You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
金祿電子(301282.SZ):本次美國加徵關稅對公司經營的直接影響較小
格隆匯 04-09 20:55

格隆匯4月9日丨金祿電子(301282.SZ)在互動平臺表示,印製電路板(PCB)下遊應用領域廣泛,公司產品主要應用於汽車電子及通信電子等領域。近年來,隨着國內新能源汽車產業蓬勃發展、通信行業技術迭代等影響,公司加大國內市場拓展力度、積極優化客戶和訂單結構,境內銷售收入佔主營業務收入的比重已由2021年度的57.25%提升至2024年度的65.30%。2024年度的外銷佔比已降至34.70%,其中直接出口美國及通過貿易商間接出口美國的產品收入佔比不超過5%。PCB作爲電子元件之一,佔應用終端產品的BOM成本比例較低,在此前美國加徵關稅時均由美國客戶在其進口環節承擔相應關稅。綜上所述,本次美國加徵關稅對公司經營的直接影響較小,公司預計2025年度的營業收入和淨利潤不會因爲本次美國加徵關稅出現重大波動。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account