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789

马自达将调整泰国的生产体制。从该国向澳洲出口的汽车将改为从日本出口。最早于今年内首先在SUV领域实施调整。
由于泰铢升值,马自达的盈利出现恶化。再加上泰国国内汽车市场疲软,美国通用汽车减少了整车生产,日本制铁减产了汽车用钢板,同样的行动有可能扩大。
泰国是东南亚最大的汽车生产基地。2018年生产216万辆,对国外出口占约半数。在泰国的日本企业也很多,例如:丰田、本田、日产、马自达、五十铃等均建有生产基地。在销量上,日系车企占到该国8成以上。
马自达在泰国工厂的年产能为13万5000辆。本次的调整对象为SUV‘CX-3’,调查公司MarkLines的统计显示,2018年在泰国的产量约为2万5000辆,每年向澳洲最多出口1万4000辆。今后将逐步改为使用CX-3的日本国内生产基地——防府工厂的产品向澳洲出口。
目前泰铢兑美元汇率徘徊在6年高点附近,比年初升值约6%。泰铢兑澳元汇率比2019年初升值8%左右。马自达因泰铢升值等影响,预计截至2020年3月的2019财政年利润将被拉低799亿日圆(30亿1680万令吉)。
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