美国的帮浦供应链:关税，市场混乱

U.S. Pump Supply Chain: Tariffs, Market Turbulence

出版日期: 2025年05月22日 | 出版商:

Bluefield Research | 英文 | 商品交期: 最快1-2个工作天内

价格

简介目录

2025年4月2日，即“解放日”，川普政府对美国产品征收了高额关税，旨在推动全球贸易流向有利于美国产品的方向发展。这种突然转向保护主义的政策为全球帮浦业市场带来了新的不确定性，并扰乱了那些在美国资本密集产业拥有大量业务的公司的策略。这项政策衝击也为投入成本前景蒙上了阴影，迫使企业重新调整资本计画和预测。

为此，福斯、富兰克林电气、戈尔曼-鲁普、格兰富、KSB、滨特尔、苏尔寿、威乐和赛莱默等主要泵业製造商正在重新调整策略。赛莱默、滨特尔和富兰克林电气等美国公司正在积极重组其供应链和采购模式，以应对日益受到强制关税和报復性关税双重影响的市场格局。

随着关税压力和材料成本波动重塑供应链格局，泵类原始设备製造商被迫将双重采购和美国组装视为对冲价格波动风险的手段。同时，拥有大量售后市场收入来源的公司更有能力吸收与投入衝击相关的利润压力。最后， "建立美国，购买美国" （BABA）计画的合规性正在从一项采购优势转变为一项战略优势，这增强了长期供应链的韧性，同时也为获得联邦政府支持的基础设施支出提供了管道。

本报告考察了美国泵类市场，并全面分析了市场趋势、政策中断和战略调整如何重塑美国主要泵类原始设备製造商的竞争格局。

拿起的企业

Flowserve
Franklin Electric
Gorman-Rupp

Grundfos
KSB Group
Pentair

Sulzer
Wilo Group
Xylem

范围:亚太地区，欧洲，南美，中东·非洲，美国·加拿大，水政策

主要竞争对手摘要
季度股价走势突显市场讯号
部分美国帮浦製造企业
总收入与… EBITDA
竞争定位：进军水务领域
水泵产品组合：部分应用
关键市场通路的经济考量
水泵公司的市场通路
墨西哥和加拿大关税风险在不确定的环境下上升
中国关税引发不同反应
代表性成本明细：按水泵组件

章节3 - 企业简介

Flowserve
Franklin Electric
Gorman-Rupp
Grundfos
KSB Group
Pentair
Sulzer
Wilo Group
Xylem

简介目录

On 2 April 2025 - "Liberation Day" - the Trump administration imposed sweeping tariffs aimed at tilting global trade flows in favor of U.S. manufactured products. This sudden turn toward protectionism has injected new uncertainty into the global pump market, disrupting strategies for firms with significant exposure to the capital-intensive U.S. vertical. The policy shock has also clouded visibility on input costs, forcing a reset in capital planning and forecasting.

In response, leading pump players - including Flowserve, Franklin Electric, Gorman-Rupp, Grundfos, KSB, Pentair, Sulzer, Wilo, and Xylem - are recalibrating. U.S.-anchored firms such as Xylem, Pentair, and Franklin Electric are actively reworking their supply chains and sourcing models to navigate a landscape increasingly shaped by both imposed and retaliatory tariffs.

As tariff pressures and material cost volatility reshape supply chain dynamics, pump original equipment manufacturers (OEMs) must now treat dual sourcing and U.S. domestic assembly as hedges against pricing risk. Meanwhile, companies with substantial aftermarket revenue streams are better positioned to absorb margin pressures tied to input shocks. Finally, Build America Buy America (BABA) compliance has shifted from a procurement advantage to a strategic benefit, unlocking access to federally supported infrastructure spending while reinforcing long-term supply chain resilience.

This Insight Report delivers a comprehensive analysis of how market trends, policy disruptions, and strategic pivots are reshaping the competitive landscape for leading pump OEMs in the U.S.