美商务部对进口机器人启动232调查,企业回应

Core Viewpoint - The U.S. Department of Commerce has initiated a Section 232 investigation into the import of robots, industrial machinery, and medical devices, which may lead to tariffs if deemed a threat to national security [2] Group 1: Industry Impact - The robot index (884126) experienced a slight decline of 0.01% as of the midday close [2] - A chairman of a domestic industrial robot company indicated that the investigation would have minimal impact on their overseas business, as most products exported to the U.S. come from their overseas subsidiaries [2] - The chairman noted that downstream sectors served by industrial robots, such as photovoltaics, lithium batteries, and 3C industries, may face increased pressure due to tariff implications [2] Group 2: Future Outlook - The chairman expressed that the process of U.S. manufacturing returning to the country will be lengthy [2] - The company has strategically positioned itself in overseas markets for years, including through acquisitions of local firms, which mitigates potential impacts from the investigation [2]