生益科技(600183.SH):直接出口美國佔公司主營業務收入比例不到2%
格隆匯4月9日丨生益科技(600183.SH)在互動平台表示,公司主營設計、生產和銷售覆銅板和粘結片、印製線路板,2024年實現營業收入203.88億元,同比增長23%,實現歸屬於上市公司股東的扣除非經常性損益的淨利潤16.75億元,同比增長53%。公司海外業務收入佔比約16%,直接出口美國佔公司主營業務收入比例不到2%,初步預計公司對美國營業收入和利潤影響均不大。公司以全方位市場及全系列產品的戰略佈局,提供應用於各個領域的產品,客户結構多元,整體分散度高。公司長期和各個行業的頭部客户保持良好的深度合作。公司對單一市場的依賴度較低,產品、市場及客户結構具備較強的抗風險能力。目前公司各項業務正常開展,訂單飽滿,我們將密切關注政策,積極採取相關措施應對。
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