貿易通 2021 年年報

Management Discussion and Analysis (Continued) 管理層討論及分析（續） 18 Tradelink Electronic Commerce Limited Annual Report 2021 業務回顧（續） 電子商貿業務回顧（續） 對供應鏈應用方案業務而言，二零二一年是整合之 年。在成功開發我們的旗艦產品及在過去的幾年裡 獲得市場認可後，我們於年內對我們的業務策略進 行全面檢討，旨在於未來數年讓供應鏈應用方案業 務更上一層樓，包括升級及加強我們的技術基礎建 設，以更靈活、更具成本效益的方式滿足客戶不斷 變化的需要。 展望二零二二年，預期我們的電子商貿業務的經營 環境，特別是 GETS 業務子分部將面臨巨大不確定 性。踏入二零二二年，全球經濟較先前所預期疲 弱。隨著 COVID-19 Omicron 新變種病毒的傳播， 多國再度實施出行限制並收緊防疫措施，這或再度 為經濟活動帶來壓力。此外，主要經濟體的供應鏈 遭受干擾、圍繞中美關係和地緣政治緊張局勢的發 展亦將拖累全球復甦的勢頭。更有甚者，近日俄羅 斯與烏克蘭的衝突已對全球經濟造成負面影響。國 際貨幣基金組織預期將就俄羅斯入侵烏克蘭的經濟 後果調低其全球經濟增長預測。考慮到該等因素， 本地分析師預期香港於二零二二的出口增長將會放 緩。在二零二二年經營環境的陰霾下，我們充其 量只能對我們的 GETS 業務持謹慎樂觀的態度。此 等外圍因素非我們所能控制，鑑於市場競爭環境穩 定，加上我們備受龐大客戶群認同的服務質素，我 們有信心繼續保持我們的市場領導地位。為應付來 自主要快遞客戶的高速交易增長，我們正尋求與合 作夥伴協作的可能性，為我們的直接客戶提供增值 服務，從而將 GETS 交易由快遞公司重新轉為托運 人。 Business Review (Continued) E-Commerce Business Review (Continued) Indeed, for the Supply Chain Solutions business, 2021 was a year of consolidation. After successfully developing our flagship products and gaining recognition in the market over the past couple of years, during the year we conducted a comprehensive review of our strategy intended to take our Supply Chain Solutions business forward in the coming years, including a revamp and enhancement of our technical infrastructure to meet the evolving customer requirements in a more flexible and cost-effective manner. Looking ahead to 2022, the operating environment of our E-Commerce business, specifically our GETS business sub-segment is expected to face tremendous uncertainty. The global economy enters 2022 in a weaker position than previously expected. As the new Omicron COVID-19 variant has spread, some countries have re-imposed mobility restrictions and tightened anti-pandemic which could pose renewed pressure on economic activities. Moreover supply chain disruptions in major economies, developments surrounding China-US relations and geopolitical tensions would also undermine the momentum of global recovery. What is more, the latest conflict between Russia and Ukraine has already negatively impacted the global economy. The International Monetary Fund expects to cut its global growth forecast to account for the economic consequences of the Russian invasion of Ukraine. Considering these various factors, local analysts expect Hong Kong’s 2022 export growth to slow down. Against such a cloudy operating environment in 2022, we can at best hold a cautiously optimistic view about our GETS business. Aside from these external factors beyond our control, given a stable competitive market landscape and a service quality well-regarded by our massive base of customers, we are confident about maintaining our dominant market position. To cope with the rapid transaction growth from major courier customers, we are looking at the possibility of leveraging our collaboration with partners which enhances the value we could provide to direct customers as a way to re-shift GETS transactions from couriers back to shippers.