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富創精密(688409.SH):本次美國加徵關稅對公司整體運營的影響有限
格隆匯 04-09 16:14

格隆匯4月9日丨富創精密(688409.SH)公佈,公司目前主要出口地爲美國、新加坡、馬來西亞、日本、中國臺灣等,2024年,公司產品直接出口至美國的業務佔比約爲主營業務收入的11%。

基於與國際主要客戶簽署的商務條款,關稅成本由客戶承擔,相關政策變化不會導致公司成本增加。根據現行規則,客戶從中國採購的部分商品可通過保稅或申請關稅豁免等方式實現成本優化,相關政策變化亦未對客戶造成重大影響。截至目前,雙方合作關係穩固,國際客戶將質量管控、準時交付、供應鏈抗擾動能力、成本作爲核心決策因素。公司依託先進技術和產能保障能力持續獲得市場訂單。歷史數據顯示,自2018中美貿易摩擦發生後至今,公司海外業務收入年複合增長率30%,年均增長率60%,客戶黏性持續增強。

綜上分析,本次美國加徵關稅對公司整體運營的影響有限,不會對公司未來生產經營及財務狀況、持續盈利能力產生重大不利影響。公司將積極跟蹤國際、國內政策動態走向,與客戶、供應商開展積極主動的溝通,對政策可能發生的變化進行積極響應。同時,公司堅持大客戶戰略及海外市場佈局,專注研發創新,靈活應對國際環境、政策變化帶來的風險,保證公司在全球市場的持續競爭力。

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