唯捷創芯(688153.SH):銷售端未直接向美國市場出口
格隆匯4月14日丨唯捷創芯(688153.SH)在互動平臺表示,公司始終密切關注國際貿易政策變化,並動態評估其對行業及公司業務的潛在影響。就本次關稅政策目前已知信息,結合公司實際經營情況說明如下: 1、直接影響有限:公司目前以服務境內客戶爲主,銷售端未直接向美國市場出口,採購端今年原計劃從美國進口的原材料金額佔總採購金額的比例已經很低,且有其它成熟替代方案,對成本影響有限。 2、競爭格局機遇:射頻前端的高端產品,特別是發射端的L-PAMiD產品、5G車規級全套射頻前端產品國產化率仍然很低,目前還是以美商爲主。若美國原產地的相關產品因政策調整面臨較大價格壓力,國產化替代需求可能進一步釋放,公司作爲國內首家大規模量產L-PAMiD產品和5G車規級射頻產品的企業,將積極把握結構性機會,持續加大高端產品研發投入,提升核心產品性能與可靠性,強化對客戶多元化需求的支持能力,助力客戶進一步優化供應鏈。
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