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光弘科技(300735.SZ):本輪美國加徵關稅對公司的整體運營暫無影響
格隆匯 04-09 17:21

格隆匯4月9日丨光弘科技(300735.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,惠州光弘科技股份有限公司作爲一家長期着力於全球領先、全球化佈局的電子製造服務企業,持續密切關注全球貿易政策動態。

公司的業務經營模式爲EMS(Electronic Manufacturing Services)。在EMS模式下,公司以客戶需求爲導向,爲其提供定製化的電子產品製造服務。

1、公司國內工廠生產的產品主要提供給國內的客戶,由客戶實現終端銷售。因此,美國的關稅政策對國內工廠無影響。

2、公司印度和孟加拉工廠生產的產品均提供給當地客戶,產品由客戶在當地實現終端銷售。因此,美國的關稅政策對印度、孟加拉工廠無影響。

3、公司越南工廠生產的產品部分銷往美國,但越南工廠採取EXW(工廠交貨)貿易方式,公司不承擔關稅。由於產品有較高的技術門檻,生產線一旦形成並不容易轉移,目前客戶沒有轉移訂單的打算。目前越南工廠生產量維持飽滿的狀態。因此,美國的關稅政策對越南工廠暫無影響。

目前公司經營秩序正常,各項業務有序推進。鑑於此,本輪美國加徵關稅對公司的整體運營暫無影響。

綜上分析,本次美國加徵關稅對公司整體運營暫無影響。此外,公司預計將於本年度完成對總部位於法國的EMS企業AC公司的收購。本次收購完成後,公司將會在美洲(墨西哥)、歐洲(法國)以及非洲(突尼斯)新增製造基地,全球化產業佈局進一步完善,可以更靈活調整供應鏈策略以應對關稅的影響。公司將積極與下遊客戶討論關稅政策的應對,跟蹤國際、國內政策動態走向,與供應商、客戶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,敬請廣大投資者注意投資風險。

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