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立中集團(300428.SZ):此次美國關稅調整對公司的生產經營不會產生較大的影響
格隆匯 04-07 17:39

格隆匯4月7日丨立中集團(300428.SZ)公佈,2025年4月2日,美國總統特朗普宣佈“對等關稅”相關政策並簽署總統行政令,其中美國將對所有進口商品加徵基礎10%的全面關稅,該關稅將於美國東部時間4月5日生效;同時將對部分國家與地區徵收更高的“對等關稅”,該關稅將於美國東部時間4月9日生效;對於加拿大和墨西哥,符合《美墨加貿易協定》的商品將繼續獲得豁免。

公司主營功能中間合金新材料、再生鑄造鋁合金材料和鋁合金車輪產品三大業務,其中再生鑄造鋁合金材料、功能中間合金新材料產品因沒有或有極少的美國出口業務,不受本次美國關稅調整的影響;部分鋁合金車輪產品出口至美國,公司密切關注相關政策變化,結合全球化產業佈局,積極通過供應鏈調整以及客戶協商等方式主動應對,此次美國關稅調整對公司的生產經營不會產生較大的影響。具體分析如下:

1、中國出口至美國:公司由中國工廠生產出口至美國的鋁合金車輪產品較少,且爲DDU貿易方式,公司不承擔關稅,因此對公司暫無影響。

2、泰國出口至美國:公司由泰國工廠生產出口至美國的大部分鋁合金車輪產品爲FCA貿易方式,即客戶從工廠提貨即完成交付,關稅由客戶承擔,對公司暫無影響;少部分鋁合金車輪產品因貿易方式由公司承擔關稅,鑑於近期的國際貿易政策變化,公司已積極制定供應鏈調整策略,並與客戶持續溝通,該部分業務對公司的直接影響有限。

3、墨西哥出口至美國:公司由墨西哥工廠生產出口至美國的鋁合金車輪產品,因符合《美墨加貿易協定》(USMCA)可豁免本次關稅調整,因此對公司暫無影響。同時公司將根據政策變化,靈活調整客戶結構及供應鏈策略,積極應對美國關稅調整對公司的影響。

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