蔚藍鋰芯(002245.SZ):關税對公司業務的直接影響很小
格隆匯4月8日丨蔚藍鋰芯(002245.SZ)在投資者互動平台表示,2024年公司直接銷往美國的電芯佔電池板塊營收比例約2%,金額約5000萬元人民幣。公司電池板塊整體出口金額約人民幣6億元,直接美國出口收入佔電池業務整體出口金額比例約8%。公司出口銷售基本都採用CIF或FOB方式,清關都是客户自行負責,關税對公司業務的直接影響很小,至於全面關税對全球國際貿易等造成的間接影響目前尚無法判斷。此次美國向全世界徵收的所謂對等關税並未造成公司主要同業之間產品競爭力差異。
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