卡罗特(02549)公布，该集团预期2025年实现收入同比增长约约3%至5%，溢利同比减少约25%至35%。 公告称，本年度预期溢利减少主要是由于以下因素所致：美国关税影响：美国于2025年对自中国进口的 钢铁和铝制品加徵额外关税，导致集团出口至美国的主要产品线销售成本显著上升。因此，该地区业务 的毛利率较上一年度有所下降。集团已采取措施以减轻此等影响，包括选择性提价及调整运营策略。美 元贬值：2025年美元兑人民币贬值，导致集团以美元计价的收入及应收账款兑换为人民币时产生汇兑亏 损。尽管此情况进一步压缩了集团的利润率，集团于本年度仍实现收入正增长。 ...

Core Viewpoint - Eagle Precision (01286) experienced a significant decline of over 15%, closing at 3.4 HKD with a trading volume of 12.96 million HKD due to the impact of new tariffs on steel and aluminum imports announced by the Trump administration [1] Group 1: Company Impact - Approximately 40% of Eagle Precision's products sold to the U.S. are under "Delivered Duty Paid" terms, meaning the company is responsible for transportation, customs clearance, and payment of applicable taxes and tariffs [1] - About 60% of the products included in the new tariff list will incur additional tariffs, which are significantly higher than the company's gross margin, making the supply commercially unfeasible and potentially constituting a force majeure event [1] - For the fiscal year ending December 31, 2024, revenue from U.S. sales is expected to account for approximately 44.4% of the company's total revenue [1] Group 2: Business Operations - The board of directors acknowledges that the additional tariffs may impact the company's business and operations, but they are currently negotiating to pass on the extra tariffs to customers [1] - The company is unable to provide a specific assessment or calculation of the potential impact of the additional tariffs at this time [1] - Eagle Precision will continue to monitor the situation closely and will take appropriate measures to mitigate the impact of the additional tariffs on its business and operations [1]

Core Viewpoint - The U.S. Department of Commerce announced an expansion of a 50% tariff on steel and aluminum imports from all countries, affecting 407 products, which will take effect on August 18, 2025. This could significantly impact the company's operations and profitability due to the high tariff rates compared to its gross margin [1]. Group 1 - The new tariff list includes 407 steel and aluminum derivative products, which will be subject to additional tariffs starting August 18, 2025 [1]. - Approximately 40% of the company's products sold to the U.S. are under "Delivered Duty Paid" terms, meaning the company is responsible for shipping, customs clearance, and paying all applicable taxes and tariffs [1]. - Of the products sold to the U.S., about 60% are included in the new tariff list, which could render the company's supply commercially unviable due to the high tariff rates [1]. Group 2 - As of the fiscal year ending December 31, 2024, revenue from U.S. sales accounts for approximately 44.4% of the company's total revenue [1]. - The board acknowledges that the additional tariffs may impact the company's business and operations, but specific assessments and calculations regarding the impact are currently not possible as negotiations to pass on the tariff costs to customers are ongoing [1].