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鳴志電器(603728.SH):越南工廠已於今年7月進入試產階段,計劃於2024年完成300萬台產能目標
格隆匯 11-09 15:52

格隆匯11月9日丨鳴志電器(603728.SH)在網上業績説明會上表示,公司上海工廠產能搬遷已於2023年1季度末完成,目前太倉工廠產能爬坡情況符合預期。上海工廠的關鍵崗位人員已基本隨遷到了太倉生產基地,公司也在持續擴招生產及技術相關人員;越南工廠已於今年7月進入試產階段,計劃於2024年完成300萬台產能目標。公司業務今年持續拓展,主要體現在新能源汽車配套,光伏製造設備等應用領域。由於眾所周知的原因,今年相當一部分下游客户處於持續的庫存消化狀態,對公司的業績產生一定影響。公司在電機業務之外,也正在關注機器人關節模組及數據中心液冷系統的智能流體控制這些下游應用行業。

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