祥鑫科技(002965.SZ):墨西哥工廠為延鋒進行配套,未來的目標戰略客户有T客户、平治、寶馬、佛吉亞、博澤等
格隆匯5月6日丨祥鑫科技(002965.SZ)於2023年5月4日-5月5日召開電話會議,問答環節中,就“公司目前的產能情況怎麼樣?”,公司回覆稱,公司在華南地區、華北地區、華東地區、西南地區以及墨西哥都進行了佈局。公司在華南地區佈局了三個生產基地,分別在廣東省廣州市番禺區、東莞市長安鎮和東莞市麻涌鎮。主要是配套華南地區的客户,例如廣汽集團、B客户、小鵬汽車、東風日產、C客户、H公司和中興等客户。公司在華東地區佈局了蘇州常熟生產基地和寧波杭州灣生產基地,主要為蔚來汽車、吉利汽車、奇瑞捷豹路虎、威睿電池、延鋒等客户進行配套。公司在華北天津市武清區佈局了天津生產基地,主要客户為一汽大眾、一汽豐田以及佛吉亞等。公司在西南地區四川省宜賓市佈局了宜賓生產基地,主要是為了配套C客户。公司的墨西哥工廠為延鋒進行配套,未來的目標戰略客户有T客户、平治、寶馬、佛吉亞、博澤等。公司新能源汽車結構件的產能是可以滿足公司未來的規劃,由於汽車零部件的特殊性,需要大型的衝壓模具、大型的衝壓件,需要定製廠房,擴產能需要提前半年至一年,所以這部分的產能是公司進行了提前佈局。動力電池箱體、儲能及光伏逆變器等產品可以租用廠房,快速擴大產能,如果這部分業務爆發性增長,公司也可以迅速進行產能擴張。公司的產能佈局和應對能力可以滿足公司的增速需求。
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