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銘利達(301268.SZ):公司最大產能在6.5-7億/月,目前用了60%-70%
格隆匯 05-04 21:08

格隆匯5月4日丨銘利達(301268.SZ)於2023年4月28日接受特定對象調研,就“公司目前的產能情況包括後續的產能釋放節奏是怎麼樣的?”,公司表示,公司目前的產能,最大產能在6.5-7億/月,目前用了60%-70%,未被利用的產能主要在電池包,產能儲備約1.5-2億/月,當前由於3、4月去庫存,產能為3000-4000萬/月。其他產能基本是飽和的,使用率較為充足。

公司未來國內的產能不會盲目擴產,會謹慎、適當地控制國內產能提升,在確定項目受益的情況下,加快佈置海外產能,因為國內市場比較飽和,海外是突破口。目前公司的海外產能無法滿足需求,公司在海外接到了部分較大的汽車電池包項目,光伏和儲能有些項目也要轉向海外,所以目前在墨西哥、匈牙利佈局比較快。

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