泛亞微透(688386.SH):公司的產品相比美國戈爾更具性價比優勢
格隆匯4月7日丨泛亞微透(688386.SH)在投資者互動平台表示,公司作為行業龍頭美國戈爾(GORE)的緊密追隨者,30年來一直走核心技術創新,進口替代的路線,公司兩大主要核心產品ePTFE膜產品以及CMD在國內市場最直接且最大的競爭對手就是美國戈爾,公司的產品相比美國戈爾更具性價比優勢,如果中國針對所有美國進口商品徵收34%關税,公司產品的競爭力將更加明顯,有利於加速進口替代。另外,公司參股公司江蘇源氫研發生產的質子交換膜也將受益。高性能質子交換膜產品在國內市場幾乎被美國戈爾壟斷,源氫自主研發的質子交換膜性能優異,擁有更高的性價比,此次如果加徵關税,也有利於江蘇源氫的質子交換膜產品的市場推廣。
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