銀龍股份(603969.SH):目前不存在向美國市場出口的情況
格隆匯4月8日丨銀龍股份(603969.SH)在互動平台表示,公司目前已形成預應力材料全球滲透結合軌道交通裝備、技術協同出海的雙維出口格局。目前,公司預應力材料產品已出口至英國、日本、韓國、馬來西亞、澳大利亞、孟加拉、加拿大等90餘個國家和地區,主要分佈於南亞、東南亞、中東等區域,重點覆蓋"一帶一路"沿線市場。需要特別説明的是,公司早在2009年美國針對反傾銷開始已停止美國業務,目前不存在向美國市場出口的情況,因此公司在近期美國加徵關税事件中沒有受到影響。 公司產品訂單主要受基礎設施建設的影響,在複雜國際環境下,公司將加強技術創新,以差異化產品優勢應對市場競爭,並持續強化與現有國內及國際客户的戰略合作,通過聯合研發、定製化服務提升客户粘性。 國際市場方面:中美關税增加會影響中國出口美國,但也可能會反向促進中國和其他國家和地區的貿易關係。公司將會在維持現有市場的基礎上積極開拓國際市場訂單,提供從材料到裝備的整體解決方案,優化全球供應鏈佈局,提升區域市場快速響應能力。 國內市場方面:出口短期可能受到影響,國家會增加刺激內需、加大基礎建設等投資。國家鐵路集團有限公司公佈了2024年鐵路投資數據,數據顯示:2024年,全國鐵路完成固定資產投資8506億元,同比增長11.3%,持續保持高位運行。公司產品聚焦國內鐵路等基建領域,在預應力材料產品和軌道交通用混凝土製品深度佈局,目前公司訂單飽滿,產線基本滿負荷生產。未來公司將持續深耕精耕主業,以良好業績回報投資者。
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