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凱眾股份(603037.SH):目前墨西哥廠址已選好
格隆匯 06-12 15:40

格隆匯6月12日丨有投資者向凱眾股份(603037.SH)提問:墨西哥工廠的基本情況,包絡設立原因、生產的產品、訂單情況、人工配備情況等?

凱眾股份回覆:公司建立墨西哥工廠的主要原因有兩點:1、關税因素,中美貿易戰之後,中國出口美國業務關税從2.5%上升到27.5%,擠壓毛利; 2、客户需求,因中美關係影響,美國客户要求供應商在北美有生產基地。

目前墨西哥廠址已選好,前期投入不大,主要是廠房租金 ;墨西哥人工成本較國內低,前期公司主要派駐工藝、技術人員進場,預計配置一條左右產線,設備主要從國內轉移,首先開展緩衝塊業務,主要供貨北美客户包絡美國通用、福特等;墨西哥工廠計劃今年年底投產,預計明年有4000萬左右的銷售;開發北美市場也是公司緩衝塊業務國際化的戰略目標需要。

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