Core Viewpoint - The company indicates that Southeast Asia currently has lower tariff costs compared to domestic levels, while overall procurement costs in Southeast Asia are slightly higher than in the domestic market, but the supply chain costs are lower overall [1] Group 1: Tariff and Procurement Costs - As of now, tariff costs in Southeast Asia are lower than those in the domestic market [1] - Overall procurement costs in Southeast Asia are slightly higher than domestic costs, but there are variations based on different material categories [1] - The overall supply chain costs in Southeast Asia are lower than those in the domestic market [1] Group 2: Future Cost Reduction and Product Strategy - The company sees potential for continued cost reduction in procurement as the scale increases in the future [1] - The company has not yet transferred some products to Southeast Asia, but has implemented price increases and supplier relocations to Southeast Asia for supply continuity [1] - Low-margin products that cannot be relocated will be phased out [1]
致欧科技：整体看来东南亚整体供应链成本低于国内