廈門國貿(600755.SH):對美業務佔比低,直接影響有限
格隆匯5月23日丨廈門國貿(600755.SH)在投資者互動平臺表示,公司營收下降一方面因國際外部環境複雜嚴峻、國內經濟結構調整持續深化,有效需求不足等問題導致部分品類經營貨量下降;另一方面,公司在推進業務模式的轉型升級過程中,加強業務結構調整,重點聚焦服務實體產業客戶,發展高質量業務,從而導致營業收入有所下降。 公司對美業務佔比低,直接影響有限;關稅政策大幅調整背景下,全球貿易秩序、規則和格局受到衝擊,市場化機制將重構供應鏈產業鏈結構,影響大宗商品的價格和供需,並會對宏觀層面、匯率和利率等方面產生次生影響。公司將保持密切關注,積極靈活應對。
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