嘉欣絲綢(002404.SZ):今年投產的柬埔寨服裝生產基地將新增產能600萬件
格隆匯5月22日丨嘉欣絲綢(002404.SZ)近日在接待機構投資者調研時表示,服裝供應鏈向東南亞轉移,全球化的趨勢對行業龍頭企業是個機會,公司在海外產能佈局時相較於行業內中小企業具備更大的資金、人才和管理優勢。公司從2019年開始在柬埔寨、緬甸等地進行海外供應鏈佈局,採取“築巢引鳳”策略,向客户推介公司的海外工廠,今年投產的柬埔寨服裝生產基地將新增產能600萬件,柬埔寨基地的年目標產能可達到1000萬件,未來產能佔比將達到40%。此外,公司採取“借雞生蛋”策略,在柬埔寨等東南亞地區開發定點外協工廠,可以進一步消化增量訂單。
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