華大智造(688114.SH):拉脱維亞生產基地產能建設佈局基本完成
格隆匯11月3日丨華大智造(688114.SH)投資者關係活動記錄表顯示,拉脱維亞生產基地產能建設佈局基本完成,包括儀器和試劑生產線的建設,也包括一定的庫存週轉,但這並不代表後續海外產品銷售會全部依賴該生產基地的產能,公司目前已經考慮在美洲規劃面向美國等市場的生產基地建設。
拉脱維亞生產基地的產能建設在未來兩年主要以供應DNBSEQ-G400 和 DNBSEQ-G99 為主.目前已經完成了 DNBSEQ-G400的儀器投產,正在做 DNBSEQ-G400 的測序試劑產線的轉產,預計今年第四季度可以完成轉產並進行試產。目前規劃產能 1000 套試劑/月、20 台儀器/月。拉脱維亞工廠的能力建設是面向所供應產品的全流程組裝建設的,同時也會根據上游供應鏈和周邊配套做適當的調整,不會完全照搬國內的生產模式。
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