美商务部对进口机器人启动232调查 受访企业：影响不大

Core Viewpoint - The U.S. Department of Commerce has initiated a Section 232 investigation into imports of robots, industrial machinery, and medical devices, which could lead to tariffs if deemed a national security threat [1]. Group 1: Industry Impact - The robot index (884126) experienced a slight decline of 0.01% as of midday closing [1]. - A domestic industrial robot company's chairman stated that the investigation would have minimal impact on their overseas business, as most products exported to the U.S. come from their overseas subsidiaries [1]. - The chairman noted that downstream sectors served by industrial robots, such as photovoltaic, lithium battery, and 3C industries, may face increased pressure due to tariff implications [1]. Group 2: Future Outlook - The chairman emphasized that the process of U.S. manufacturing returning will be lengthy, indicating a cautious outlook on the potential changes in trade dynamics [1]. - The company has strategically positioned itself in overseas markets through acquisitions and adjustments, which mitigates the potential impact of the investigation [1].