亞香股份(301220.SZ):泰國工廠會生產除香蘭素以外的產品,並且在一定程度上替代國內的部分產能
格隆匯3月21日丨亞香股份(301220.SZ)於近期接受特定對象調研,就“泰國工廠是否會生產除香蘭素以外的產品,並可能替代國內產能?”,公司回覆稱,泰國工廠會生產除香蘭素以外的產品,並且在一定程度上替代國內的部分產能。這些替代生產的產品主要包括中美貿易摩擦關税較高的產品,如桂酸甲酯、苯甲醛、葉醇和涼味劑等。由於國內涼味劑已滿產,泰國工廠將主要應對增量訂單需求,並主要出口至美國等國際客户。同時,國內的香蘭素生產線將進行改造,以適應其他產品的生產需求。未來,公司將根據各產品銷量增長情況來靈活調整產能。
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