恒辉安防：二季度以来公司安防手套订单呈现区域分化特征

Core Insights - The company, Henghui Security, reported a regional differentiation in orders for security gloves since the second quarter, particularly affected by tariff policies in the U.S. market [2] - In the U.S. market, local customers are currently in a wait-and-see mode due to tariff policies, leading to a slowdown in order negotiations and shipment schedules [2] - Outside the U.S., including Europe, Japan, South Korea, Southeast Asia, and domestic markets, the overall competition has intensified, but the company is benefiting from increased production capacity from its Hengyue and Vietnam factories, along with the advantages of ultra-high molecular weight polyethylene fibers [2] - The company anticipates a recovery in U.S. orders as local market inventory is gradually consumed, and it plans to continue monitoring U.S. tariff policies and inventory changes [2] - The company aims to enhance its efforts in developing high-end security glove markets in Europe, Southeast Asia, and domestically, while optimizing the regional structure of its orders [2]