孚日股份(002083.SZ)：美国加征的关税由公司和客户各自承担一部分

Group 1 - The company indicated that nearly 50% of its exports are to the United States, highlighting a significant market dependency [1] - The tariffs imposed by the U.S. are shared between the company and its customers, indicating a collaborative approach to managing costs [1] - The company is actively communicating with customers to recover lost orders during the recent "reciprocal tariffs" delay, showing proactive engagement in maintaining business relationships [1] Group 2 - Orders from the U.S. are gradually recovering, suggesting a positive trend in the company's performance despite the tariffs [1] - There has been an increase in exports to Europe and Asia, which has helped to offset some of the revenue decline from the U.S. market [1]