長光華芯(688048.SH):日前美國的關稅政策對公司影響甚微
格隆匯4月7日丨長光華芯(688048.SH)在投資者互動平臺表示,公司作爲激光芯片國產替代的龍頭企業,積極響應國家的產業政策,始終堅持核心技術和供應鏈自主可控,公司作爲IDM廠商在應對未知的地緣政治風險中也極具優勢,風險可控。公司目前海外業務還佔比較少,日前美國的關稅政策對公司影響甚微。相反,中國對來自美國的所有商品包括芯片加徵反制關稅,對公司有利,一是進口芯片成本更高,二是政治風險帶來的供應鏈不確定性風險更大,從而進一步加大了國內市場進口替代的決心。伴隨着國內工業市場及特殊領域的回暖,公司的一季度業績有望大幅改善,同時公司光通信業務的快速發展及特殊領域業務的貢獻,有望帶動全年業績復甦。公司未來將進一步拓展特殊傳感和激光醫美市場,不斷增強公司的綜合實力和盈利能力。
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