美好醫療(301363.SZ):直接出口美國的產品佔營業收入的比例很低
格隆匯4月7日丨美好醫療(301363.SZ)在投資者互動平台表示,美國關税政策對公司業務的影響非常有限。公司直接出口美國的產品佔營業收入的比例很低,2024年前三季度佔比僅為2.91%;另外,公司出口業務主要採用FOB交易模式,由買方自行清關並支付關税。 自2018年開始,在美國陸續對華增加多輪關税的情況下,公司的海外業務保持持續良好增長,業務規模和盈利水平持續提升。近10年來,公司與全球多家醫療器械百強企業保持穩定的戰略合作伙伴關係,與核心客户合作的產品大多是獨家供應,醫療產品受到嚴格的合規保護,認證週期漫長,很難被替代。同時,公司已積累近十年的海外運營經驗,在馬來西亞擁有約13萬平方米的自有研發生產基地,具備研、產、銷、供全產業鏈的成熟體系、並已獲得FDA等國際認證的完善的醫療品質系統,可用於靈活調配產能並滿足涵蓋美國在內的全球市場需求。另外,公司將根據全球競爭環境變化,不斷調整供應鏈的合理佈局。 此外,近年來公司的國內業務蓬勃發展,已與包括強生在內的多家全球醫療器械百強企業展開中國本地化MAH業務合作,這次中美對等關税博弈,將進一步利好和凸顯美好醫療在承接國際醫療器械產業巨頭供應鏈本土化的優勢地位。
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