江蘇陽光(600220.SH):埃塞公司於3月17日全面復工復產
格隆匯3月17日丨江蘇陽光(600220.SH)公佈,公司今日收到境外子公司陽光埃塞俄比亞毛紡織染有限公司(“埃塞公司”)的通知,埃塞公司於2022年3月17日全面復工復產。
2016年4月公司董事會審議通過了《關於投資設立子公司的議案》,披露了《對外投資公吿》。公司在埃塞俄比亞投資設立子公司,目前的股權結構是公司的全資子公司昊天投資有限公司出資99%,昊天投資的全資子公司勝天投資有限公司出資1%。埃塞公司於2020年3月試生產、4月正式生產,後由於新冠疫情在全球蔓延,埃塞公司於2020年8月停產。
2021年四季度,公司開始進行復工復產的相關準備工作,並陸續將中方員工派駐到埃塞公司,但是從2021年10月中旬開始,因埃塞政治局勢變化,公司暫停派遣中方員工前往埃塞復工的後續計劃。埃塞目前安全形勢較前期相對穩定,公司中方員工於2022年3月16日到達埃塞,埃塞公司相關管理人員決定於2022年3月17日全面復工復產。
公司設立埃塞子公司有利於進行產能轉移,降低勞動力成本,解決企業“用工難、用工貴”的問題,拓展國際市場,提高競爭力。停產前,埃塞公司尚未實現營業收入和盈利;復產後,埃塞公司對公司的收入利潤貢獻尚存較大不確定性。埃塞公司目前的設計產能是年產200萬米羊毛精紡面料,在訂單充足且埃塞形勢穩定的前提下,預計達產且盈利尚需幾年時間,目前暫不會對公司經營業績產生重大影響。
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