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中化裝備(600579.SH):部分從美國進口機械組件面臨價格上漲壓力,但該部分採購佔比較小
格隆匯 04-08 16:20

格隆匯4月8日丨中化裝備(600579.SH)在互動平臺表示,公司於2024年末完成德國克勞斯瑪菲集團出售項目後,海外營收比例已大幅下降,目前公司訂單以國內需求爲主。在成本端,因關稅增加,部分從美國進口機械組件面臨價格上漲壓力,但該部分採購佔比較小。公司將加大供應鏈本地化力度,通過尋源替代、集中採購等方式,努力優化成本水平。在需求端,部分潛在客戶對海外設廠持觀望態度,不確定性增加,投資決策放緩;同時,因關稅導致成本增加需通過漲價轉嫁部分成本,公司海外訂單拓展難度加大,將密切關注國內外市場多元化需求。

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