鼎胜新材关于美国关税调整影响的分析

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

鼎胜新材关于美国关税调整影响的分析

2025-04-10 10:00:44 来源：北方有色网责任编辑：管理员

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2025 年 4 月 9 日，鼎胜新材（603876）发布公告，披露美国近期关税政策调整对公司的影响。公告显示，此次美国关税调整对公司生产经营不会产生较大不利影响。

一、美国关税政策背景

2025 年 4 月 2 日，美国总统特朗普宣布 “对等关税” 政策并签署行政令，4 月 5 日起对所有进口商品加征 10% 基础关税，4 月 9 日起对部分国家和地区加征更高 “对等关税”，旨在调整美国对外贸易格局，给全球出口企业带来冲击与不确定性。

二、鼎胜新材业务受影响情况分析

（一）中国工厂出口业务

鼎胜新材中国工厂出口至美国的铝箔数量少，且贸易条款约定公司不承担关税。所以此次关税调整对该部分业务的财务状况和经营成果暂无重大不利影响，因其在美国业务占比小，对公司整体业绩冲击不明显。

（二）泰国及欧洲工厂出口业务

公司在泰国及欧洲生产出口至美国的铝箔被列入 “对等关税” 豁免范围，不会受负面影响。此前受第 232 条关税影响，此次豁免为其出口美国市场提供稳定政策环境，凸显了鼎胜新材全球化布局在规避关税风险上的前瞻性与有效性。

三、鼎胜新材应对措施

面对国际贸易政策变化，鼎胜新材将密切关注政策动态。公司将利用全球化产业布局优势，主动应对。一方面，通过优化原材料采购、生产流程、物流配送等环节调整供应链，提升效率，降低关税波动带来的成本上升风险；另一方面，积极与客户协商应对方案，确保合作稳定、可持续，增强公司在复杂贸易环境中的抗风险能力。

四、鼎胜新材基本业务情况

鼎胜新材主要产品包括新能源汽车动力电池铝箔、食品包装用铝箔及环保节能型空调箔。2021 - 2023 年，公司铝箔及电池箔产销量、市场占有率均居国内第一。公司在江苏镇江、浙江杭州、内蒙通辽，以及泰国、欧洲建有生产基地，是国内率先完成海外布局的铝箔企业，这为应对贸易政策变化提供了灵活性和缓冲空间。

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鼎胜新材关于美国关税调整影响的分析

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