英国央行还表示,它预计将委托专业聚合物公司Innovia生产塑料钞票的基片。这对德纳罗(De La Rue)公司是个打击,后者过去十年是为英国央行印制钞票的独家供应商。Innovia是私募股权基金Arle Capital旗下的公司。
De La Rue is thought likely to retain the contract to design and print the notes at the BoE-owned plant it operates in Debden, Essex.
德纳罗或将能保留钞票设计和印制合同。它在埃塞克斯郡迪布顿运营着一家印钞厂,为英国央行所有。
De La Rue’s contract, which expires in 2017, is worth £50m-£60m in annual revenue. Margins on the plastic contract will be lower if it is forced to use Innovia substrate rather than its own, though volumes are likely to be high in the early stages of the contract, which may boost revenues.
这项将于2017年到期的合同每年为德纳罗带来5000万至6000万英镑收入。如果被迫采用Innovia而不是德纳罗自己的基片,印制塑料钞票的利润率会低一些,不过合同初期的钞票印刷量可能将会很高,带来更高收入。
“The real game is in the print,” said Alexander Mees, analyst at JPMorgan Cazenove, De La Rue’s house broker. “It’s very much a sideshow as to who is providing the substrate.”
“真正重要的是印刷环节,”摩根大通嘉诚(JPMorgan Cazenove,德纳罗的经纪商)分析师亚历山大•米斯(Alexander Mees)说。“谁提供基片,不是关键问题。”
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