維力醫療(603309.SH):近年來出口美國的業務佔公司整體業務收入15%左右
格隆匯4月7日丨維力醫療(603309.SH)在互動平臺表示,公司一直以來堅持內外銷均衡發展,近年來出口美國的業務佔公司整體業務收入15%左右。 公司出口美國的產品以客戶定製化產品爲主,美國區域客戶基本爲長期合作客戶,均有較長的合作時間和歷史。由於我司產品屬於醫療器械類產品,合作過程需要經歷產品FDA認證,產品驗證,客戶工廠審覈等一系列認證才能開展業務合作,所以該項業務一直相對穩健,業務量穩中有升。而行業競爭對手大部分來自於國內或東南亞區域且規模較小,此次美國增加“對等關稅”覆蓋了大部分競爭對手所處的區域,所以訂單流失的風險相對較小。同時出口到美國的關稅是由客戶端承擔,關稅的增加大概率會通過終端售價提升的方式進行對衝,公司也會密切關注客戶的需求和價格波動變化。預計此次美國對中國增加“對等關稅”對公司業務收入端及利潤端均不會造成重大影響。 近年來,隨着中美地緣政治風險不斷加劇,公司加大了對歐洲市場以及南美和東南亞等新興市場的業務拓展,並積極部署海外本土化生產和銷售,公司在2024年已經開始籌建墨西哥海外生產基地,預計2026年初可投入使用。
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