19 Vaccines for Garment Workers in Bangladesh
One German discount retailer is financing the purchase of Covid-19 vaccines for garment workers in Bangladesh, where the number of new daily infections continues to hover around 3,000.
Bönen-based KiK’s donation is being dispatched through the Bangladesh Garment Manufacturers and Exporters Association (BGMEA), which will forward the sum to the branch of the health ministry responsible for getting shots in arms, the trade group revealed Wednesday.
KiK, which signed the freshly minted International Accord for Health and Safety in the Textile and Garment Industry last week, said its largesse is part of the company’s longstanding commitment to manufacturing in Bangladesh. The firm has previously supplied funding to schools and medical programs. In 2015, KiK paid $1 million into a compensation fund for the victims of the disastrous collapse at Rana Plaza, which produced some of its goods. As of 2019, the retailer was working with 125 facilities in Bangladesh.
“As a result of our many years of close cooperation, we became very aware of the impact of the corona pandemic on the country and the garment industry in particular,” CEO Patrick Zahn said in a statement. “People in this industry work indoors, where they are at increased risk of infection. For me, there is no doubt that vaccination is the best protection against the coronavirus. With our donation, we want to make a contribution to ensure that people in the garment industry in Bangladesh are protected in the best possible way.”
Though the size of KiK’s contribution was not disclosed, BGMEA President Faruque Hassan described it as “generous” and enough to inoculate thousands of workers.
“The garment industry serves as the most important pillar of Bangladesh economy,” Hassan said. “This sector has suffered tremendously from the effects of the Covid pandemic and continues to do so to this day. To protect the entire economy of the country, it is crucial that workers and employees in this industry can be offered a vaccine. Thanks to the generous donation of the German company KiK, we are able to procure and vaccinate thousands of RMG workers in Bangladesh.”
Bangladesh’s garment sector, the world’s third-largest exporter of clothing after China and Vietnam, employs more than 4.1 million workers. Because of a global vaccine shortage and the size of the workforce, less than 2 percent of them have received doses. Comparatively, 90 percent of neighboring Sri Lanka’s 350,000 garment workers have received their first dose of the vaccine, and up to 50 percent have received their second, according to the Joint Apparel Association Forum, the nation’s leading industry body.
Since garment factories are usually exempted from nationwide lockdowns—a matter of necessity to prevent an economic shutdown, decision makers say—the BGMEA has lobbied the government for priority access amid the continuing delta surge. Progress has been slow-going, however, with demand far outstripping supply in a country of 165 million with an overextended healthcare system.
To date, Bangladesh has logged more than 1.5 million cases of Covid-19 and nearly 27,000 deaths. More than half have occurred since the start of April.
The American Apparel and Footwear Association, a trade group that counts J.Crew and Patagonia among its members, has appealed to President Joe Biden to donate vaccines to critical sourcing countries, including Bangladesh.
“I am writing to urge you to immediately ramp up distribution of excess U.S. vaccines to Vietnam and other key partner countries,” president and CEO Steve Lamar wrote in July. “This distribution should focus on key populations in these countries, particularly those populations that are critical to the economic success of these countries to quickly foster recovery from this humanitarian crisis and, ultimately, long-term health and stability. Without such a surge in [the] targeted distribution of vaccines, Covid will instead destroy the very industries that these countries depend on for their economic livelihoods.”
In June, the United States sent 2.5 million doses of Moderna’s Covid vaccine to the South Asian nation. Another 6 million doses of Pfizer’s version are due to arrive this month. On Wednesday, however, Covax, the United Nations-backed program that aims to deliver Covid-19 vaccines equitably across the globe, cut its supply forecast for the year by roughly one-quarter from 1.9 billion doses to 1.4 billion. Public health experts have said that 11 billion are needed to curb the spread of infection.
The divide between richer and poor countries has grown even more stark during the pandemic. Fewer than 15 percent of the more than 1 billion doses pledged by Group of Seven countries and the European Union have been delivered despite the roughly 1.2 billion extra doses they’ll have available for redistribution by the end of the year, according to analytics firm Airfinity.
“How these stocks are distributed, where they go and whether they are re-sold or donated is ultimately a political decision,” Rasmus Bech Hansen, CEO of Airfinity, said in a statement Sunday.
“With these numbers, I believe the world has a better basis for making these critical allocation decisions and avoiding wasted doses.”
Source: sourcingjournal.com (8 Sep 2021)
8、H&M unveils most recycled collection to date
Swedish fashion retailer H&M Group is preparing to launch its most recycled collection to date, with garments made out of 100% recycled fabrics, threads, labels, and pocketing, and partly out of recycled metal zippers and trims.
All pieces in the new H&M Recycled Denim collection are crafted from 100% recycled fabrics – pre-consumer recycled cotton from industrial waste cuttings and post-consumer recycled cotton from collected garments, some with recycled polyester, while the accessories are made entirely from fabrics that have been cut and re-used from production rejections.
Reusing from both production waste and collected garments is a vital part of one of the biggest ambitions at H&M, which is to move to a circular production system.
The ten-piece collection, which includes baggy jeans, loose straight-leg jeans, a trucker jacket, and an oversized overshirt, is also manufactured using a washing technique that H&M says has a low environmental impact and is free from harmful chemicals.
The H&M Recycled Denim collection launches on 9 September in the northern hemisphere, with selected pieces in stores and the whole range online.
Southern hemisphere launch will be in early 2022.
H&M recently announced plans to launch an apparel resale platform in the Canadian market.
