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亚香股份(301220.SZ):泰国工厂目前运营状况良好
Ge Long Hui A P P· 2025-12-18 01:13
格隆汇12月18日丨亚香股份(301220.SZ)在投资者互动平台表示,公司泰国工厂目前运营状况良好,现 有在手订单足以支撑和匹配工厂正常运转,包括天然叶醇和橡苔等在内的各品类产品在有序生产和陆续 销售出货中。 ...
亚香股份:公司泰国工厂目前运营状况良好,现有在手订单足以支撑和匹配工厂正常运转
Mei Ri Jing Ji Xin Wen· 2025-12-18 01:12
(记者 王晓波) 每经AI快讯,有投资者在投资者互动平台提问:根据公司公告和投资者调研回复。泰国一期产值为8 亿,净增加额5亿,按2024年营业额计算不算二期公司年营收能有12亿,按公司前三个季度的营收看泰 国生产线利用率不高,主要产品之中叶醇和橡苔目前还没有大量生产? 亚香股份(301220.SZ)12月18日在投资者互动平台表示,公司泰国工厂目前运营状况良好,现有在手 订单足以支撑和匹配工厂正常运转,包括天然叶醇和橡苔等在内的各品类产品在有序生产和陆续销售出 货中。 ...
亚香股份召开业绩说明会 一季度泰国工厂收入贡献显著
Core Viewpoint - The company has experienced significant revenue growth in 2024, but net profit has declined due to intense price competition in the spice industry [2] Group 1: Financial Performance - In 2024, the company achieved a revenue of 797 million yuan, representing a year-on-year increase of 26.42%, while net profit attributable to shareholders was 56 million yuan, down 30.51% [2] - In Q1 2024, the company reported a record revenue of 262 million yuan and a net profit of approximately 82.17 million yuan, with a non-recurring net profit of 38.20 million yuan, marking a year-on-year growth of 120.8% [2] Group 2: Production Capacity and Expansion - The first phase of the "Yaxiang Biotechnology (Thailand) Co., Ltd. Production Base Project" commenced production in November 2024, with the Thai factory achieving normal full-load production [2] - The first phase capacity includes 1,000 tons of vanillin, 200 tons of oak moss, and other products, with a second phase expected to be completed around August 2025 [3] - A new synthetic vanillin production line is planned in Thailand, which will have an annual capacity of 4,000 tons [3] Group 3: Strategic Investments - The company plans to acquire 10% equity in Centrome Inc. for 30 million USD to expand sales channels and market share in the U.S. [3] - This investment is expected to enhance the company's international influence and complement its U.S. subsidiary's operations [3] Group 4: Market Strategy - The establishment of the Thai base allows the company to diversify its product structure and increase production capacity while avoiding tariff impacts [4] - The company is actively exploring new product layouts to meet diverse market demands, including the introduction of ambroxan, a fragrance ingredient commonly used in perfumes [4]