LONCIN(SH:603766) Ge Long Hui·2025-12-12 09:03Core Viewpoint - The company believes that the recent tariff increase on motorcycles imported from China to Mexico will have a limited direct impact on its existing business operations [1] Group 1: Business Model and Tariff Impact - The company's core business model effectively mitigates the risk of tariffs on complete motorcycles, as it exports products in fully disassembled form to local assembly plants in Mexico [1] - The new tariff on complete motorcycles has been raised to 35%, but this does not apply to the company's current export operations due to its use of the IKD model [1] - The impact on other related products is also expected to be minimal, as the definitions in the tariff legislation do not typically include "disassembled" or "kit" products intended for assembly [1] Group 2: Future Outlook - The company will continue to closely monitor global trade policy developments and actively respond to ensure the stability and sustainability of its business [1]