Group 1 - The core announcement is that CIMC Vehicles' subsidiary, Vanguard Global Trailer Holding, along with three other companies, is participating in a countervailing and anti-dumping investigation initiated by the U.S. Department of Commerce regarding box semi-trailers and their components produced in Mexico, Canada, and China [2] - The investigation was officially launched on January 21, 2026, following a request from the U.S. Trailer Manufacturers Association, which claims that the high export levels of box semi-trailers from Mexico are putting pressure on the domestic industry [2] - The announcement indicates potential market adjustment opportunities for component suppliers from other regions that have advantages in product quality, technical compatibility, and supply chain resilience, due to the potential demand for alternative suppliers in the U.S. [2] Group 2 - The U.S. International Trade Commission is expected to make a preliminary ruling on industry damage by February 17, 2026, with the Department of Commerce planning to release preliminary rulings on countervailing and anti-dumping investigations on March 27 and June 10, 2026, respectively [3] - CIMC Vehicles has established a dedicated project coordination team at its headquarters to ensure the orderly delivery of necessary documents and materials for the investigation, given the supply chain relationship between Vanguard Global and CIMC's subsidiary in Qingdao [3] - Vanguard Global has set up a specialized project organization in the U.S. and hired a professional legal team to actively respond to the investigation, aiming to maintain a stable supply chain and accelerate the expansion of its component production capacity in the U.S. [3] - The investigation is currently in the investigation phase, with a final result expected to be announced in approximately 12 to 18 months [3]

1月25日晚间，中集车辆（301039）公告，美国时间2026年1月21日，应美国挂车制造商联盟此前向美国 国际贸易委员会(ITC)和美国商务部(DOC)提出的对来自墨西哥、加拿大和中国Van-type trailers and subassemblies thereof(厢式半挂车及其组件)发起反补贴、反倾销调查的申请，美国商务部正式宣布启动 此次"反补贴、反倾销"调查。 基于此次调查，在美相关整车制造与销售企业为保障供应链，存在寻求替代供应商的潜在需求。这为在 产品质量、技术适配性与供应链韧性方面具备优势的其他地区组件供应商，带来了潜在的市场调整机 遇。 根据目前可获得的公开信息及行业分析，本次调查的申请方主张，近年来来自墨西哥的厢式半挂车整车 对美国出口规模持续处于高位，对美国国内产业构成了市场压力。美方调查机关据此启动了涵盖多个贸 易伙伴的贸易救济调查程序，包括加拿大和中国的相关产品。 公司在公告中表示，此次申请"反补贴、反倾销"调查的企业是美国企业，参与调查既有墨西哥企业、加 拿大企业，也有工厂在美国本土，而供应链在墨西哥、加拿大和中国的美国企业，参与调査的企业不少 既涉及Van-Type Trai ...

转自：证券时报 人民财讯1月25日电，中集车辆(301039)1月25日公告，美国时间2026年1月21日，应美国挂车制造商联 盟此前向美国国际贸易委员会（ITC）和美国商务部（DOC）提出的对来自墨西哥、加拿大和中国Van- type trailers and subassemblies thereof（厢式半挂车及其组件）发起反补贴、反倾销调查的申请，美国商 务部正式宣布启动此次"反补贴、反倾销"调查。 此次由在美子公司Vanguard Global牵头旗下Vanguard National Trailer Corporation, Vanguard Reefer Trailer Inc., Vanguard Refrigerated Trailer Co., Ltd（Canada）一起参与此次调查。 ...