西山科技(688576.SH):美國加徵關税事件對公司影響較小
格隆匯4月10日丨西山科技(688576.SH)在投資者互動平台表示,經公司整體判斷,美國加徵關税事件對公司影響較小,客觀上還創造了一些機會。具體原因如下: 一方面公司當前的業務重心主要在國內市場,外銷收入佔比較小且主要集中在東南亞、拉丁美洲以及“一帶一路”沿線國家及地區,近幾年未對美國開展出口業務。 另一方面,公司目前主要客户供應鏈本土化程度較高,主要材料市場供應充足且價格透明,公司也已與多家供應商建立了穩定、良好的合作關係,能夠保證材料的穩定供應;為應對複雜多變的外部環境,公司多年前就已對標全球第一梯隊品牌進行了技術佈局,目前已建立醫用微電機及傳動技術、刀具設計製造技術、識別與控制技術、乳腺活檢技術等技術板塊,覆蓋了公司產品設計和生產的關鍵節點,在諸多關鍵領域基本完成國產替代,核心零部件實現自研自產。 此外,公司所處的手術動力裝置領域目前進口替代正在穩步推進中,主要競爭對手如美敦力、史賽克、丹納赫、碧迪等均為美國品牌,公司將持續跟蹤關税相關政策,審慎評估相關風險及潛在的機遇,並與代理商及終端客户保持密切溝通,通過制定靈活的市場策略,強化技術儲備和研發創新,以提升核心競爭力及產品市場佔有率。
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