每周股票复盘：海象新材（003011）PVC地板市场前景及公司应对策略

Core Viewpoint - The company is focusing on the development of PET flooring products while acknowledging that PET will not completely replace PVC flooring, and both will coexist in the market. Group 1: Company Product Development - The company is closely monitoring market feedback for its new PET flooring products and plans to continue development based on previous R&D and production experiences, but currently has not generated any revenue from these products [1] - The company believes that PET flooring will become an alternative choice for consumers, but it will take time for market acceptance, and PVC flooring will continue to coexist with PET flooring [1][4] Group 2: Market Dynamics - The PVC flooring market is expected to grow internationally due to its recognized advantages, especially in the U.S. where labor shortages are driving up installation costs, making PVC a cost-effective option [2] - The company aims to stabilize its sales in Europe and other non-U.S. regions while also working to recover its presence in the U.S. market, although sales may be influenced by various macroeconomic factors [2][4] Group 3: Regulatory and Economic Factors - The company has taken measures to mitigate the impact of U.S. customs sourcing issues on its exports, and while normal exports are ongoing, some effects remain [2] - The recent U.S. tariff increases have had a relatively minor impact on the company, as its business exposure to the U.S. has decreased, and it has established production capacity in Southeast Asia, which still enjoys certain tariff advantages [3][4] - Currently, the company has no plans to establish manufacturing facilities in the U.S. due to labor costs and policy uncertainties, with production primarily based in Southeast Asia [3]