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萬孚生物(300482.SZ):美國業務在公司業務里面佔比大概10%左右
格隆匯 04-11 16:44

格隆匯4月11日丨萬孚生物(300482.SZ)於近期投資者關係活動表示,關稅的問題公司是非常重視的,公司做了一些應對策略方面的推演,並跟客戶做了交流。美國業務在公司業務里面佔比大概10%左右,整體對大盤的影響不大。多年前公司在美國聖地亞哥佈局了本地化工廠,已具備量產的能力,另外公司已經在美國提前做了備貨備料,因此短期內供應不會受到關稅影響。另外中國的反制措施,也給國內廠家帶來了巨大的進口替代機會,例如血氣、化學發光、分子診斷,公司也會努力把握住這個機遇。

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