滬電股份(002463.SZ):公司產品主要出口至東南亞地區
格隆匯4月16日丨滬電股份(002463.SZ)於近期投資者關係活動表示,2024年公司直接出口至美國的營業收入佔比低於5%,公司產品主要出口至東南亞地區,按照過往的行業慣例公司出口產品並不承擔關稅。目前PCB行業的主要產地集中在亞洲地區,均在貿易爭端牽涉範圍內,公司主要競爭對手中僅TTM在美國本土有部分產能。在美國本土擴充PCB產能的難度極大,公司也沒觀測到有同行面向公司產品的主要應用領域在美國本土積極擴充產能的計劃。
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