洛克希德?馬丁將用長期合同抵御特朗普新關(guān)稅影響

Lockheed Martin is negotiating a long-term purchase agreement which would insulate it against the effect of proposed new US steel and aluminium tariffs until 2021, chief financial officer Bruce Tanner said on Monday.

洛克希德•馬丁公司(Lockheed Martin)首席財務(wù)官布魯斯•坦納(Bruce Tanner)周一表示，公司正就一份長期采購協(xié)議展開談判，該協(xié)議將令其在2021年之前免于受到美國擬議中的、新的鋼鐵和鋁關(guān)稅的影響。

In an interview with the Financial Times, Mr Tanner said the company — one of the largest US defence contractors — is discussing an agreement for aluminium for the C130 military transport plane, one of the biggest users of the metal in the Lockheed portfolio but which represents only about 2 per cent of sales. The metals “are not a large proportion of our content”, he added.

坦納在接受英國《金融時報》采訪時表示，作為美國最大的國防承包商之一，該公司正在談一項鋁材協(xié)議，這些鋁材將用于制造C-130軍用運輸機。C-130是洛克希德產(chǎn)品組合中用鋁最多的產(chǎn)品之一，但它只占該公司總銷售額的2%。坦納補充說，這些金屬“在我們產(chǎn)品的構(gòu)成中所占的比例并不大”。

Even without a long-term contract, the potential hit from the 10 per cent aluminium tariff proposed by President Donald Trump would only be “in the hundreds of thousands of dollars”, a small proportion of the price of planes which sell for $65m to $70m each, he said.

他說，即使沒有長期合同，美國總統(tǒng)唐納德•特朗普(Donald Trump)提議的對鋁征收10%關(guān)稅帶來的潛在影響也將僅為“數(shù)十萬美元”，只占飛機售價的一小部分。每架C-130售價為6500萬至7000萬美元。

“It’s not an inconsequential sum by any stretch of the imagination but it’s probably not as large as a lot of folks would think,” he added. “It’s not like it would have a huge impact.

“稍加想象就會發(fā)現(xiàn)，這并不是個無足輕重的小數(shù)目，但它很可能也沒有很多人想象的那么大。”他補充說，“這并不會產(chǎn)生特別大的影響。

“We have more exposure for aluminium than steel but even there it’s not a significant portion . . . for the lion’s share of our growth programmes, like the F35 [fighter plane], it’s not that significant.”

“我們用的鋁比鋼鐵多，但即便是鋁，所占的比例也不大……對我們增長項目的拳頭產(chǎn)品、比如F-35(戰(zhàn)斗機)來說，它并沒有那么重要。”

Defence contractor stocks were hit hard last week by news of the proposed aluminium tariff and a larger 25 per cent tariff on steel. Lockheed Martin shares have fallen more than 3 per cent since the announcement last Thursday.

上周，擬議中的鋁關(guān)稅、以及稅率更高的鋼鐵關(guān)稅(稅率為25%)的消息傳出后，國防承包商的股票受到沉重打擊。自上周四該消息公布以來，洛克希德的股價已下跌逾3%。

But Wall Street analysts say defence contractors’ exposure to the metals is smaller than many investors believe. Lockheed’s suppliers would probably be more affected by squeezed margins, however, as those locked into long-term contracts cannot pass on the raised costs.

但華爾街分析師表示，國防承包商對這些金屬的敞口比許多投資者所認為的要小。不過，洛克希德的供應(yīng)商很可能會因利潤率被壓縮而受到更大的影響，因為那些已被長期合同鎖定的供應(yīng)商無法把升高的成本轉(zhuǎn)嫁出去。