劍橋科技(603083.SH):公司出口至美國的產品絕大多數是在馬來西亞的工廠生產
格隆匯2月28日丨劍橋科技(603083.SH)在投資者互動平臺表示,沒有太大影響。美國政府自2025年2月4日起對所有源自中國的產品加徵10%的關稅。目前,公司出口至美國的產品絕大多數是在馬來西亞的工廠生產,故完全不會受到影響;國內工廠生產並輸美的產品佔比較小且大部分由客戶承擔運費和關稅。所以,此次加徵關稅的舉措從整體來看對公司的直接影響並不明顯。公司會持續擴大海外工廠產能以滿足客戶需求。多年來,公司堅定推進國際化戰略,在生產與供應鏈全球化方面成果顯著,海外產能已成爲新的競爭優勢,有力幫助公司應對地緣政治的不確定性,也得到客戶認可,推動了海外業務發展。當下客戶對地緣政治風險更爲關注,對供應商應對風險能力的要求有所提高,這爲公司帶來更多的市場機遇。公司持續關注政策動態、評估風險,後續將通過優化產能佈局、提升產品與服務能力、助力客戶抵禦政策風險、拓展市場等舉措,推動業務穩定發展。鑑於全球政治經濟環境複雜多變,政策不確定性增加,還請投資者理性投資,注意投資風險。
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