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滬電股份(002463.SZ):2024年公司直接出口至美國的營業收入佔比低於5%
格隆匯 04-07 15:10

格隆匯4月7日丨滬電股份(002463.SZ)在投資者互動平臺表示,2024年公司直接出口至美國的營業收入佔比低於5%,公司產品主要出口至東南亞地區,按照過往的行業慣例公司出口產品並不承擔關稅。北美市場是公司產品終端客戶羣體的重要聚集地,其所涉具體稅率、關稅豁免的申報和裁決等情況還不太明確,公司密切關注國際貿易爭端發展狀況,並與客戶持續進行溝通,共同協商解決方案。此外,公司部分業務的少部分進口原材料受到加徵關稅影響。 面對國際貿易環境的高度不確定性,公司更需要專注執行既定的“聚焦PCB主業、精益求精”的運營戰略,依託長期累積的產品平衡佈局以及深耕多年的中高階產品與量產技術,堅持以技術創新和產品升級爲內核,準確把握未來的產品與技術方向,持續加大技術和創新方面的資源投入,通過技術創新、均衡的多元化客戶結構、供應鏈韌性,在複雜的環境中保持韌性和競爭優勢,在不確定中錨定確定性。

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