環旭電子(601231.SH):SMT產線中國大陸佔比約60% 海外SMT產線約佔40%
格隆匯7月13日丨環旭電子(601231.SH)近期在接待機構投資者調研時表示,公司目前在全球四大洲、10個國家和地區、擁有28個生產據點。從營收貢獻看,中國大陸以外的營收佔比在2022年已達到35%,較2018年提出全球化策略時18%的比例提升了將近一倍;從產能分佈看, SMT產線中國大陸佔比約60%,海外SMT產線約佔40%。
2023年全球供應鏈加快重構步伐,海外客户近岸外包、友岸外包需求增長較快,公司已在墨西哥、波蘭、中國台灣、越南等投資新的產能,主要服務汽車電子、工業類產品。
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