協創數據(300857.SZ):公司基本不受本次關稅政策調整影響
格隆匯4月9日丨協創數據(300857.SZ)公佈,2024年度公司直接出口至美國的業務佔整體營收比例約爲2%,公司出口至美國的業務主要採取FOB的貿易模式(即“裝運港船上交貨”),此種貿易模式下由客戶承擔貨物裝運上船後的運費並自行清關支付關稅。此外,公司目前出口至美國貨物亦通過公司的菲律賓工廠、美國工廠等海外工廠進行交付。未來也會持續通過美國工廠產能擴充以貫徹公司國際化戰略。因此從業務佔比、貿易模式及交付渠道等多方面綜合衡量,公司基本不受本次關稅政策調整影響。公司客戶覆蓋歐洲、亞太地區、拉丁美洲等全球主要市場,產品應用於智能家居、物聯網設備、消費電子等多個領域,對單一區域的依賴度較低。
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