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匯川技術(300124.SZ):歐洲工廠預計今年投入使用,未來幾年海外業務會保持較快增長
格隆匯 02-22 14:45

格隆匯2月22日丨匯川技術(300124.SZ)近期接受機構調研或召開電話會議、參加券商策略會時表示,2022年公司提出國際化的新方向,加大力度向海外市場邁進。“行業線出海”是實現公司國際化的重要策略。行業線出海,即要利用在中國市場做的跨國企業客户和行業定製化解決方案,向這些客户的海外分支去延伸。2022年,公司選調了一批具有行業線運作的市場人員,帶着行業方案邁向海外市場。此外,近年來中國製造業誕生了很多龍頭企業,他們主動向海外拓展。作為這些龍頭企業的重要供應商,匯川也需要主動走出去,隨中國企業一同出海。

我們之所以將國際化作為重要戰略,是因為這背後有這樣的邏輯:①更好地響應跨國大客户的海外需求。跨國企業在海外要求匯川快速響應,並對銷售、服務、製造提出了本土化要求;②中國製造廠商,包括3C、鋰電等產業鏈紛紛向海外佈局。匯川作為產業鏈上的重要供應商,要配合中國製造走出去;③基於連續性生產安全的需要。公司現在所有的生產都在國內,並且以蘇州為主。近幾年,公司開始實施多地產能佈局(包括蘇州、岳陽、南京和常州),並將供應鏈向海外延伸。公司歐洲工廠預計今年投入使用,屆時將真正實現國際業務的“本地化”製造。

總體上,雖然目前公司海外業務的佔比較小,但只要我們持續踐行國際化的戰略及目標,未來幾年,公司海外業務會保持較快增長,並逐漸對公司收入形成較好的支撐。

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