春風動力(603129.SH):針對4月2日美國加徵“對等關稅”對產品出口的影響,公司已採取多維度應對策略
格隆匯4月8日丨春風動力(603129.SH)在互動平臺表示,針對4月2日美國加徵“對等關稅”對產品出口的影響,公司已採取多維度應對策略,結合全球化佈局與產品特性,在規避關稅衝擊的同時持續拓展國際市場。 近年來,公司全球化戰略成效顯著,通過持續拓展非美區域和加速兩輪、極核業務發展,美國市場營收佔比已降至30%以下,公司目前市場結構愈發多元、穩健,抵禦風險的能力已顯著增強。 爲應對複雜多變的市場環境,公司致力於構建高效、靈活的全球產能佈局,在杭州、泰國和墨西哥建立生產基地,形成多點支撐生產體系。三地生產基地之間產能調配空間大,能依據市場需求的變化,靈活調整生產計劃,確保供應鏈既穩定又靈活。 公司目前在墨西哥已建立充足產能儲備,建廠初期就投資建設了完備的焊接、塗裝、總裝等核心工藝生產線。這一佈局爲公司築牢了生產根基,通過前期的磨合爬坡,不僅生產體系愈發穩定,也能夠快速應對未來規模化生產的需求。此次“對等關稅”加徵並未涉及墨西哥,公司計劃進一步加大墨西哥輸美產品比例,同時提升墨西哥本土零部件開發及本地採購比例,從而增強供應鏈的彈性與成本競爭力。通過產能爬坡和精益生產管理,公司將持續降低單位製造成本,有效對衝關稅帶來的成本上升壓力,維持合理的盈利水平。 關稅加徵並非公司首次面對,憑藉多年積累的豐富經驗和強大的綜合實力,春風動力展現出良好的適應能力和應對能力。憑藉深厚的行業積澱與前瞻性佈局,公司有信心通過優化產能佈局、推進本土化採購、加強市場多元化等舉措,從容應對關稅變化帶來的挑戰。公司將繼續密切關注政策動態,及時調整經營策略,確保在全球市場的穩定發展。
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