麥格米特(002851.SZ):目前直接向美國出口銷售的業務佔公司總營收比例很小,直接影響有限
格隆匯4月8日丨麥格米特(002851.SZ)在投資者互動平台表示,公司目前直接向美國出口銷售的業務佔公司總營收比例很小,直接影響有限,且其中大多數為可豁免關税的醫療電源產品。公司當前的海外業務佈局是面向全世界各地區的(如印度、日韓、歐洲等地),公司後續也將與客户持續溝通產品接收地等具體問題,以規避直接關税影響。另外,根據目前信息來看,美國政府本次對亞洲地區普徵關税,加税過後泰國對比中國大陸地區仍存在較大的税率優惠差,所以公司啟用泰國工廠產能可很大程度上規避對美關税問題。再者,全球電力電子製造業目前均集中在中國及東南亞地區,這些地區均在本次美國政府普徵關税的範圍內,所以本次美國加税可能帶來的影響是整個電力電子行業均要面對的,且影響是同程度的,並不影響公司目前在行業內的競爭格局。目前,公司泰國有關業務發展較快,長期看泰國自建廠房一期的產能不足以滿足公司對未來的規劃,所以公司本次定增的核心項目之一即是加建泰國產能,進一步深化全球製造體系,保障全球市場的持續拓展,並有效降低國際貿易摩擦和關税壁壘等外部風險。公司後續將持續密切關注國際貿易局勢發展動態,並與產業鏈上下游保持積極溝通,確保公司穩健經營,各項業務順利推進。
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