三元生物(301206.SZ):美國商務部公佈對中國赤蘚糖醇反補貼調查初裁結果,公司適用3.49%的反補貼稅
格隆匯5月14日丨三元生物(301206.SZ)公佈,2025年5月13日,美國商務部公佈了關於對原產於中國的赤蘚糖醇產品反補貼調查的初裁結果,公司作爲強制應訴企業,適用3.49%的反補貼稅。目前,反補貼調查尚未結束,上述結果僅爲初裁結果,美國商務部尚需進一步覈查後作出最終裁定。
本次美國的反傾銷和反補貼調查對公司在美市場的銷售確實造成了一定影響,後續影響程度仍需結合調查進展及市場變化綜合研判。目前,公司正在採取多種措施積極應對,包括將原先以出口爲主的銷售策略逐步調整爲“內外並重、適度內傾”,重點發力國內健康消費品市場,圍繞國家在控糖減糖、體重管理、全民營養等政策導向,積極開發國內B端客戶,同時推出“元生甜”小包裝糖產品,提升消費者對健康代糖的認知與市場觸達。其次,公司正在加快推進東南亞、印度、中東及“一帶一路”沿線新興市場的佈局,以分散美國市場所帶來的不利影響。同時,公司積極推廣新產品優質甜菊糖(萊鮑迪苷M),加速提升阿洛酮糖產能,推動塔格糖的量產籌備,通過差異化產品佈局優化出口產品結構,增強整體外貿業務的穩定性和抗壓能力。
本次反補貼稅率僅爲初步裁定,根據美國商務部目前公佈的反補貼調查程序,預計2025年9月24日將發佈最終裁定結果。
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