鋭明技術(002970.SZ):越南工廠於今年5月上旬開業 現已有三條生產線投產
格隆匯9月22日丨鋭明技術(002970.SZ)近期在接待機構投資者調研時表示,因供應鏈危機等因素,公司去年底在越南北寧地區設立了全資子公司。越南工廠可積極應對美國對中國製造產品的生產場地限制等問題,包括高額的關税影響等,越南生產的產品可發往美國等周邊國家。越南工廠與東莞工廠類似,從SMT貼片到產品組裝等環節,全部由其獨立完成,預計將配備4條生產線。越南工廠於今年5月上旬開業,現已有三條生產線投產,經過四個多月的試產磨合,現在產品直通率已達標,生產質量較穩定,目前小批量產品可以正常從越南出口至北美等地,部分海外客户對越南工廠的審廠事項還在進行當中。公司的越南工廠及東莞工廠的供應鏈佈局,一定程度上可以滿足目前國內外經濟大環境下的產品出貨要求。隨着越南工廠的投產及發貨,公司的全球化佈局邁上了新的台階。未來,北美等海外客户的業務將從越南工廠批量交付。保持公司全球供應鏈穩定,是公司持續、穩健發展的核心戰略體現。
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