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中熔电气(301031.SZ):美国最新的关税政策未对公司生产经营及现有订单造成直接影响

Core Viewpoint - The company has a low revenue proportion from direct exports to the United States, and its products mainly consist of components, making the impact of tariff policies limited [1] Group 1: Revenue and Production - The company's production base in Thailand has achieved mass production capabilities, which can effectively reduce potential future tariff risks [1] - Currently, the latest U.S. tariff policies have not directly affected the company's production operations or existing orders [1] Group 2: Business Operations - The company reports a good order situation, with all business operations proceeding normally [1] - The company will continue to monitor international developments and pay close attention to changes in the external environment and policy adjustments to ensure stable operations [1]