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橫店東磁(002056.SZ):海外光伏產能亦佈局在現階段可豁免201關稅且不受“雙反”影響的印尼
格隆匯 04-17 15:05

格隆匯4月17日丨橫店東磁(002056.SZ)在投資者互動平臺表示,受美國關稅政策的影響,全球股市短期均被重挫。對於東磁而言,以24年數據爲例公司直接出口美國金額佔收入比重較少,影響相對有限。另外,公司海外光伏產能亦佈局在現階段可豁免201關稅且不受“雙反”影響的印尼,其對等關稅稅率相對於其他東南亞國家也較低且處於暫緩期,綜上使得公司印尼工廠仍具有相對競爭優勢。同時,公司將通過與下遊客戶協商價格調整機制、提升技術壁壘和成本優勢、多元化市場佈局等舉措,來減少對運營的影響。公司今年4月有在繼續推進股份回購。

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