容大感光(300576.SZ):本次美國對中國加徵關稅政策對公司的產品銷售業務影響有限
格隆匯4月11日丨容大感光(300576.SZ)在投資者互動平臺表示,①公司控股股東及管理層對公司未來發展前景始終充滿信心,股東減持是基於其自身的資金需求,且會按相關監管規則要求履行信息披露義務,希望投資者能夠理性看待股東的減持行爲。②我司的光刻膠產品包括PCB光刻膠、顯示用光刻膠、半導體光刻膠等,公司PCB光刻膠所需原材料已經國產化,顯示用及半導體光刻膠有部分原材料仍需要進口,若被加徵不合理關稅,公司將啓用替代方案保證供應鏈的安全。③根據公司2023年度報告相關數據,我司產品銷售仍以國內市場爲主,海外業務收入佔比不足1%。因此,本次美國對中國加徵關稅政策對公司的產品銷售業務影響有限。
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