福田汽車(600166.SH):2023年海外市場銷量超過13萬輛 KD出口佔比達到45%
格隆匯1月11日丨福田汽車(600166.SH)披露投資者關係活動記錄表顯示,海外戰略也是公司的另一核心戰略,未來幾年在國內存量競爭的環境下,海外出口將成為主要增長點,出口模式也逐漸從整車出口、KD出口到屬地產業化模式轉變,通過產品屬地化、運營屬地化、人才屬地化實現業務突破,加快產業化市場戰略佈局和落地轉化,深入開展國際合作,打造屬地產業生態。2023年海外市場銷量超過13萬輛,其中KD出口佔比達到45%,主要出口區域在南美、西亞和東歐,主要出口產品是輕卡、重卡和輕客。在屬地化方面,目前福田已在海外建立了產業鏈協同機制,包括在泰國與正大集團合作建立整車製造和銷售公司,同時將供應鏈康明斯也引入泰國建廠,與意大利比亞喬的合作等,未來在一些戰略地區也會進行相關產業佈局。
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