美埃科技(688376.SH):公司在馬來西亞當前的產能約為5000萬人民幣
格隆匯2月7日丨美埃科技(688376.SH)近期在接待機構投資者調研時表示,國內產能方面,目前開展的南京工廠二期擴產項目是整體募投項目的一部分,主要是為了解決目前產能不足的短板和瓶頸,是為了未來1~2年業績增長而準備的。二期擴產項目預計於2024年第一季度開始投入生產,預計滿產後的產能可達到目前南京工廠產能的1.5倍,能支撐公司對於2024~2025年業務增長需求。
國外產能方面,公司在馬來西亞當前的產能約為5,000萬人民幣。在2022年年底,海外購買了兩間新的廠房,預計於2024年第一季度開始投入生產,產能擴充後,海外的產能將提升至2.0億人民幣。這次的產能擴充主要是因為不斷增長的海外訂單,海外的訂單主要包括半導體行業,光伏鋰電等新能源行業等。除此之外,公司還有部分收入是來源於耗材替換。隨着公司項目的增多,生產率的提升,耗材替換量在增加,因此,耗材收入佔比也會逐步增加。這意味着公司的存量耗材將會持續循環使用,而且隨着公司在市場上的不斷拓展,耗材替換量和收入也將不斷增長。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.