鬆霖科技(603992.SH):針對出口至美國的產品,公司主要採用FOB交易模式,運費及關稅由客戶直接承擔
格隆匯4月9日丨鬆霖科技(603992.SH)在投資者互動平臺表示,美國市場佔總收入20%左右。針對出口至美國的產品,公司主要採用FOB交易模式,運費及關稅由客戶直接承擔;此外公司已在越南設立海外生產基地,全球化產能佈局有效增強了公司應對關稅政策調整等潛在風險的能力;公司擁有國際知名品牌客戶羣體,與客戶深度合作,客戶粘性強,客戶主要分佈在歐美日中等區域,同時其他區域境外收入佔比在提升,公司對單一市場依賴低。產能佈局、客戶結構、市場區域分佈具有較強的抗風險能力。當前,本輪美國政府加徵的“對等關稅”政策對公司整體業務經營影響有限。公司將密切關注相關動向,並與客戶保持溝通,共同探索多元化應對策略來降低關稅帶來的潛在影響。
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