金達威(002626.SZ):本次美國加徵關稅,對公司的生產經營不會產生較大的影響
格隆匯4月10日丨金達威(002626.SZ)公佈,2025 年 4 月 2 日,美國總統特朗普宣佈"對等關稅"相關政策並簽署總統行政令,對原產於中國的產品加徵 34%關稅,以及自 2025 年 4 月 9 日起加徵 50%更高的"對等關稅"。廈門金達威集團股份有限公司(以下簡稱"公司")持續密切關注政策動態,結合公司實際業務情況,經初步評估,本次美國加徵關稅,對公司的生產經營不會產生較大的影響,具體分析如下:
公司出口美國主要產品爲保健品原料輔酶 Q10。2024 年度,公司輔酶 Q10出口到美國市場金額 3.26 億元,佔公司主營業務收入 10.06%。輔酶 Q10 屬於 2025年 4 月 2 日加徵 34%關稅措施中的豁免清單範圍,也屬於 2025 年 4 月 9 日加徵50%關稅措施中的豁免清單範圍,暫不適用上述加徵措施,目前公司出口至美國市場的輔酶 Q10 適用的關稅總稅率爲 20%。
全球 95%以上的輔酶 Q10 原料由中國生產提供,而美國又是全球最大的輔酶 Q10 消費市場,約佔全球市場需求量的 50%。作爲全球最大的輔酶 Q10 原料生產供應商,公司爲確保產品品質和服務質量,已通過提高美國市場輔酶 Q10原料產品的銷售價格抵消徵收 20%關稅帶來的影響。
此外,2024 年度公司維生素 A、維生素 D3 及維生素 K2 出口美國金額爲 0.39億元,佔主營業務收入 1.2%。維生素 A、維生素 D3 和維生素 K2 也屬於 4 月 2日和 4 月 9 日兩輪關稅加徵的豁免範圍,實際適用關稅稅率爲 20%。
公司會密切關注相關進展,並與客戶保持密切溝通,通過提高經營效率、提升產品競爭力等舉措,保障公司的穩健經營與可持續發展。
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