Lens Technology: It is expected that the impact of tariff policy changes on the company's overall operations will be very limited
Lens Technology released an investor relations activity record sheet on April 17, stating that the company's overseas business accounted for 58% in 2024, mainly for parts and functional module products, most of which were delivered to domestic bonded areas, which can naturally avoid tariff risks, and then assembled by assembly manufacturers and exported to the United States. For the supply of parts to overseas assembly plants, the company uses FOB prices for transactions with overseas customers or charges customers for freight and delivers to designated destinations, and the importing customers bear the tariffs. Thanks to its forward-looking global layout and continuous and in-depth diversified development strategy, the company has built a robust global supply chain system. After a comprehensive assessment, it is expected that changes in tariff policies will have a very limited impact on overall operations.