敏芯股份(688286.SH):基本上沒有直接銷售產品到美國本土的業務
格隆匯4月8日丨敏芯股份(688286.SH)在投資者互動平臺表示,目前公司的客戶結構中,大陸之外的客戶銷售佔比很小,下遊終端市場應用較爲分散,基本上沒有直接銷售產品到美國本土的業務。因此,上述關稅政策對公司業績產生的直接影響微乎其微。從公司供應鏈安全的角度來看,公司一直致力於MEMS傳感器全產業鏈研發和全生產環節國產化,從“零”開始打造中國的MEMS供應鏈,現已擁有完整的芯片設計、晶圓製造、封裝與測試等全產業鏈的自主研發設計能力。憑藉完全自主設計的MEMS芯片與ASIC芯片成功打破了MEMS核心芯片長期被國外半導體廠商壟斷的格局,公司供應鏈的抗風險能力比較強。綜上所述,美國此次加徵關稅對公司經營業績和供應鏈安全的影響極小。公司產品幾乎不會有直接的關稅成本上升,整體情況可控。同時,未來的國際貿易政策仍存在不確定性,公司也將持續關注相關動態,並通過持續的技術創新和產業佈局,努力提升公司的抗風險能力。
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