廣合科技(001389.SZ):截至2024年,公司直接出口美國營收佔比僅為0.12%
格隆匯5月12日丨廣合科技(001389.SZ)公佈,截至2024年,公司海外業務收入佔比約71.84%,其中美洲(3.32%)、歐洲(1.30%)、亞洲(67.22%),公司直接出口美國營收佔比僅為0.12%。公司核心業務為服務器PCB,PCB下游客户廣泛分佈在東北亞、東南亞、墨西哥等地區,由下游客户組裝成整機後再出口到終端用户,且服務器產品在關税豁免清單內,因此關税對下游客户影響不大。綜上所述,美國加徵關税,對公司短期經營不會產生直接影響。但長期而言,經貿關係持續緊張對行業產業鏈的重構將帶來深遠影響。
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