五菱汽车（00305）今日盘中股价大涨5.95%，报0.445港元，引起市场关注。与此同时，多只汽配股也出现明显上涨。
消息面上，美国近期宣布对进口汽车加征25%关税，并计划从5月3日起对汽车零部件加征25%的关税。这一举措引发了美国汽车行业的强烈反对，六大主要政策团体罕见联署，呼吁撤销即将生效的汽车零部件关税。他们指出，许多汽车供应商已经"陷入困境"，无法承受额外的成本上涨。
分析认为，在这一背景下，中国汽车零部件制造商可能会增加在美国的采购和直接设厂，以降低关税影响。同时，日韩德系主机厂预期将在北美加大产能布局，这可能为已在墨西哥或美国布局的中国汽零厂商带来新的市场机遇。五菱汽车作为知名的汽车制造商，其股价上涨可能反映了投资者对公司在这一局势下潜在获益的预期。
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