藍思科技(300433.SZ):預計關稅政策變化對整體經營影響非常有限
格隆匯4月7日丨藍思科技(300433.SZ)公佈,預計關稅政策變化對整體經營影響非常有限。財報顯示,藍思科技2024年海外業務佔比58%。公司表示,其中大部分出口通過國內保稅區完成,不存在關稅波動風險。針對海外組裝廠的零部件供應,公司與海外客戶交易採用離岸價或向客戶收取運費交貨到指定目的地,由進口方客戶承擔關稅。這種責任分界清晰的方案,已在支持印度、越南等地整機量產中驗證實效。在關鍵原材料進口端,玻璃基板採購已形成日本、韓國等爲主的供應矩陣,進口方式爲加工貿易保稅進口,不涉及進口關稅。
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