力鼎光電(605118.SH):目前對等關稅對公司影響有限
格隆匯4月9日丨力鼎光電(605118.SH)公佈,公司光學鏡頭產品主要出口至中國香港、中國臺灣、日本、韓國、歐盟、北美等國家和地區,2024年度公司產品出口至40多個國家,而公司向美國直接出口實現的收入比例僅約5%。公司與海外客戶主要採用FOB貿易模式,關稅由客戶自行承擔,關稅上漲對公司目前的影響較小。此外,公司對美直接出口的產品以機器視覺類產品爲主,客戶對此類鏡頭產品的精度要求更高,須滿足並不斷升級其深度定製的高清分辨率、無畸變、大景深、大光圈等多個參數匹配性需求,因此公司也與該類客戶保持着較好的粘性,客戶因關稅問題而取消合作的可能性較低。總體而言,目前對等關稅對公司影響有限。
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