廣信材料(300537.SZ):龍南基地預計明年即可有部分產品實現試生產的生產條件
格隆匯5月9日丨廣信材料(300537.SZ)於2023年5月8日10:00-11:00、15:00-16:00接受機構調研,就“在江西規劃的生產基地建成後如何助力公司發展?”,公司回覆稱,龍南基地佔地面積約150畝,目前公司正加緊建設中,根據建設規劃和目前實際建設進度,預計明年即可有部分產品實現試生產的生產條件。由於公司的主要客户都分佈在華南區域,佈局龍南可以貼近客户、快速響應客户需求,節約運輸成本和溝通成本。而且很多下游客户也在往江西發展,後期將會更有利於業務的開拓。公司未來在龍南基地集中化生產,將更好的發揮協同效應,減少因多基地運作而產生的費用和成本,且樹脂是公司PCB油墨產品上游最主要的原材料,公司華南生產基地佈局上游原材料專用樹脂基本以自用為主,未來將有效提升公司的市場競爭力,改善公司盈利能力,為公司保持長期穩健的經營發展提供保障。
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