江豐電子(300666.SZ):本次美國加徵關稅對公司經營產生的影響較小
格隆匯4月9日丨江豐電子(300666.SZ)公佈,近日,美國政府宣佈實施“對等關稅”政策,對全球貿易夥伴加徵關稅,引發市場高度關注。寧波江豐電子材料股份有限公司持續密切關注國際貿易環境變化,結合公司實際業務情況,經評估,本次美國加徵關稅對公司經營產生的影響較小。
公司採購的主要原材料爲各種高純度的金屬材料,公司作爲國內電子材料領域的龍頭企業,通過多年佈局已實現原材料採購的國內化、產業鏈的本土化,構建了安全穩定的供應鏈體系。因此,本次關稅政策對公司現有採購業務的影響較小。
公司的主要產品高純金屬濺射靶材及半導體零部件具有定製化程度高、技術含量高、客戶穩定性強等特點,公司的客戶資源較爲廣泛。2024年公司出口美國的產品收入佔公司總營業收入的比例約爲1.19%,佔比較低。因此,本次關稅政策對公司整體經營影響較小。
目前,公司訂單充足,經營正常,各項業務穩步推進,未受到顯著影響。
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