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恆輝安防(300952.SZ):功能性安全防護手套產品業務以出口爲主,美國出口佔比約爲35%

格隆匯6月17日丨恆輝安防(300952.SZ)在互動平臺表示,公司功能性安全防護手套產品業務以出口爲主,美國出口佔比約爲 35%。但隨着公司營收規模穩步擴張,以及出口市場多元化戰略的持續推進,公司對美國出口佔比整體呈下降趨勢。 公司安防手套產品出口主要採用 FOB 定價模式,並以美元結算。在 FOB 模式下,海運費與關稅主要由客戶承擔,因此關稅上漲目前對公司的直接財務影響較小。不過,受加徵關稅影響,美國客戶向中國採購成本增加,公司不可避免地會面臨客戶轉嫁成本的壓力,具體影響規模仍需視後續協商或談判結果而定。 目前公司安防手套業務運營態勢持續向好,得益於年產 7,200 萬功能性安全防護手套項目產能爬坡釋放,及超高分子量聚乙烯纖維在高端原材料供應的產業協同加持,疊加越南工廠年產1,600萬打安防手套項目投產運營,公司接單能力整體增強。2025 年第一季度,公司營收及利潤呈現雙位數增長,一季度營收約 2.82 億元,同比增加 18.46% 。

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