鷹普精密(01286.HK):額外關稅可能對集團的業務與運營造成影響
格隆匯8月18日丨鷹普精密(01286.HK)發佈公告,美國商務部於2025年8月15日晚間發佈的《聯邦公報》公告中表示,擴大對所有國家鋼鐵和鋁製品進口美國徵收50%關稅(“額外關稅”)的範圍,將407個鋼鐵和鋁衍生產品之《美國協調關稅表》產品編碼納入加徵關稅清單(“新關稅清單”),擴大的新關稅清單將於2025年8月18日正式生效。
按集團最新未來12個月銷售預測,約40%銷往美國的產品貨值按“完稅後交貨”(Delivered Duty Paid)條款出售給客戶,即集團負責安排運輸並將貨物交付至指定地點,同時完成清關並支付所有適用稅費及關稅,這些產品里面有約60%產品被納入新關稅清單,需要繳交額外關稅。由於該等額外關稅的稅率遠高於集團的毛利率,徵收額外關稅使得集團的供應在商業上變得不可行,甚至可構成不可抗力事件。
截至2024年12月31日止年度,集團銷售至美國的收入佔集團總收入約44.4%。截至本公告日期,董事會認爲,額外關稅可能對集團的業務與運營造成影響,但由於目前仍在就額外關稅轉嫁給客戶進行協商,因此集團目前尚無法就額外關稅對集團可能造成的影響作出具體評估和計算。公司將繼續密切關注事態發展,並將在適當的時候採取措施,盡力減輕額外關稅對集團業務與運營的影響。
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