哈尔斯泰国基地产能稳步提升，“1小时供应圈”优势凸显

Group 1 - The core viewpoint of the news is that Hars (stock code: 002615) is experiencing a positive outlook with its Thailand production base meeting order expectations and steadily ramping up capacity [1][2] - The Thailand base focuses on high levels of automation and intelligence, providing ample room for capacity enhancement and significantly improving supply chain stability through the establishment of a "1-hour local supply circle" [1][2] - The company has achieved a high level of automation, which is a result of years of digital investment, and has reserved space for rapid capacity expansion while continuously optimizing the supply chain and skilled labor [1][2] Group 2 - The research indicates that as companies in the thermal cup industry gather in Thailand, the local supply chain is becoming increasingly complete, with Hars establishing a "1-hour local supply circle" that reduces costs and enhances supply chain responsiveness and stability [2] - The localization rate of personnel at the Thailand production base has reached approximately 90%, with expectations for further increases as capacity expands [2] - The company is deepening its trendy IP strategy in the domestic market and actively expanding into new consumption scenarios such as membership stores and instant retail, achieving over 45% year-on-year growth in e-commerce sales during the recent "Double Eleven" shopping festival [2]