You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
安利股份(300218.SZ):關稅風險整體可控

格隆匯4月22日丨安利股份(300218.SZ)公佈,近日,美國對全球貿易實施關稅加徵政策,貿易規則和貿易秩序發生變化,引發市場高度關注。安徽安利材料科技股份有限公司密切關注政策動態,及時評估政策變化對公司的影響。

公司主營業務爲生態功能性聚氨酯合成革和複合材料的研發、生產和銷售。公司對美銷售業務主要有三種情形,一是公司產品直接出口至美國;二是國內外貿易商採購公司產品後,經由其渠道出口至美國;三是美國和非美國品牌客戶採購公司產品,在中國及其他國家生產加工後,再出口至美國。

其中,2024年,公司直接出口美國的產品銷售額佔公司營收比重約2.55%,佔比較低,該部分產品差異化強,技術含量高,短期內美國客戶難以在國際市場找到替代品。此外,公司直接出口至美國的業務主要採取FOB的貿易模式(即“裝運港船上交貨”),此種貿易模式下,由客戶承擔貨物裝運上船後的運費並自行清關支付關稅。公司原材料採購以國內爲主、進口爲輔。

2024年,公司無直接從美國進口原材料的業務;僅少量原材料通過中間商間接從美國進口,佔公司原材料總採購額的比重不足1.5%,影響很小。

公司通過技術合作及國產化替代等方式,建立了穩定的國內供應鏈體系,國產原材料在性能、質量及交付週期等關鍵維度上,能夠有效替代美國進口原材料,滿足公司訂單生產需求,能夠充分保障供應鏈安全與生產穩定性,關稅風險整體可控。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account