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嘉欣絲綢(002404.SZ):柬埔寨生產基地全部達產後海外產能可達到800-900萬件

格隆匯5月20日丨嘉欣絲綢(002404.SZ)在投資者關係表示,公司從2019年開始在海外進行供應鏈佈局,陸續投入超過1.4億元,柬埔寨生產基地全部達產後海外產能可達到800-900萬件,海外產能佔比將從原有的25%左右提升到40%-45%。除自產產能,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;服裝供應鏈向東南亞轉移,供應鏈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,競爭優勢也將更加明顯。

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