Core Viewpoint - The company, Weilan Lithium, has indicated that its direct export of battery cell products to the U.S. market is very low, thus the new U.S. tariff policy has minimal direct impact on the company [1] Group 1: Tariff Policy Impact - The new tariff policy's fluctuations pose significant indirect risks to suppliers' procurement policies, which could affect the company's operations [1] - To mitigate the operational pressure from the new tariff policies on Chinese goods, the company began constructing production capacity in Malaysia in 2022 [1] Group 2: Production Capacity - The Malaysian factory is set to commence production in the first half of this year, which will help the company offset the impacts of the U.S. tariff policies [1]
蔚蓝锂芯:直接出口美国市场的电芯产品比例非常低 美国新关税政策对公司的直接影响很小