延江股份(300658.SZ):美國關稅政策對公司的影響是偏正面的
格隆匯4月23日丨延江股份(300658.SZ)在互動平臺表示,截止目前,公司在美國、埃及、印度分別設立了子公司並建立生產基地,滿足公司全球不同區域的客戶需求。正是由於公司在美國本土擁有工廠,且在全球其他國家擁有較完善的供應鏈佈局,總體來看,公司認爲儘管會存在不確定性,但美國關稅政策對公司的影響是偏正面的。 首先由於公司戰略客戶的北美衛生巾工廠設在加拿大,不會受美國關稅影響。 其次,公司可以利用美國子公司生產PE打孔膜和熱風無紡布的產能,滿足公司美國當地及北美市場客戶需求。此外,美國子公司將因爲關稅提高導致美國之外競爭對手進入美國成本變高而獲得更大的競爭優勢。 當前,美國的關稅政策還在反覆變化中,公司管理層將積極主動的面對此次關稅政策調整引起的供應鏈重構造成的市場波動,充分發揮已經建立的全球生產基地優勢,更好的服務公司客戶,創造出更好的業績回饋廣大投資者。
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