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永藝股份(603600.SH):目前公司有越南和羅馬尼亞兩大海外基地
格隆匯 10-28 15:50

格隆匯10月28日丨永藝股份(603600.SH)投資者關係活動記錄表顯示,目前公司有越南和羅馬尼亞兩大海外基地。

越南基地:公司於2018年在行業內率先"走出去"投資建設越南生產基地,經過數年建設已在客户資源、產能規模、本地化供應鏈、人員素質、技術工藝等方面奠定了堅實基礎,目前公司對美業務已大部分實現在越南生產出貨。公司正在繼續推進越南基地產能建設,第三期越南生產基地第一批廠房正在建設中,後續產能建設會根據訂單情況、國際貿易格局變化和訂單轉移趨勢進行佈局,因此公司越南基地的產能彈性較大。

回顧過去六年越南基地的發展歷程,主要有以下工作重心:(1)產能建設;(2)客户拓展、品類拓展,今年以來越南基地的增長就得益於多個新客户、新品類、新業務順利落地並加快放量;(3)管理優化,持續推進精益生產、庫存優化、效率提升等;(4)本地化供應鏈建設及垂直整合,已建立完整的垂直整合製造能力(包括衝壓、焊接、塗裝、注塑、發泡等);(5)本地化管理團隊建設;(6)製造能力和工藝水平持續提升,不斷提高承接更高技術工藝要求產品的能力,助力拓展產品線和客户羣。上述工作使公司越南基地的客户資源

和經營效率持續提升,經營業績持續向好,後續公司越南基地也將繼續在產能建設、客户拓展、管理優化、本地化供應鏈建設等方面持續提升,不斷提高競爭優勢。

羅馬尼亞基地:公司羅馬尼亞基地於2023年上半年實現投產出貨,今年以來加快新產品導入和產能建設,隨着收入規模擴大,經營情況持續改善,接下去也將擴建產能,未來幾年羅馬尼亞基地也有望持續貢獻業績增量。

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