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恆輝安防(300952.SZ):功能性安全防護手套產品業務以出口爲主,美國出口佔比約爲35%
格隆匯 04-09 15:07

格隆匯4月9日丨恆輝安防(300952.SZ)在投資者互動平臺表示,公司功能性安全防護手套產品業務以出口爲主,美國出口佔比約爲35% 。但隨着公司營收規模穩步擴張,以及出口市場多元化戰略的持續推進,公司對美國出口佔比整體呈下降趨勢。 在關稅影響層面,公司安防手套產品出口主要採用 FOB 定價模式,並以美元結算。在FOB模式下,海運費與關稅主要由客戶承擔,因此關稅上漲目前對公司的直接財務影響較小。不過,受加徵關稅影響,美國客戶向中國採購成本增加,公司不可避免地會面臨客戶轉嫁成本的壓力。若選擇降價應對,公司產品在美國地區的銷售利潤空間會被壓縮;若加徵關稅全部由客戶承擔,會削弱公司產品在美國市場的價格競爭力,進而可能對公司在美國地區的市場份額造成一定程度的負面影響。具體影響規模,尚需依據後續公司與客戶的協商情況來判斷。 爲有效應對關稅政策的不確定性,公司積極作爲,持續加大對歐盟、南美、非洲、澳洲等新興市場的開拓投入。憑藉前瞻性戰略佈局以及高效的執行能力,公司在這些新興市場已經展現出強勁的發展活力,呈現出高速成長的良好態勢。另一方面,公司進一步加大國內市場的推廣力度,以“高品質、快交付、低成本”優勢,快速滲透國內市場,實現國內外市場的雙輪驅動。

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