凱萊英(002821.SZ):出口產品的到岸關稅均是由客戶方承擔
格隆匯4月10日丨凱萊英(002821.SZ)在互動平臺表示,根據供貨協議,公司出口產品的到岸關稅均是由客戶方承擔。公司所處的醫藥產業供應鏈高度專業化分工的格局是在長期的行業發展中逐漸形成的,且產業鏈體系已較爲成熟。跨國大製藥公司多採用全球多地佈局的經營模式,公司與美國製藥公司的合作,通常需要根據客戶全球供應鏈安排多地區交貨。從美國製藥公司跨國佈局的經營模式也可印證創新藥產業鏈全球專業化分工的趨勢。目前公司經營情況正常,公司正在按照年度經營計劃穩步推進中。同時我們注意到本次美國的關稅政策面對衆多貿易合作夥伴,而不僅是中國,是否由此產生影響我們也將持續觀察和評估。凱萊英深耕CDMO業務二十五年,始終對國際貿易相關政策保持持續關注,也保持積極與客戶溝通。
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