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信隆健康(002105.SZ):目前美國加徵關稅對公司產品直接外銷的影響較小
格隆匯 04-09 17:01

格隆匯4月9日丨信隆健康(002105.SZ)在互動平臺表示,依據公司2024半年度報告,公司產品2024半年度外銷美洲的營收佔比爲13.25%,其中拉美營收佔比較大,直銷美國的營收佔比低於10%,因此,目前美國加徵關稅對公司產品直接外銷的影響較小。然而,對於公司自行車零部件產品銷售給下遊成車廠客戶組裝成整車後外銷美國的影響,由於各家客戶的情況不同,我們難以估算。公司所處行業的相關業者正持續觀察特朗普“對等關稅政策”後續可能的變化和影響,並積極謀劃因應對策,我們將與客戶保持密切聯繫,積極配合執行因應對策,避免風險,共謀發展。 近日有網絡信息(騰道2025年4月7日)顯示:“特朗普豁免上千種產品關稅(附詳細清單)”:當地時間4月3日,白宮官網發佈了一份長達22頁的關稅豁免清單,其中詳細列出了包括能源類產品、多種礦產、化工產品,以及鋼鐵、鋁和銅等金屬材料等近1000種商品。我們以關鍵字搜尋清單的結果,未見公司產品列名其中。特朗普重磅推出“對等關稅政策”,預計約有180多個國家將受到嚴重影響,各國政府紛紛提出對應的政策,或正持續觀察其變化,謀定對策及行動方案。

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