Core Viewpoint - The company, Ousheng Electric (301187), is experiencing rapid growth in its non-US market business, with expectations for this segment to account for approximately 10% of total revenue in 2024 and to further increase by 2026 [1] Group 1: Business Growth - The non-US market business has maintained a rapid growth trend in recent years [1] - The company anticipates that the proportion of non-US market revenue will rise to about 10% in 2024 and further increase by 2026 [1] Group 2: Capacity and Production - The current production capacity at the Suzhou base is aligned with the scale of non-US orders [1] - Following the completion of the Nantong factory, the capacity at the Suzhou factory will be appropriately reduced and upgraded in function [1] Group 3: Market Expansion - The company is integrating European resources through its German subsidiary, Producteers, and expanding into emerging markets in Latin America and Southeast Asia [1] - The increase in non-US orders will continue to absorb domestic production capacity, ensuring a steady improvement in the utilization rate of domestic production bases [1] Group 4: Strategic Optimization - The company will continue to optimize its capacity layout to match regional production with corresponding markets, achieving precise alignment between orders and production capacity [1] - This strategy aims to stabilize the overall profit margin of the company [1]
欧圣电气：公司非美市场业务近年来保持快速增长态势，2024年非美市场占比约10%