盈趣科技(002925.SZ):關稅上漲對公司目前的影響較小
格隆匯4月8日丨盈趣科技(002925.SZ)公佈,近日,美國政府宣佈實施“對等關稅”政策,對全球貿易夥伴加徵關稅,廈門盈趣科技股份有限公司密切關注政策動態,及時評估政策變化對公司業務的影響。
公司直接出口美國的產品主要爲家用雕刻機、健康環境產品和部分智能部件產品等,前述產品收入佔比預計爲 20%-30%,且在本次“對等關稅”政策宣佈前,大部分產品均已在馬來西亞智造基地及匈牙利智造基地實現了生產交付。此外,公司與海外客戶主要採用FOB貿易模式,海運費和關稅由客戶承擔,因此關稅上漲對公司目前的影響較小。
公司主要客戶爲國際知名企業和科技型企業,產品定製化程度高,客戶粘性強,合作穩定,且分佈在模擬及辦公控制、車規、菸草及食品等多個不同的領域,能較好地緩解經營風險,具有較強的韌性。近幾年,公司持續優化產品結構、客戶結構和產業結構,目前已形成 UDM業務、汽車電子、健康環境業務、智能製造整體解決方案及智能家居等多板塊共同發展的格局,汽車電子及健康環境等板塊已有一定的規模,且呈現出良好的成長態勢,發展前景廣闊。公司對單一市場的依賴度較低,產品、市場及客戶結構具備較強的抗風險能力。
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