（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问美国的关税政策是否会对公司经营造成影响？ 玉马科技（300993.SZ）8月5日在投资者互动平台表示，公司是国内功能性遮阳新材料行业的龙头企 业，凭借优质的产品品质、强大的研发能力、丰富的产品系列以及专业化的服务能力，赢得了全球客户 的长期信任，与全球六大洲70多个国家和地区的客户建立了稳定而密切的合作关系，近年来业务持续稳 健增长。 功能性新材料用途广泛，下游行业客户数量众多、遍布全球、需求多元，公司产品销售区域 和应用场景广泛，目前主要以欧洲、亚洲、美洲市场为主，在美国的销售比例较低，美国关税政策对公 司的影响总体可控。感谢您的关注与支持！ ...

证券之星消息，玉马科技(300993)08月05日在投资者关系平台上答复投资者关心的问题。 投资者提问：请问美国的关税政策是否会对公司经营造成影响 玉马科技回复：尊敬的投资者，您好！公司是国内功能性遮阳新材料行业的龙头企业，凭借优质的产品 品质、强大的研发能力、丰富的产品系列以及专业化的服务能力，赢得了全球客户的长期信任，与全球 六大洲70多个国家和地区的客户建立了稳定而密切的合作关系，近年来业务持续稳健增长。功能性新材 料用途广泛，下游行业客户数量众多、遍布全球、需求多元，公司产品销售区域和应用场景广泛，目前 主要以欧洲、亚洲、美洲市场为主，在美国的销售比例较低，美国关税政策对公司的影响总体可控。感 谢您的关注与支持！ 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

Group 1 - The report highlights that government subsidies stimulated sales in Q2, leading to continued positive revenue growth. The competitive landscape in the small home appliance sector has improved, driving profit recovery, while leading players in the major appliance sector are helping to concentrate market share, suggesting an increase in holdings [2][29]. - The report recommends focusing on two main investment lines: 1) The improvement in the competitive landscape of small home appliances brings profit elasticity, particularly in the vacuum cleaner sector, which has high growth potential and low penetration rates. The kitchen small appliances sector is gradually returning to growth after two years of decline, with a significant increase in sales during the 618 shopping festival [2][29]. - The report indicates that leading brands in the white goods sector are dominating the current price competition, leading to increased industry concentration. The export performance of major appliance manufacturers is expected to gradually recover as uncertainties around tariff policies are clarified [3][31]. Group 2 - The company Salted Fish's differentiated product, the konjac sauce, achieved over 100 million in monthly sales within 16 months, setting a record for the fastest-selling snack product. The konjac snack segment is still in a high-growth phase, supported by a strong supply chain and channel capabilities [7][8]. - The company is expanding its overseas market presence with its own brand "Mowon," developing localized products based on local tastes, which is expected to drive growth in international markets [8][9]. - The report maintains an "increase holdings" rating for the company, projecting EPS of 2.99, 3.73, and 4.63 for 2025-2027, with a target price of 100.00 yuan based on strong performance in konjac products [7][8].