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眾鑫股份(603091.SH):美國商務部對原產自中國、越南熱成型模塑纖維產品發起反傾銷、反補貼調查初裁結果
格隆匯 05-12 18:35

格隆匯5月12日丨眾鑫股份(603091.SH)公佈,近日,美國商務部對來自中國和越南的“熱成型模塑纖維產品”反傾銷作出初裁,眾鑫股份為強制應訴企業,税率為470.63%,其他非強制應訴企業平均税率為345.84%,所有未列入清單的中國企業税率為477.97%。

美國商務部公佈對進口自中國和越南的熱成型模塑纖維產品反補貼調查初裁結果,公司初裁税率為5.99%(中國其他生產商/出口商的税率為6.38%-153.25%)。目前“雙反調查”尚未結束,上述結果僅為初裁結果,美國商務部尚需進一步核查後再作出最終裁決。

一)在此之前,美國政府已分別加徵關税25%和145%,加上“雙反調查”的初裁税率,累計後關税為646.62%(注:25%+145%+470.63%+5.99%=646.62%)。(二)2024年度,公司出口至美國的銷售額佔營業收入的52%左右。2025年第一季度,國內工廠向美國正常出貨量累計為1.16萬噸左右,佔當期銷量的52%左右。(三)泰國工廠“年產3.5萬噸甘蔗渣可降解環保餐具項目”的全線投產,有力地對沖了“雙反”;後續“年產6.5萬噸甘蔗渣可降解環保餐具項目”投資計劃的實施,將進一步提升公司的市場競爭力,進一步有利於扭轉“雙反”帶來的不利影響,預計不會對公司產生重大影響。

(一)公司已委託專業律師團隊,積極應對本次“雙反調查”,第一時間向美國商務部申訴,美國商務部將於2025年6月派員到公司現場核查。(二)因泰國工廠“年產3.5萬噸甘蔗渣可降解環保餐具項目”已完成建設並已全線投產,承接美國客户的訂單,且已於4月中旬向美國客户出貨。從2025年第二季度開始,原計劃在國內生產的美國客户的訂單轉到泰國工廠生產。

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