雷賽智能(002979.SZ):目前直接向美國出口銷售的業務在公司總營收中所佔比例低於0.6%,因此直接受到的關稅影響極小
格隆匯4月10日丨雷賽智能(002979.SZ)在互動平臺表示,公司產品類型豐富多樣,下遊需求所涉及的地區和行業分佈廣泛。截至 2024 年 9 月 30 日,公司產品直接外銷的佔比約爲3.9%,其中絕大多數是供應越南、印度、歐洲等非美國地區的需求。目前,公司直接向美國出口銷售的業務在公司總營收中所佔比例低於0.6%,因此直接受到的關稅影響極小。 公司作爲工業自動化零部件供應商,下遊客戶大多爲整機制造企業,這些企業的直接生產製造產能佈局主要集中在中國大陸等製造業發達地區,國產化水平相對較高。供應鏈層面,公司將持續深化與戰略供應商的合作,堅持關鍵原材料的國產化,通過 “一主兩輔策略” 強化採購管控和戰略性採購工作。同時,結合公司在行業內積累的豐富經驗,我們會根據實際情況適當自主儲備未來一段時間內所需的原材料,以此保障原材料的穩定供應,防範因國際形勢變化而可能導致的原材料供應中斷及價格波動風險。研發技術層面,公司在加強技術專利的佈局與管理方面,積極申請國內外專利,構建起堅實可靠的技術壁壘,不存在被美國 “卡脖子” 的情況。目前公司經營情況正常,公司將持續跟蹤關注國際政治與貿易格局變化,並動態積極應對,儘可能降低外部環境變動的可能風險,努力推動公司業務持續穩定發展。
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