今飛凱達(002863.SZ):本輪美國關稅調整對公司造成的影響較爲有限
格隆匯5月7日丨今飛凱達(002863.SZ)於投資者互動平臺表示,公司目前未有直接與機器人相關的產品或服務。公司密切關注市場動態,如有相關規劃將依據相關規定及時履行信息披露義務。公司主營鋁合金輪轂和鋁合金型材兩大業務,其中部分鋁合金汽車輪轂產品出口至美國,其他產品沒有或有極少的美國出口業務。公司始終保持多元化的市場佈局和全球化客戶隊列,直接由國內生產銷往美國市場的銷售收入規模佔比較小,且爲FOB銷售模式,根據該模式的貿易規則,關稅由客戶自行承擔;由泰國工廠生產並出口至美國的鋁合金汽車輪轂產品同樣採用FOB銷售模式,關稅亦由客戶承擔。基於上述情況,本輪美國關稅調整對公司造成的影響較爲有限,且在可控範圍之內。
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