中国汽车及零部件行业：美国关税对中国汽车及零部件行业的影响，敏实集团、均胜电子、富友股份韧性最强

Flash | 03 Apr 2025 02:14:43 ET │ 10 pages China Autos & Auto Parts US Tariff Impact on China Autos & Auto Parts: Minth/Joyson/Foryou most Resilient CITI'S TAKE (1) We believe most China auto parts suppliers can mitigate tariff impact through production shifts to US or Mexico thanks to their previous capacity layout, with Minth/Joyson/Foryou most resilient due to relatively lower net tariff exposure. Yet, we expect certain indirect impacts on the demand side and rising supply chain costs. (2) China PV expor ...