立訊精密(002475.SZ):在越南、印度以及墨西哥做出相應佈局和規劃,對於印度積極探索、謹慎投資
格隆匯5月24日丨立訊精密(002475.SZ)近期召開2022年度股東大會,互動交流中,就“簡要介紹未來在越南、印度以及墨西哥的產能及業務佈局規劃。”,公司回覆稱,隨着宏觀環境調整和市場變化,立訊在越南、印度以及墨西哥做出相應佈局和規劃。整體而言,目前消費電子業務着重在越南佈局;對於印度市場公司需要充分考慮印度市場的內需;在墨西哥佈局的是汽車和通訊產業,主要基於美墨加關税等方面有利政策的考慮。就產能佈局的現狀和走勢而言,其一,目前立訊在上述三個地區已經佈局20%-25%左右的產能,未來可能會增長到30%左右。其二,目前立訊產能較大部分佈局在越南,對於印度我們積極探索、謹慎投資。
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