福耀玻璃2024 年第四季度非交易路演要点

March 20, 2025 11:04 PM GMT Fuyao Glass Industry Group | Asia Pacific 4Q24 NDR Takeaways Fuyao expects overall capacity UT rate to stay at 80% in 1Q25 (vs. 85% in 2H24) amid the low season, while benefit from falling input costs should also kick in during the quarter. Steady US operating margin at 13% in 2025: Management expects improving profitability in US plant phase 1 capacity to fully offset the loss associated with the ramp of phase 2 capacity in the initial stage, where UT rate will only reach 30-50% ...