鬆井股份(688157.SH):來自境外的營業收入爲2542.17萬元,僅佔公司營業收入總額的7.86%
格隆匯4月8日丨鬆井股份(688157.SH)在互動平臺表示,基於所在產業鏈特性,公司執行“終端指引、模廠落地”的營銷策略,即在終端客戶許可下,向模廠提供特定項目所涉及的塗料、油墨等產品和基於模廠具體工況定製的工藝技術服務,因此,公司和終端之間是間接供應關係,與模廠之間是直接供應關係,公司主要業務結算落地於模廠且主要在國內。以《2024年半年度報告》披露數據爲例,公司來自境外的營業收入爲2542.17萬元,僅佔公司營業收入總額的7.86%,故根據當前評估對等關稅或對公司營業收入的直接影響較爲有限。在國產替代機遇方面,根據《塗界》數據顯示,我國乘用車領域塗料市場外資品牌市佔率長期超80%,特別是在乘用車車身塗料市場外資品牌市佔率更是超過90%。基於供應鏈自主可控的戰略意義及成本優化考量,本次關稅政策變化或將有利於加速國內塗料企業的國產替代進程。經過十餘年的發展,公司憑藉卓越的研發實力及多年的研發積累已經躋身國產塗層材料行業前列,成長爲國產新型功能塗層材料領域的中堅力量,具備把握國產化替代戰略機遇的核心競爭力。
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