H&M Rewear is described as a one-stop digital customer-to-customer (C2C) resell destination where Canadians can buy and sell any piece of clothing from any brand.
Due to launch today (7 September), the apparel resale platform will push circularity and help close the loop leading to a more sustainable future, which is one of H&M’s top priorities.
Source: www.just-style.com (7 Sep 2021)
9、Lectra’s Newest Acquisition Solidifies Fashion Ambitions
Lectra is further fortifying its fleet of product design, developing and manufacturing software with yet another acquisition targeting its fashion portfolio. After making a splash when it acquired Gerber Technology for $362 million earlier in 2020, the Paris-based company is bringing on another software company, Gemini CAD Systems, into its on-demand ecosystem.
On Tuesday, Lectra said it will acquire 60 percent of Gemini for 7.6 million euros ($9 million). The acquisition of the remaining capital and voting rights will take place in two steps, in September 2024 and September 2026. Lectra would acquire 100 percent of Gemini’s capital, dependent entirely on revenue growth, and should be comprised of between 13 million euros ($15.4 million) and 20 million euros ($23.7 million).
Gemini, based in Romania, specializes in ready-to-wear, digitally printed, custom made and made-to-measure apparel and works with SMB clients in more than 60 countries. Gemini’s solutions include design and development platforms PatternDesigner, FashionStudio and PhotoDigitizer; e-commerce customization platforms BespokeEditor and Apogy; nesting technologies NestExpert, CutPlanner and NestConnect; as well as cutting technologies CutCollect and VisionCut.
“We are thrilled to welcome the talented teams of Gemini who have created impressive software solutions that are relevant to the way fashion companies wish to work today. Gemini’s product portfolio complements Lectra’s software offers, which has already been strengthened by the recent acquisition of Gerber Technology,” Lectra chairman and CEO Daniel Harari said in a statement. “Together, we will create synergies between Gemini, Lectra and Gerber Technology’s current offers and bring new, disruptive innovations to the fashion industry.”
The deal comes as the on-demand manufacturing company builds out the “Lectra 4.0” strategy it launched in 2017, which aims at positioning the company as a “Industry 4.0” player before 2030. This means adapting to new fashion brands and manufacturer needs as they integrate the in-store and digital experience, as well as helping partners get more creative and sustainable models to market faster, while reducing inventories, markdowns and unsold stock.
Lectra’s fashion solution suite currently operates with its flagship ready-to-wear, personalized textile production platform Fashion On Demand by Lectra, the Kaledo design platform, and patternmaking technology Modaris Expert. With Gerber in the fold, Lectra also offers its clients Yunique PLM and AccuMark 3D modeling platforms.
The Gemini CAD deal also is part of Lectra’s larger pivot to fashion in general, with the company also working with furniture and automotive partners. In 2020, fashion clients drove 51 percent of Lectra’s revenue (approximately $48.2 million) from perpetual software licenses, equipment and accompanying software and non-recurring services. Upon combining with Gerber, this total reached an estimated 58 percent of aggregated revenues from fashion.
And the addition of a cloud-based service is big for Lectra’s goals to increase its recurring revenues by 20 percent in three years, Harari said when unveiling the Gerber acquisition.
“Recurring revenues should account for over 60 percent of revenues in 2022,” Harari said during the February presentation. “Our following objectives are: Revenue from software sold in SaaS mode to exceed 13 million euros ($14.5 million); 4 percent annual growth in revenue from CAD/CAM and PLM software maintenance contracts, and equipment and accompanying software maintenance contracts; and 5 percent annual growth in revenue from consumables and parts.”
As part of the overarching growth strategy, Lectra also scooped up another company in June in a deal that went largely under the radar and goes outside of the technology provider’s product design capabilities. Lectra acquired Nexteven, a cloud-based platform designed to enable brands to simplify and effectively monitor product distribution on large online marketplaces. The platform centralizes the product catalog and information on stock levels, sales prices and orders, to automate and facilitate distribution on online marketplaces.
Like the Gemini deal, the Neteven transactional is conditional, and based on revenue goals. Lectra acquired 80 percent of Neteven for 12.6 million euros ($14.9 million), but the completion of the full deal including capital and voting rights will take place in June 2025, for an amount between 0.6 to 0.9 times 2024 recurring revenues.
Neteven complements Lectra’s Industry 4.0 offerings such as product lifecycle management and product information management platform Kubix Link, as well as competitive intelligence and trend analysis platform Retviews. These help Lectra provide an even more comprehensive response to its fashion customers’ needs.
As of February, Lectra said 270 clients used one or several of its Industry 4.0 offerings, up nearly tenfold from 28 in 2018.
In July, Lectra revealed first-half 2021 revenues were 146.7 million euros ($173.8 million), a 29 percent jump at actual exchange rates year-over year, while net income doubled to 8.9 million euros ($10.5 million). EBITDA before non-recurring items was 23.2 million euros, or ($27.5 million), an 80 percent actual exchange rate jump over 2020.
For its first month of consolidation (June 2020), Gerber Technology contributed 13.5 million euros ($16 million) to revenues and 1.2 million euros ($1.4 million) to EBITDA before non-recurring items.
With Gerber fully integrated, Lectra set its 2021 outlook, expecting to achieve revenues of 364 million to 390 million euros ($431 million to $462 million, a 54 percent to 65 percent jump at actual exchange rates) and EBITDA before non-recurring items in the range of 54 million to 64 million euros ($64 million to $76 million, a 44 percent to 71 percent actual exchange rate boost).
Source: sourcingjournal.com (7 Sep 2021)