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芯動聯科(688582.SH):目前中美關稅升級對公司沒有直接重大影響
格隆匯 04-08 15:13

格隆匯4月8日丨芯動聯科(688582.SH)在投資者互動平臺表示,目前中美關稅升級對公司沒有直接重大影響,公司下遊客戶主要以國內模組廠爲主,經公司瞭解,下遊終端客戶也不涉及美國市場,因此對銷售方面沒有重大直接影響,同時公司上遊供應鏈目前也以國內供應商及非美國供應商爲主,少量涉及美國部分也有國產替代方案,對公司供應鏈也沒有重大影響。公司業務運營正常,發展前景向好。 公司客戶以國內模組客戶爲主,不受關稅政策的直接影響,同時霍尼韋爾等國外芯片供應商如果相關產品原產於美國,那麼進口到國內的時候價格提升,市場競爭力會下降,從一定程度上有利於公司產品的推廣,對公司業務反而有利。

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