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東材科技(601208.SH):自美國進口的原材料品種極少

格隆匯5月13日丨東材科技(601208.SH)在業績說明會上表示,公司對美貿易往來的整體規模有限,公司自美國進口的原材料品種極少,佔公司採購總額的份額微乎其微。公司對美出口業務佔整體營收比重極低(2024年度的比重不足0.1%)。綜合來看,“對等關稅”政策不會直接對公司業務發展造成重大不利影響。未來,公司將密切關注海外市場經營環境的變化,通過多元化佈局和供應鏈優化降低潛在風險;同時,緊抓“國產替代”的發展機遇,加大技術創新投入和市場推廣力度,加快新興市場所需核心材料的國產化替代進程,進一步提升市場競爭優勢

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