森麒麟(002984.SZ):2025年將大規模投產放量的摩洛哥工廠在關稅方面出口美國市場較其他國家和地區有突出的比較優勢
格隆匯4月9日丨森麒麟(002984.SZ)在互動平臺表示,汽車輪胎產品爲美國市場剛性消費產品,大部分依賴進口,美國市場是公司主要海外銷售市場之一。公司2025年將大規模投產放量的摩洛哥工廠在關稅方面出口美國市場較其他國家和地區有突出的比較優勢,更靠近歐美等高端輪胎市場,FOB模式下運輸距離更短,客戶庫存管理更具優勢。目前關稅政策後續如何衍化尚待進一步觀察,公司正密切關注相關動向,並與客戶保持密切溝通中,目前客戶訂單需求穩健,產品正常出貨中,生產經營穩健。森麒麟的中國、泰國、摩洛哥全球產能“黃金三角”佈局將持續爲公司參與全球化競爭提供堅強的後盾,具有極強的靈活性和能動性,關稅加徵等貿易保護主義的應對於公司而言並非首次,森麒麟將持續通過多年累積的豐富應對經驗,充分發揮公司全球化智能工廠佈局、精細化的經營管理、優秀的成本控制能力、持續加大國際一線車企高端配套,多措並舉提升品牌價值,努力向國際一線品牌價值不斷靠近,在未來通過品牌價值的提升持續提高產品售價,創造更高的經營價值。
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