博威合金(601137.SH):越南及國內部分銷往美國市場的訂單可以通過業務設計來最大可能的減少加徵關稅的影響
格隆匯4月3日丨博威合金(601137.SH)在投資者互動平臺表示,公司股價短期內隨市場波動不影響長期成長邏輯。關於回購,如有相關計劃將會嚴格按照規定履行相應的決策審議程序後予以披露。 關於美國此次對全球加徵關稅一事,公司業務方面做如下說明:1)新能源業務:公司在美國建設的2GW電池片及組件項目,就是從根本上解決美國對海外進口產品加徵關稅的舉措。本次對全球加徵關稅利好公司的美國項目。越南新投3GW電池片擴產項目未來的銷售市場爲歐洲、印度市場,與國內企業相比依然有稅費優勢可實現正常盈利。2)新材料業務:公司越南新材料基地主要銷往東南亞區域,越南及國內部分銷往美國市場的訂單可以通過業務設計來最大可能的減少加徵關稅的影響。
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