崇達技術(002815.SZ):公司目前直接出口美國的收入佔比在10%左右
格隆匯4月9日丨崇達技術(002815.SZ)於投資者互動平台表示,公司目前直接出口美國的收入佔比在10%左右,整體對美國市場的依賴度不高,目前對公司整體經營影響較小。公司已採取多項措施應對潛在風險,包括:
1、市場佈局優化:分散出口風險方面,加大歐洲、東南亞等非美市場開拓力度,降低對單一市場的依賴;提升內銷佔比,增強國內市場支撐力。區域化供應鏈佈局方面,佈局泰國生產基地建設,規避關税直接衝擊。
2、技術升級與產品迭代:高附加值產品開發方面,聚焦高端PCB(如HDI、FPC)研發,提升產品技術壁壘,減少價格敏感度。智能製造降本增效方面,繼續提升生產線自動化和智能化水平,降低人工成本,提升生產效率。支持控股子公司普諾威IC載板的技術升級和投資擴產建設。
3、客户合作深化:根據客户承擔關税成本的能力,在價格、交貨期等方面做出相應調整,如給予承擔關税的客户一定優惠或支持;對於無法承擔關税成本的客户,通過優化內部生產流程、降低成本來消化部分壓力,或共同開發新產品、新方案以提高產品附加值,維持合作關係。
4、加強供應鏈風險管理:加強對原材料市場的監測和分析,及時掌握價格、供應情況等信息,提前做好應對準備。優化庫存管理策略,適當增加安全庫存,降低供應鏈風險。
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