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環旭電子(601231.SH):公司合併報表口徑2025年度直接出口至美國產品的銷售收入佔比約9%
格隆匯 04-09 15:03

格隆匯4月9日丨環旭電子(601231.SH)在互動平臺表示,就公司當前的統計,公司合併報表口徑2025年度直接出口至美國產品的銷售收入佔比約9%,其中從墨西哥、中國大陸、臺灣地區以及越南廠向美國直接出口的比例約爲4.3%、1.7%、0.9%和2.1%。因此,美國近期加徵關稅對公司出口美國產品的影響相對有限。 因本次美國加徵關稅的相關政策及各國應對措施尚不明朗,該事件對供應鏈成本的直接衝擊,以及終端產品漲價對需求訂單的影響,目前仍無法客觀預估。 公司將積極與客戶溝通,盤查供應鏈情況,管控存貨風險,就關稅原因造成的物料採購價格變動及產品到岸價格變動,依據與客戶的合同約定及時調整。

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