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联科科技:美国关税调整对公司影响极其有限且可控
联科科技 4 月 16 日在互动平台表示,公司产品直接出口营收占比仅为 3.3%,且目前没有直接出口美国的产品。公司下游应用领域中,轮胎市场占比不足 50%,且公司下游轮胎客户中,销售美国市场的比例极低,因此本次美国关税调整对公司影响极其有限且可控。并且,公司本次募投项目产品为高压电缆屏蔽材料用导电炭黑,尤其主要应用在深海科技的海缆中,为进口替代产品,旨在解决 “卡脖子” 技术难题,此次关税调整有利推动公司项目的进展和国产替代进程,逐步减少美国卡博特产品的进口量,有利改变国内高压电缆屏蔽料用导电炭黑的市场竞争格局。



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联科科技:美国关税调整对公司影响极其有限且可控
联科科技 4 月 16 日在互动平台表示,公司产品直接出口营收占比仅为 3.3%,且目前没有直接出口美国的产品。公司下游应用领域中,轮胎市场占比不足 50%,且公司下游轮胎客户中,销售美国市场的比例极低,因此本次美国关税调整对公司影响极其有限且可控。并且,公司本次募投项目产品为高压电缆屏蔽材料用导电炭黑,尤其主要应用在深海科技的海缆中,为进口替代产品,旨在解决 “卡脖子” 技术难题,此次关税调整有利推动公司项目的进展和国产替代进程,逐步减少美国卡博特产品的进口量,有利改变国内高压电缆屏蔽料用导电炭黑的市场竞争格局。

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