滬電股份(002463.SZ):泰國相關項目期望於2025年上半年實現一定規模的量產
格隆匯2月14日丨滬電股份(002463.SZ)於2023年2月13日接受機構調研時表示,公司持續整合生產和管理資源,將青淞廠22層以下PCB產品以及滬利微電中低階汽車板產品加速向黃石廠轉移,以應對價格競爭;並對青淞廠、滬利微電相關瓶頸及關鍵製程進行更新升級和針對性擴充,以應對產品升級和新興市場需求。
另一方面增加海外生產基地佈局,以更好地開拓和應對海外市場的需求,公司已購買位於泰國洛加納大城工業園區內的面積約201,846.8平方米的土地,以滿足公司泰國子公司未來項目建設需求。公司初步計劃分階段實施建設泰國子公司,其中廠房分兩期投入,生產設備分三期投入,2023年開始投入基建,並期望於2025年上半年實現一定規模的量產。
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