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美迪凱(688079.SH):本次加徵關稅對公司可能會產生的影響有限且可控
格隆匯 04-09 15:02

格隆匯4月9日丨美迪凱(688079.SH)在投資者互動平臺表示,公司持續優化業務結構、拓展產品矩陣,並重點發展半導體行業的進口替代業務。目前,公司主營業務涵蓋半導體聲光學、半導體微納電路(MEMS器件)、半導體封測、AR/MR組件、精密光學、微納光學及智能終端設備的研發、製造與銷售。公司持續密切關注全球貿易政策,經公司初步評估,本次加徵關稅對公司可能會產生的影響有限且可控,具體如下: 一、本次加徵關稅對公司營收的影響 從營收結構來看,公司對美業務依賴度極低。隨着公司業務結構調整,公司境外營收佔比呈逐年下降趨勢:2022年爲73%,2023年降至66%,2024年進一步收縮至36%左右。其中,2024年公司出口美國的金額僅爲0.35萬美元。 二、本次加徵關稅對公司採購業務的影響 從採購業務來看,本次加徵關稅對公司採購業務的影響可控。 1、設備採購方面,公司採購的原產地爲美國的設備有限,相應設備爲一次性投入且可替代性較高。 2、原輔材料採購方面,公司採購的原產地爲美國的原輔材料金額較低,近三年來佔原輔材料總採購金額比例分別爲:2022年爲0.73%,2023年爲0.37%,2024年爲0.52%。 公司已在加速推進相應設備及原輔材料的替代評估工作,從而進一步提升公司在全球化佈局中的抗風險能力。 綜上分析,本次加徵關稅對公司整體運營的影響有限且可控。公司將繼續密切關注國際與國內相關政策動態,對政策可能發生的變化進行積極響應。

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