勝宏科技(300476.SZ):2025年一季度,公司從中國大陸直接出口美國佔比不到總營收1%,直接影響有限
格隆匯4月9日丨勝宏科技(300476.SZ)在投資者互動平臺表示,對於外銷的產品,公司承擔產品的出口關稅,進口關稅由進口商(客戶)承擔。2025年一季度,公司從中國大陸直接出口美國佔比不到總營收1%,直接影響有限。目前公司各項業務正常推進,在手訂單飽滿,未受到影響。公司越南工廠日前完成了奠基儀式,目前尚在建設籌備階段,公司將持續關注整個行業可能面臨的調整及國際貿易形勢接下來的走向。 此外,中高端PCB的定製化屬性強、客戶粘性強,加工工序多達上百道,對資本投入、研發、工藝技術都有很高的要求,行業護城河極高。其產能集中分佈在中國、日本、東南亞地區的格局不容易改變。
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