瑞银：中国两轮车行业-评估美国加征关税风险

Global Research China Two-Wheeler Sector Assessing US tariff hike risks We hosted a series of conference calls this week We invited several manufacturers with exports to US to our calls—Ninebot, CFMoto, Taotao Vehicles, Lvtong New Energy Electric Vehicle, Niu Technologies, and Greenworks Jiangsu Co. In particular, Taotao and Greenworks could have 70-80% revenue exposure to the US market, CFMoto 30%, and Ninebot within 10%. Fending off tariff threats via 'channel restocking + capacity relocation' ab 22 May 2 ...