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蜀道裝備(300540.SZ):本輪美國加徵關稅政策不會對公司海外銷售及整體經營業績造成影響
格隆匯 04-10 20:17

格隆匯4月10日丨蜀道裝備(300540.SZ)公佈,公司主營業務涵蓋天然氣液化與空分工藝包的設計與提供,LNG液化設備、液體空分設備、低溫液體儲運設備的研發、生產及銷售,同時涉及交通裝備製造、氣體及清潔能源運營等領域。

市場拓展方面,公司海外業務主要聚焦於東南亞、中非等“一帶一路”沿線地區,公司產品銷售未涉足美國市場,也未通過第三方貿易商向美國出口產品,且目前整體出口業務佔整體營收比重較低,因此本輪美國加徵關稅政策不會對公司海外銷售及整體經營業績造成影響。

供應鏈管理方面,公司原材料採購主要來自於國內,並且近年來公司已前瞻性地推進供應鏈多元化戰略,通過技術合作及國產化替代等方式,建立了穩定的國內供應商體系,國產替代設備在性能、質量及交付週期上均已達到生產要求,能夠充分保障供應鏈安全與生產穩定性,因此本輪美國加徵關稅不會對公司原材料、設備或零部件的採購及生產造成影響。

公司當前生產經營活動有序開展,訂單交付、技術研發及客戶服務均按計劃推進,本輪美國加徵關稅未對公司正常運營造成實質性衝擊影響。未來,公司將持續保持戰略定力,堅持創新驅動發展,加大研發創新,不斷提升核心技術自主可控能力,以更加積極的姿態應對國際經貿環境變化。

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