水晶光電(002273.SZ):目前越南二期工程已經結頂,預計明年將開始進行生產
格隆匯11月14日丨水晶光電(002273.SZ)於2024年11月12日接受特定對象調研時表示,雖然公司的產品終端是大客户,但是公司處於產業鏈上游,部分產品是與下游進行交付和結算。為了降低國際形勢風險,2021年公司就在越南建設基地,2023年在新加坡設立了子公司、在越南擴大投資建設二期工程。目前公司越南二期工程已經結頂,預計明年將開始進行生產。公司也會持續關注貿易政策變化情況,並加強與全球客户的溝通協調,靈活調整應對策略。
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