【创源股份:基于供应链韧性升级需求公司计划推进全球供应链重构】金十数据4月25日讯,创源股份在接待机构调研时表示,公司2025年年初已公告将依托子公司新加坡创源对越南北部及东南亚的其他地区进行生产布局。目前完成ODI程序,正动态评估国际政经环境波动的潜在影响。基于供应链韧性升级需求,公司计划推进全球供应链重构,具体规划将结合实际情况推进。公司出口业务涵盖文教休闲、生活家居及运动健身(主要为跨境电商业务)三大领域,其中文教休闲和生活家居主要针对B端市场,运动健身类的跨境电商业务则直接触达C端消费者。面对关税变动,公司业务影响尚难准确评估。尽管文教休闲板块受冲击,但公司在东南亚的产能布局增强了成本控制和供应链稳定性,客户订单部分转移至东南亚。
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