樂心醫療(300562.SZ):目前美國關稅政策對公司在美業務影響可控
格隆匯4月7日丨樂心醫療(300562.SZ)在投資者互動平臺表示,目前美國關稅政策對公司在美業務影響可控。(1)公司在美業務主要爲數字慢病設備解決方案業務板塊,除了爲數字慢病管理企業提供醫療級健康監測設備,還會通過搭建“遠程物流平臺系統”、“遠程設備管理雲平臺”爲客戶提供數據管理服務及物流管理服務。全鏈條的服務加深了公司與客戶之間的粘性;該部分客戶已與公司合作多年,已建立長期信任基礎。(2)除了美國市場以外,公司業務還遍佈歐洲、中東非等市場,目前覆蓋將近90個國家,多元化的業務範圍和客戶結構有助於公司抵禦國際因素帶來的風險。(3)除既有業務,公司也在積極大力開展創新業務。公司在國內已經佈局OTC助聽器、智能心電衣;公司的心血管病垂直領域大模型、其他創新性醫療級可穿戴產品等也在積極籌備中,將盡快推出上市。公司第二增長曲線雛形已現。美國關稅政策輻射全球,並非單一針對,公司將密切關注相關事宜,根據實際情況積極應對,如採取本地化生產、供應鏈多元化等有效措施,降低風險。
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