寶豐能源(600989.SH):中美貿易加徵關税後,對本公司業績沒有直接影響
格隆匯4月14日丨寶豐能源(600989.SH)在互動平台表示,(一)從產品銷售端看,本公司主要產品是聚乙烯、聚丙烯、EVA和焦炭,產品主要以國內銷售為主。2024年度,國內銷售收入佔全部銷售收入的99.97%,出口銷售收入佔全部銷售收入的0.03%,且主要出口去向為東南亞、非洲和南美洲的國家。(二)從原料採購端看,公司主要原料為煤炭,原料煤採購全部來自國內西北地區。從我國煤炭供應結構看,2024年國內煤炭產量佔總供應量的90%,進口煤炭量佔總供應量的10%,且煤炭進口主要來自印度尼西亞、澳大利亞、俄羅斯、蒙古等國。(三)從設備採購端看,項目建設採購的設備基本實現國產化,公司近期投產的內蒙古300萬噸/年烯烴項目設備國產化率約97%。因此,中美貿易加徵關税後,對本公司業績沒有直接影響。
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