威海廣泰(002111.SZ):美國政府加徵關税,從整體來説對公司業務影響不大
格隆匯5月16日丨威海廣泰(002111.SZ)在互動平台表示,美國政府加徵關税,從整體來説對公司業務影響不大,且有利於進一步提升國內高端空港裝備國產化率。首先零部件採購方面,公司已經在過去幾年進行了大量的進口零部件國產化替代方案的論證和實施,部分進口零部件已經替換為國產零部件,少量未替換部分也已經準備好替代品牌,不會影響公司產品的生產和交付。其次在產品銷售方面,在國際市場,公司產品目前沒有銷售到美國市場,美國加徵“對等關税”政策不會影響公司產品的出口業務;同時在出台反制措施的非美國市場中,將增強公司產品相對美國產品在市場競爭中的競爭優勢。在國內市場,上述政策將增強公司產品對進口產品的市場競爭力,加速空港裝備全行業國產替代進程,有利於公司空港裝備進一步提高國內市佔率。
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