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斯菱股份(301550.SZ):關稅政策對業務影響相對有限

格隆匯6月19日丨斯菱股份(301550.SZ)於近期投資者關係活動表示,目前斯菱泰國工廠已成功取得美國海關頒發的原產地認證函(E-Ruling),能夠滿足北美市場大部分訂單需求。在業務模式方面,公司北美業務主要採用FOB模式,相關關稅由客戶承擔。同時,鑑於公司產品在海外市場具有不可替代性,屬於售後市場的剛性需求,關稅政策對業務影響相對有限。公司將保持關注美國關稅政策,並積極制定應對策略以把握市場機遇。

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