智通财经APP获悉，创科实业(00669)午后跌超4%，截至发稿，跌3.71%，报109港元，成交额2.28亿港元。
消息面上，11月25日，美国当选总统特朗普表示，将对墨西哥和加拿大进入美国的所有产品征收25%关税。此外，将对进口自中国的所有商品加征10%的关税。里昂估计，在贸易不确定性方面，创科已显著提高其供应链弹性，减少中国对美国市场的曝险。因此相对其竞争对手，创科已作更好准备。
招商证券指出，工具企业中，巨星、格力博、泉峰等龙头通过加速海外产能建设，基本在2025-2026年足以覆盖美国需求，结合短期备货发至仓库，足以应对风险。据悉，创科实业的海外产能布局涉及越南、墨西哥、美国，3个东南亚生产基地、5个欧洲生产基地和3个美国生产基地。
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