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 on products deemed a threat to national security [3]. Group 1: Industry Impact - The robot index (884126) experienced a slight decline of 0.01% as of the midday close on September 25 [3]. - A chairman of a domestic industrial robot company indicated that the investigation would have minimal impact on their overseas business, as most exports to the U.S. come from their overseas subsidiaries [3]. - 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 [3]. Group 2: Future Outlook - The chairman expressed that the process of U.S. manufacturing returning will be lengthy, suggesting a gradual shift rather than an immediate change [3]. - The company has strategically positioned itself in overseas markets for years, including acquisitions of local firms, which mitigates the potential impact of the investigation [3].