IKD(SH:600933) Zheng Quan Ri Bao Wang·2025-11-20 13:13Core Viewpoint - The company has successfully launched its second factory in Mexico, which began production in June 2025, aiming to meet the North American market's demand while reducing logistics costs and delivery times [1] Group 1: Production and Operations - The Mexican factory is currently in the ramp-up phase of mass production, designed to fulfill the near-supply needs of the North American market [1] - A localized technical collaboration mechanism has been established with clients, allowing for flexible adjustments in production rhythm and process parameters, creating an agile manufacturing model [1] Group 2: Strategic Positioning - The Mexican factory serves as a strategic hub for the North American market, mitigating risks associated with trade policy fluctuations and enhancing customer loyalty through localized production [1] - The overseas base benefits from the mature process database and standardized management system of the Ningbo headquarters, enabling full-process replication capabilities and precise, rapid deployment of production lines [1]