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依依股份(001206.SZ):美國對等關税事項預計不會對公司經營構成重大影響
格隆匯 04-08 17:43

格隆匯4月8日丨依依股份(001206.SZ)在投資者互動平台表示,公司作為國內卓越的衞生護理用品商之一,歷經二十餘年的行業深耕,在寵物衞生護理用品的生產、銷售方面積累了豐富的經驗,業務遍及全球近40個國家和地區,建立起了堅實的業務版圖,美國對等關税事項預計不會對公司經營構成重大影響。 從行業特性來看,寵物衞生護理用品在美國市場具有剛性需求屬性,美國寵物飼養率較高,寵物早已成為眾多家庭不可或缺的成員,消費者對於寵物衞生護理用品的購買頻次和依賴程度不會因短期關税波動而大幅改變,消費黏性顯著。 目前,全球寵物衞生護理用品的產能高度集中於中國,具備大規模、高品質供應能力的供應商屈指可數,公司與國際核心客户深度綁定。且公司出口美國的產品主要採用FOB模式,加徵關税主要由下游客户承擔。 同時本次加徵關税事項尚未落地執行,具體針對各國在寵物一次性衞生護理用品的關税徵收存在一定的不確定性。公司將密切關注全球貿易政策變化,積極與客户做好溝通,建立有效的成本傳導機制,全面佈局,探索多元的貿易合作模式,研究各種有效應對舉措,以保證公司健康穩定的發展。 同時公司也將加大力度開發新的國際市場和客户資源,例如歐洲的部分國家,以及寵物經濟正在興起的東南亞、南美等地區。其次,公司始終堅持國外加國內市場的雙驅動策略,實現國內外業務收入的持續提升,以提高抗風險能力。

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