保隆科技(603197.SH):暫不考慮在美國當地佈置汽車金屬管件產能
格隆匯7月23日丨保隆科技(603197.SH)在投資者互動平台表示,公司近年來投資了多家汽車芯片相關公司,並建立了業務合作關係,包括琻捷電子、賽卓電子、金芯麥斯和雲途半導體等。此外,公司還與國內領先的智能駕駛算力芯片企業合作,開發智能駕駛解決方案。目前公司在在TPMS、車用傳感器和ADAS產品中,已陸續導入國產芯片進入量產,佔比超過10%。公司出口美國的排氣系統管件,現行的進口關税為2.5%,額外加徵25%的關税,大部分由客户承擔。銷往北美的汽車金屬管件業務屬於公司的成熟業務,如轉移至美國需要新增固定資產投入,且美國本土的人力成本較高,因此公司暫不考慮在美國當地佈置汽車金屬管件產能。
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