Group 1: Company Operations and Production Capacity - The main production bases are located in Vietnam, with a new finished shoe factory in Indonesia starting production in the first half of 2024. There is currently no production capacity in China [2] - The company plans to build several large-scale production bases in Indonesia, considering factors like labor resources, logistics, and the business environment [2] - Over the past three years, the company's capital expenditure has been approximately 1.1 to 1.7 billion RMB annually, with plans for continued capacity expansion in Indonesia and Vietnam [2] Group 2: Impact of Tariffs and Trade Policies - The company exports products from Vietnam to various global markets, including the U.S., Canada, Europe, and Australia, with import tariffs borne by customers based on trade policies [3] - There are potential plans for Indonesia to impose safeguard tariffs of 100% to 200% on imported footwear, but no specific regulations have been released yet [3] - The company’s production in Vietnam and Indonesia primarily involves processing materials, and raw material imports are not subject to tariffs, which may affect pricing if local production occurs [3] Group 3: Pricing and Market Dynamics - The average selling price is influenced by customer and product mix, with significant price variations among different brands [3] - Pricing adjustments are typically discussed during the product development phase, based on costs, labor, and other expenses, with a focus on sustainable cooperation between manufacturers and brands [3]
华利集团(300979) - 华利集团投资者关系管理信息