美续对华出口征高税 大马手套商渔翁得利
(吉隆坡17日讯)由于美国持续向中国出口手套征收7.5%关税,艾芬黄氏投行研究认为,鹬蚌相争之下,大马手套业有望渔翁得利。
分析员指出,美国向中国出口征税,将惠及其他国家的手套领域,毕竟医疗手套属于半商品化产品,因此价格是决定销量的关键因素之一。
“我们认为,上述关税政策会持续下去,而大马手套业将受惠其中。”
对全球手套业而言,美国是最重要出口市场之一,进口量占全球手套生产的30%至40%。同时,美国买家也给予相对高昂的溢价。
无论如何,分析员也提醒,若美国最终撤销关税,大马手套业赚幅和平均售价,或面临更多下行风险。
针对此事,美国最迟会在今年7月6日,或8月23日透露更多细节。
回顾历史,美国是在2019年开始向中国医疗手套业征收7.5%税。尽管如此,在2020和2021年大部分时间里,相关政策遭到喊停,因美国计划在当地增加手套供应防疫。
到了去年11月,上述关税重新落实。而美国目前也在重新检视这项关税政策。
维持“减持”评级
投资建议方面,分析员对大马手套业维持“减持”评级,原因为平均售价下滑、生产成本上升、劳动短缺问题挥之不去。“这些事件会损及手套业盈利能力。”
此外,仍笼罩在顶的强迫劳动罪名,会影响大马手套业的订单量。自2019年,美国海关与边境保护局(CBP)已对6家大马手套公司祭出暂扣令。
其中,顶级手套(TOPGLOV,7113,主板保健股)和WRP Asia Pacific的案件已获解决;而速柏玛(SUPERMX,7106,主板保健股)、Smart Glove、Brightway集团、YTY集团的案件仍悬而未决。
一众手套股中,分析员给予康乐(KAREX,5247,主板消费股)“守住”评级;至于顶级手套、速柏玛、高产柅品工业(KOSSAN,7153,主板保健股)、贺特佳(HARTA,5168,主板保健股),分析员则悉数建议“卖出”。
https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E7%BE%8E%E7%BB%AD%E5%AF%B9%E5%8D%8E%E5%87%BA%E5%8F%A3%E5%BE%81%E9%AB%98%E7%A8%8E-%E5%A4%A7%E9%A9%AC%E6%89%8B%E5%A5%97%E5%95%86%E6%B8%94%E7%BF%81%E5%BE%97%E5%88%A9
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