JZNEE(603507) 证券时报网·2025-04-08 13:38Core Viewpoint - The company emphasizes that the impact of the recent U.S. tariff adjustments on its overall sales revenue is limited due to the small proportion of its export business to the U.S. market, which accounts for only about 3.9% of total revenue [2][5]. Group 1: Business Impact Analysis - The company's export revenue to the U.S. is primarily from a small range of products, including photovoltaic fasteners and nacelle covers, indicating a limited exposure to the tariff impact [2]. - The company has established a photovoltaic support factory in the U.S., which helps mitigate the effects of the tariff policy on its business operations [3]. - The company maintains a stable customer base in the U.S. and has good communication with clients, further reducing potential risks from tariff changes [2][3]. Group 2: Strategic Responses - The company plans to expand its market presence beyond the U.S., particularly in Europe and countries involved in the Belt and Road Initiative, to reduce reliance on the U.S. market [4]. - The company is enhancing its supply chain by diversifying and localizing procurement, focusing on increasing the proportion of domestically sourced materials and components [4]. - The company aims to boost its research and development efforts to innovate and upgrade products, thereby enhancing its competitive edge in response to external market changes [4]. Group 3: Financial Performance - In the latest annual report, the company achieved a revenue of 3.946 billion yuan, a year-on-year increase of 2.71%, while net profit decreased by 2.99% to 178 million yuan [6]. - The company has secured significant orders, with a total of 2.583 billion yuan in hand orders as of February 2025, including 2.265 billion yuan for wind power equipment [8]. - By 2030, the company anticipates having approximately 14.6 billion yuan in framework orders, indicating strong future revenue potential [8].