木林森(002745.SZ):截止到2024年前三季度,美國市場銷售收入佔公司總收入爲12%左右
格隆匯4月10日丨木林森(002745.SZ)於投資者互動平臺表示,截止到2024年前三季度,美國市場銷售收入佔公司總收入爲12%左右,子公司朗德萬斯作爲品牌商可以通過調整採購及銷售的方式向上下遊傳導美國關稅政策的影響。爲了維護公司和供應鏈的整體利益,公司已經向特定區域客戶做了價格調整的通知。與此同時,爲了對衝可能的貿易風險和穩定部分歐美市場的供應鏈,自2023年起,公司已經逐步在墨西哥佈局廠房和產線。目前從墨西哥出口的產品符合美墨加協議相關規定,可免予徵收“對等關稅”。總體而言,公司有信心通過多種舉措,將美國新的關稅政策對公司業務的影響降到最低。
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