聚膠股份(301283.SZ):6.1萬噸的波蘭工廠目前正處於客户陸續認證過程中
格隆匯2月23日丨聚膠股份(301283.SZ)於2023年2月21日-2月22日接受機構調研時表示,波蘭工廠於2022年10月建成後開始投產,目前雖然已能滿足部分商業化需求,但是產能的釋放有一個爬坡的過程。
一方面客户從一個工廠切換到另一個工廠需要重新進行嚴格認證,波蘭工廠現在處於客户陸續認證過程中,另一方面得根據需求而定,因此,產能提升需要一定的時間。
現廣州工廠產能10.3萬噸,由於場地是租賃的,已沒有空間繼續擴產,因此,公司於2022年10月動工建設12萬噸的廣州新工廠。6.1萬噸的波蘭工廠目前正處於客户陸續認證過程中。
廣州新工廠建成後,由於客户從一個工廠切換到另一個工廠需要重新進行嚴格認證,需要一定時間過渡,廣州新舊兩個工廠需要並行一段時間,後續視公司市場開拓情況以及需求而定。
下一步,公司將根據戰略規劃以及美洲市場的開拓情況,考慮適時在墨西哥投建北美工廠,規模估計與波蘭工廠差不多,但目前尚未確定。
目前,公司在海外市場份額還比較小,尤其在全球前十大廠商中的份額,仍具有巨大的開拓空間。波蘭工廠投產後,不僅滿足歐洲客户的需求,還將業務範圍擴大至中東、非洲及美洲地區的客户,將有利於公司進一步開拓海外市場,從而不斷提高在海外市場的份額,尤其是在全球前十大廠商中的份額。
目前,由於中美貿易摩擦加徵關税的影響,公司在北美市場的銷售量還非常小;波蘭工廠投產後,有利於公司規避中美貿易摩擦加徵關税的影響,公司預計今年在北美市場的銷售量會有明顯增加。
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