金融界5月15日消息,有投资者在互动平台向中集集团提问:中美关税谈判取得重大成果,是否会对公司业务产生积极的影响?
公司回答表示:您好,从直接影响来看,公司直接从国内出口美国的产品营收占比很小,所以中美关税政策的变化对公司直接影响不大。从间接影响来看:(1)集装箱方面,此次中美关税谈判取得进展,短期内可能带来中美之间集运需求的释放,从而为集装箱设备需求带来支撑。中长期来看,集装箱的需求核心是挂钩全球商品贸易量,受益于中国出口的韧性以及全球贸易增长、供应链的多元化趋势,集装箱制造端的基本面情况稳定向好;(2)此外,由于中美贸易缓和优于预期,推动能源需求回升,预计对公司旗下石油、天然气等能源设备需求带来提升。我们会积极关注相关政策及市场动态,灵活应对市场变化。感谢您的关注!
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