中農立華(603970.SH):公司在美業務體量佔比較小,對於公司整體業績影響有限
格隆匯4月7日丨中農立華(603970.SH)在互動平臺表示,美國對中國輸美商品加徵的“對等關稅”中,農藥類產品未被明確列入豁免清單外的重點加稅範圍,需重點關注34%的差別稅率適用風險。公司主營產品農藥對於農業生產極其重要、需求相對剛性,同時中國農藥工業在全球地位難以被取代。另一方面,公司海外業務重點產品如百草枯、敵草快等原藥產品在豁免清單中所列示,同時公司在美業務體量佔比較小,對於公司整體業績影響有限。公司將密切關注並動態評估美國加徵關稅對業務的影響,積極與客戶展開交流,通過優化供應鏈效率或調整定價策略等方式穩步推進在美業務。與此同時,公司重點拓展南美、東南亞、非洲等農藥需求增長顯著的新興市場,自2024年部分國別市場實現自主登記產品銷售穩定增長,初步完成市場多元化及本地化佈局。
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