中鼎股份：公司目前在欧洲、美国均有产能布局

Core Viewpoint - Tesla is planning to gradually replace Chinese components in its U.S. production over a period of one to two years, which may also affect General Motors. This news raises concerns about the potential impact on companies in the automotive parts processing industry, such as Zhongding Co., Ltd. [1] Company Summary - Zhongding Co., Ltd. has production capabilities in Europe and the U.S., with a production distribution as of the first half of 2025 being 65.41% in Asia, 25.04% in Europe, and 9.55% in America [1] - The company primarily sells locally produced goods in the regions where it operates, with cross-border sales to the U.S. accounting for approximately 150 million yuan, or about 1.5% of its total revenue for the first half of 2025 [1] - The impact of the potential changes in supply chain dynamics due to Tesla's strategy is expected to be minimal for Zhongding Co., Ltd. as it mainly supplies U.S. clients from local factories [1] - The company is monitoring overseas industry developments and is considering plans for expanding its overseas production capacity to better prepare for market expansion [1]