立中集团美国关税调整影响分析

基础金属	铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材镁
稀有金属	稀土稀土矿稀土氧化物稀土金属钕铁硼稀散金属锑铋铟锗镓硒钽锆贵金属白银钨钨精矿 APT(仲钨酸铵)钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉硒
新能源	锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极硅

基础金属

铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材镁

稀有金属

稀土稀土矿稀土氧化物稀土金属钕铁硼 稀散金属锑铋铟锗镓硒钽锆 贵金属白银钨钨精矿 APT(仲钨酸铵)钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉硒

新能源

锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰 锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极硅

立中集团美国关税调整影响分析

2025-04-08 10:19:58 来源：北方有色网责任编辑：管理员

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2025 年 4 月 7 日，立中集团（300428）发布公告，阐释美国关税调整对公司业务的影响。受业务结构与全球化布局下的应对策略影响，此次调整对公司生产经营冲击有限。

一、业务结构限定影响范畴

立中集团主营功能中间合金新材料、再生铸造铝合金材料、铝合金车轮产品。前两者因极少对美出口，基本不受关税调整影响。铝合金车轮产品虽部分销往美国，但公司已采取多种措施控制影响。

二、全球化布局有效应对关税变化

（一）中国出口业务风险可控

中国工厂出口美国的铝合金车轮数量少，且采用 DDU 贸易方式，关税由客户承担，对公司暂无影响。

（二）泰国出口业务灵活调整

泰国工厂出口美国的铝合金车轮，多数采用 FCA 贸易方式，关税由客户负责，对公司无影响。少数需公司承担关税的业务，公司已制定供应链调整策略并与客户沟通，影响可控。

（三）墨西哥出口业务豁免关税

墨西哥工厂出口美国的铝合金车轮符合《美墨加贸易协定》，豁免关税，对公司暂无影响。后续公司还将依政策灵活调整客户与供应链策略。

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立中集团美国关税调整影响分析

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