歐晶科技(001269.SZ):目前公司生產經營情況一切正常,無重大影響
格隆匯4月10日丨歐晶科技(001269.SZ)在互動平臺表示,目前公司生產經營情況一切正常,無重大影響。2025年4月9日中國對美國全部商品加徵84%關稅,境外高純石英砂的價格後續預計可能存在一定概率上漲,預計不會帶來顯著負面影響,一是公司擁有穩定的國內及非美國境外優質高純度石英砂採購渠道;二是公司目前有安全儲備的石英砂原材料,滿足生產需求,且可能受益於石英砂因本次關稅可能導致的漲價影響;三是公司的產品定價可有效傳導成本變化。同時,本次關稅影響將可能導致強化供應鏈壁壘,頭部石英坩堝廠商將擁有一定程度的比較優勢,石英砂的漲幅亦會推升坩堝單價,對行業頭部企業未必存在單方面的負面影響。公司會持續關注上述事項的後續影響,並與合作夥伴一同解決可能帶來的生產經營壓力。
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