三花智控(002050.SZ):中國生產直接出口到美國業務佔比不到5%
格隆匯4月16日丨三花智控(002050.SZ)於近期投資者關係活動表示,公司堅定不移走全球化發展路線,已在波蘭、墨西哥、泰國、越南等地均建立了海外生產基地,美國也有生產工廠,全球化生產佈局已形成,有助於公司更好應對加徵關稅帶來的風險。2024年公司出口美國業務佔比不到20%,中國生產直接出口到美國業務佔比不到5%。且出口美國的很大一部分訂單採用FOB模式,由客戶承擔關稅及運費。公司將通過靈活調整海外基地產能、與客戶協商分擔關稅成本、提升國內銷售佔比等多種策略進行應對,確保公司業務的穩定發展。
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