精進電動(688280.SH):本次美國加徵關稅對公司整體運營的影響有限
格隆匯4月9日丨精進電動(688280.SH)在投資者互動平臺表示,近日,美國政府宣佈了“對等關稅”相關政策並簽署總統行政令,對貿易夥伴加徵10%的關稅,並對某些貿易夥伴徵收更高關稅,引發市場高度關注。經初步評估,本次美國關稅調整對公司的生產經營不會產生較大的影響。首先,對訂單影響較小。公司設立早期就開始全面佈局國際業務,包括美國市場,公司在美國有具研發、採購、生產、銷售等綜合能力的全資子公司,即精進北美。公司在美國的業務主要通過精進北美開展。另外,整車變更汽車驅動類零部件產品比較困難或週期很長。目前公司還沒有看到訂單影響。第二,對成本影響可控。精進北美的部分原材料來源爲中國和其他非美國本土供應商。近日,公司北美的主要客戶已經召開包括公司在內的供應商會議,該客戶宣佈將爲其供應商補償“對等關稅”政策而引起的附加關稅負擔。該客戶正在梳理內部流程落實細節,將爭取儘快開始相關補償操作。綜上分析,本次美國加徵關稅對公司整體運營的影響有限。 因美國加徵關稅的相關政策變化很大及各國應對措施尚不明朗,該事件對供應鏈成本的直接衝擊,以及終端產品漲價對需求訂單的影響,目前仍存在一定的不確定性,公司將密切關注相關政策進展,並根據政策變化,靈活調整生產佈局和供應鏈佈局,積極應對美國關稅調整對公司的長期影響。
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