智通财经APP获悉，汽配股尾盘跌幅扩大，截至发稿，德昌电机控股(00179)跌9.13%，报14.54港元；敏实集团(00425)跌6.05%，报20.2港元；福耀玻璃(03606)跌3.83%，报52.7港元；京东方精电(00710)跌3.51%，报5.4港元。
消息面上，美国特朗普政府周三证实，其25%的全球乘用车和轻型卡车关税将于4月3日如期生效，汽车零部件进口关税将于5月3日生效。兴业证券指出，中国对美出口汽车及零部件直接敞口较小，日韩、墨西哥、加拿大受影响更大。长江证券指出，中国众多汽车零部件企业此前已开启海外，尤其在是墨西哥等布局，已建立较多产能。
高盛于今年2月发布研报称，预计2025年北美业务收入将占到敏实集团总收入的26%。在与敏实集团管理层的交流及其2024年上半年业绩电话会上，他们表示正在与整车厂客户进行商谈，并预计客户将承担大部分的潜在关税成本。
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