優博訊(300531.SZ):美國加關稅政策對公司的直接影響有限且可控
格隆匯4月7日丨優博訊(300531.SZ)在投資者互動平臺表示,公司海外營收主要來自歐洲、中東、亞太、南美洲等地區,近年來公司對美國出口的收入金額分別佔2023年總收入的0.04%,佔2024年度前三季度總收入的0.09%,總體來看,美國加關稅政策對公司的直接影響有限且可控。同時,從業務環節和流程來看,關稅基本由客戶報關和承擔,公司也在密切和客戶保持溝通,關注對終端市場銷售的影響。公司多年來一直積極佈局國產化供應鏈,並進行信創生態鏈兼容適配,着力強化對軟硬件產品所搭載芯片和操作系統的安可替代,努力打造“AIDC+信創”產業佈局,公司全線產品均已有關鍵元器件和操作系統的國產化解決方案。公司財務結構穩健,抗風險實力較強。公司會持續關注相關政策變化,關注外部不確定因素對公司造成的可能性影響並通過多種舉措積極應對,保障經營穩健性。
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