廣康生化(300804.SZ):對美國客户的直接銷售額佔總收入的比例較低
格隆匯4月8日丨廣康生化(300804.SZ)公佈,近日,美國政府發佈關於所謂“對等關税”的行政令,宣佈美國對貿易伙伴加徵10%的“最低基準關税”,並對某些貿易伙伴徵收更高關税,引發市場高度關注。
公司在全球市場佈局中對單一國家或地區的依賴度較低,對美國客户的直接銷售額佔總收入的比例較低。公司在產品選擇上一直實行“差異化、小眾化”的競爭策略,主要產品可替代性弱,且由於國際市場對中國原藥的依賴性強,本次美國關税調整對公司生產經營不會產生重大不利影響。
公司將密切關注相關政策變化,與客户保持緊密溝通,通過協商定價機制等舉措,共同分擔潛在成本壓力。同時,公司將擴大內銷以及開拓新興市場,提升公司在全球化佈局中的抗風險能力。
截至公吿披露日,公司克菌丹與滅菌丹產品在手訂單總量達3,630噸,訂單金額約為9,290.67萬元。目前,公司正積極推進克菌丹與滅菌丹的擴產改造,預計將增強公司在市場中的影響力,對公司未來業績將產生積極影響。
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