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東方鉭業(000962.SZ):本次美國加徵關税,對公司銷售業務的影響較小、可控
格隆匯 04-09 15:38

格隆匯4月9日丨東方鉭業(000962.SZ)在投資者互動平台表示,本次美國加徵關税,對公司銷售業務的影響較小、可控。公司近年來加大國內高温合金及半導體用鉭靶材及高純鈮材的科技攻關力度,全力推動生產線技術改造升級的擴能改造建設,合理組織生產,新增產能釋放。積極開拓市場空間,持續鞏固雙循環市場格局,特別是積極調整產業結構,增加高附加值產品的銷售份額,營業收入、經營利潤穩健增長,公司經營運行質量持續向好。公司國外銷售佔總體營收比例已經在逐年降低。2024年公司營業收入12.8億元,其中國內銷售8.23億元,佔營業收入64%;國外銷售4.57億元,佔營業收入36%。 美國加徵“對等關税”對公司目前出口業務影響較小,主要因為目前公司直接出口美國的產品數量較少,2024年公司直接出口美國市場的鉭粉、鉭絲銷售金額佔公司2024年營業收入比例在1%以內。鑑於此,本輪美國加徵關税對公司的整體銷售影響有限。 今後公司將積極跟蹤國際、國內政策動態走向,與供應商、客户開展積極主動的溝通,對政策可能發生的變化進行積極響應。同時,公司將持續加大國內市場開發,增加內銷收入佔比,構建國內市場與國外市場雙輪驅動、相互促進的市場格局,提升公司在全球化佈局中的抗風險能力。

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