隆鑫通用(603766.SH):初步估计2025年墨西哥业务占整体营收的比例不及15%
LONCINLONCIN(SH:603766) Ge Long Hui·2025-09-12 07:53

Core Viewpoint - Longxin General (603766.SH) is closely monitoring the potential increase in tariffs on motorcycle exports to Mexico, which could rise from 15% to 35% [1] Group 1: Tariff Impact - The company has noted that motorcycle exports to Mexico are currently conducted through component exports [1] - Preliminary estimates suggest that by 2025, the business in Mexico will account for less than 15% of the company's overall revenue [1] - The company is aware that core components of motorcycles exported to Mexico may also face additional tariffs and will keep a close watch on the final outcomes of the tariff reforms [1] Group 2: Business Operations - The company reports that all production and operations are currently normal, with all proprietary brand businesses experiencing good growth [1] - The company is actively discussing response strategies with importer clients regarding the potential tariff changes [1]