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山東赫達(002810.SZ):美國商務部發布反傾銷初裁,初步裁定公司全資子公司山東赫爾希膠囊獲得的反傾銷税率為172.24%
格隆匯 05-26 17:18

格隆匯5月26日丨山東赫達(002810.SZ)公佈,公司(以下簡稱“公司”)近日收到代理律師通知,美國商務部於美國時間2025年5月22日宣佈了對來自巴西、中國、印度和越南的硬殼空心膠囊(hardemptycapsules)反傾銷税調查的初步肯定性裁決。

本次對原產自巴西、中國、印度、越南的硬殼空心膠囊產品的“雙反調查”在不存在緊急狀況追溯的情況下,在美國商務部作出裁定之前,美國客户無需為公司出口至美國的硬殼空心膠囊產品繳納現有税率之外的反傾銷和反補貼税。

2025年3月,美國商務部發布反補貼初裁,初步裁定公司全資子公司山東赫爾希膠囊有限公司獲得的反補貼税率為6.82%,中國其他生產商/出口商獲得的反補貼税率為3.45%-8.53%。

2025年5月22日,美國商務部發布反傾銷初裁,初步裁定公司全資子公司山東赫爾希膠囊有限公司獲得的反傾銷税率為172.24%,中國其他生產商/出口商獲得的反傾銷税率為5.4%-88.82%。初裁後,美國進口該產品時將按照上述税率以保證金的形式交於美國海關,待第一次年度複審結果出具後,按照第一次年度複審核定最終税率予以實際繳納税金。

作為行業內領軍企業,公司對中美貿易摩擦具有前瞻性預測,已提前在美國佈局庫存,截至目前,美國庫存產品仍可滿足美國市場5-6個月的銷售。同時,公司正在積極推進美國200億粒/年植物膠囊項目建設進程,該項目已完成項目選址、土地及地上附着物(含廠房及辦公樓設施等)初步協議談判等工作,正在推進廠房改造設計,以應對美國“雙反調查”後帶來的政策變化。

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