MYS(002303)
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美盈森:公司在越南、泰国、马来西亚和墨西哥四个国家有六个工厂
Zheng Quan Ri Bao Wang· 2025-11-14 11:45
证券日报网讯美盈森(002303)11月14日发布公告,在公司回答调研者提问时表示,公司在越南、泰 国、马来西亚和墨西哥四个国家有六个工厂,还有一定的产能空间。在一些有增量订单的区域,公司也 会根据下游市场需求针对性地安排一些产能扩张的计划,并根据客户需求逐步投资。 ...
美盈森:目前公司原材料采购以本地化采购为主
Zheng Quan Ri Bao Wang· 2025-11-14 11:45
Core Viewpoint - Meiyingsen (002303) announced on November 14 that the company primarily relies on localized procurement for its raw materials [1] Group 1 - The company emphasizes local sourcing for its raw materials [1]
美盈森:当前国内出海的企业以行业头部企业为主
Zheng Quan Ri Bao Wang· 2025-11-14 11:45
Core Viewpoint - The company, Meiyingsen (002303), emphasizes its competitive advantages over local overseas enterprises, particularly in product quality, service, R&D design, and customer resources [1] Group 1: Competitive Landscape - Domestic enterprises venturing abroad are primarily industry leaders, indicating a strong overall competitiveness [1] - The company possesses significant competitive advantages in product quality, service, R&D design, and customer resources compared to local overseas competitors [1] Group 2: Service Capabilities - The company is capable of providing group-based support services that better meet global supply chain management needs for clients with order demands in multiple domestic and international regions [1]
美盈森:公司国内业务下游客户行业分布中消费电子类占比约40%
Zheng Quan Ri Bao Wang· 2025-11-14 11:45
Core Viewpoint - Meiyingsen (002303) announced on November 14 that its domestic business customer industry distribution includes approximately 40% in consumer electronics, about 25% in furniture and home appliances, and around 15% in the automotive and new energy vehicle supply chain [1] Group 1 - Domestic business customer distribution: Consumer electronics accounts for approximately 40% [1] - Furniture and home appliances combined account for about 25% [1] - Automotive and new energy vehicle supply chain accounts for around 15% [1] Group 2 - Remaining customer segments include industries such as liquor, medical devices, food and beverage, health products, express packaging, and label and electronic functional materials die-cut products [1] - Overseas business customers are primarily from the consumer electronics, furniture, and home appliances sectors [1]
美盈森:近期原材料价格有一些波动,但整体波动不是很大
Zheng Quan Ri Bao Wang· 2025-11-14 11:45
Core Viewpoint - The company, Meiyingsen (002303), reported that there have been some fluctuations in raw material prices recently, but the overall volatility is not significant [1] Group 1 - The company indicated that in the event of substantial fluctuations in raw material prices, it will negotiate with customers to adjust product prices [1] - The company will also take into account the fluctuations in material costs in new pricing [1]
美盈森:包装行业壁垒整体较小
Zheng Quan Ri Bao Wang· 2025-11-14 11:45
Group 1 - The core viewpoint of the article is that while the packaging industry has relatively low barriers to entry, leading companies possess significant competitive advantages in areas such as R&D design, product quality, customer resources, and customer service [1] - The capital expenditure for a large high-end packaging factory is substantial, posing a challenge for small and medium-sized enterprises [1] - Companies investing overseas face considerable market risks if they lack a strong and extensive base of quality customers in those regions [1] Group 2 - The company's decision to invest in multiple overseas locations is primarily driven by the presence of long-term service customers in those areas [1] - The availability of talent in overseas markets presents a significant challenge for small and medium-sized enterprises [1]
美盈森:目前国内外业务利润率波动整体较小
Zheng Quan Ri Bao Wang· 2025-11-14 11:45
证券日报网讯美盈森(002303)11月14日发布公告,在公司回答调研者提问时表示,目前国内外业务利 润率波动整体较小,较为稳定。近年来,公司开发了一些附加值相对较高的客户,也主动减少了毛利较 低的业务订单,同时,随着海外业务的增长,利润整体也有所提升。 ...
美盈森:现金分红是监管机构要求和鼓励支持的
Zheng Quan Ri Bao Wang· 2025-11-14 11:45
证券日报网讯美盈森(002303)11月14日发布公告,在公司回答调研者提问时表示,现金分红是监管机 构要求和鼓励支持的,同时也是回报股东非常重要的方式。未来,公司会继续重视分红,但分红金额和 分红比例需要根据经营情况、资金情况和资本性开支等综合确定。 ...
美盈森:公司投资性房地产主要为已出租的办公楼、厂房及公寓
Zheng Quan Ri Bao Wang· 2025-11-14 11:45
Core Viewpoint - Meiyingsen (002303) announced on November 14 that its investment properties mainly consist of leased office buildings, factories, and apartments, and any potential impairment in the future will be determined based on evaluation results [1] Summary by Category - **Investment Properties** - The company’s investment properties include leased office buildings, factories, and apartments [1] - **Future Impairment Assessment** - Future impairment of these properties will depend on the results of evaluations [1]
美盈森:公司2026年的发展目标是国内争取实现企稳回升
Zheng Quan Ri Bao Wang· 2025-11-14 11:45
证券日报网讯美盈森(002303)11月14日发布公告,在公司回答调研者提问时表示,公司2026年的发展 目标是国内争取实现企稳回升,海外业务争取实现较快增长。 ...