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岱美股份(603730.SH):公司從墨西哥出口到美國的產品符合美墨加協定,無需承擔關税
格隆匯 05-15 17:34

格隆匯5月15日丨岱美股份(603730.SH)業績説明會上表示, 1、投資和籌資性現金流變化情況和公司每年的投資結構和融資需求直接相關,公司2024年度投資活動產生的現金流量淨額為負,主要為公司為了滿足業務的需求,建造廠房和購買生產線設備以擴大產能,建造廠房和購買生產線設備的投資支出導致了投資活動產生的現金流量淨額為負;籌資活動產生的現金流量淨額為負,主要為公司為了回報股東,向股東分配現金紅利所致。2、公司相關的可轉債項目付息、轉股等事項,將按可轉債募集説明書的相關條款執行,如涉及相關條款的變更,公司將及時履行相關的決策程序,並及時履行信息披露義務。3、總體來講,目前對公司影響很小,公司及國內子公司已經沒有直接出口美國的零部件產品,所有供應美國的零部件產品已經全部轉移到墨西哥當地生產,再出口到美國。目前,公司從墨西哥出口到美國的產品符合美墨加協定,無需承擔關税。公司目前從美國進口的少量原材料都是出口項目用的,可以保税進口,也不受目前關税政策影響。如後續各國相關的關税政策調整,我們將持續關注,優化全球產能佈局,提升公司產品的競爭力。

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