道恩股份(002838.SZ):美國對等關税政策有利於公司TPV進口替代
格隆匯4月11日丨道恩股份(002838.SZ)在互動平台表示,公司密切關注美國對等關税政策。美國埃克森美孚將TPV業務出售給塞拉尼斯,目前塞拉尼斯僅在美國、英國設有TPV生產工廠,在中國沒有生產線。公司會做好TPV產品進口替代,持續提高TPV市場佔有率,公司TPV價格也會根據關税政策變化進行相應調整。美國對等關税政策有利於公司TPV進口替代。
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