奥瑞金全球布局再落两子 “中国包装”名片走进东南亚、中亚

Core Viewpoint - The restructuring of global supply chains is advancing, with "Made in China" evolving into a new global presence, exemplified by Aokijins' investment in production bases in Thailand and Kazakhstan totaling 4.42 billion and 6.47 billion yuan respectively [1][2]. Group 1: Company Expansion - Aokijin has established multiple production bases in countries such as Australia, New Zealand, and Canada, reflecting a broader trend among domestic industry leaders to accelerate overseas capacity deployment [2]. - The new production line in Thailand is expected to have an annual capacity of 700 million cans, while the Kazakhstan facility is projected to produce 900 million cans annually [4][5]. - The strategic choice of locations for these overseas projects is aimed at expanding Aokijin's market presence in Southeast Asia and Central Asia, enhancing its international competitiveness and brand influence [6][12]. Group 2: Market Dynamics - The beverage market in Thailand is growing at an annual rate of over 6%, making it a key economic hub in Southeast Asia, while Almaty in Kazakhstan is recognized as a major center for the global fruit and vegetable juice industry [5][6]. - Aokijin's clients, including well-known domestic brands, are increasingly focusing on expanding their operations in Southeast Asia, positioning the region as a critical demand center [5][6]. Group 3: Operational Strategy - Aokijin plans to relocate some domestic production equipment to overseas factories to reduce cash investment and improve the utilization rate of domestic production bases [7][8]. - The company aims to leverage its complete domestic industrial chain to support its international operations, providing localized services to global brands [6][10]. Group 4: Industry Context - The domestic packaging industry has faced challenges, with stagnant growth and low profitability since peak production levels in 2013 and 2016, leading to increased competition and "involution" within the sector [9][10]. - Aokijin's overseas capacity expansion is expected to optimize the competitive landscape in the domestic market and enhance profitability, while also driving more vigorous global circulation in the fast-moving consumer goods market [12]. Group 5: Future Outlook - Aokijin's commitment to innovation and sustainability is reflected in its ongoing development of new materials and technologies, with 174 effective patents obtained as of 2024 [11]. - The establishment of new production bases will increase Aokijin's total overseas capacity to over 9 billion cans per year, further solidifying its role in the global packaging industry [12].