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隆基綠能(601012.SH):從全行業看,公司美國產能因本輪“對等關稅”所增加的成本處於較低水平
格隆匯 04-07 18:10

格隆匯4月7日丨隆基綠能(601012.SH)在投資者互動平臺表示,近期,美國政府宣佈對美國全球貿易夥伴徵收“對等關稅”,其中對中國大陸加徵的關稅稅率爲34%。公司在美國市場銷售的主要產品爲電池和組件,中國大陸的電池、組件受制於較高的貿易壁壘,近年來很難直接出口到美國,主要通過海外產能進行銷售,其中公司電池銷售主要用於美國合資組件工廠的組件製造。 目前,公司以參股合資方式在美國建有5GW組件產能,已經全部正常投產。公司在美國的組件產能主要從美國以外地區進口原材料,從全行業看,公司美國產能因本輪“對等關稅”所增加的成本處於較低水平。公司將積極推進全球化戰略和本土化運營,提升市場競爭力。

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