智通财经APP获悉，汽配股午后涨幅扩大，截至发稿，耐世特(01316)涨7.12%，报4.21港元；五菱汽车(00305)涨4.76%，报0.44港元；福耀玻璃(03606)涨4.6%，报51.15港元；敏实集团(00425)涨4.06%，报17.42港元。
消息面上，据报道，欧洲联盟和中国同意针对中国制造的电动车设定最低价格，而不是征收关税。花旗此前表示，大多数中国汽车零部件供应商可通过将生产转移到美国或墨西哥来减轻关税影响；关税溢出效应或促使德国车厂与中国的高级驾驶辅助系统和技术解决方案提供商，建立更紧密联系并改进其产品。
方正证券指出，相比典型对美出口型零部件，部分企业近年扩展美国本土/墨西哥产能布局，因此相较于国内直接出口，美国关税具备一定缓冲空间，影响整体可控。此外，重点智能化零部件企业对美直接出口较少，海外收入占比较低，关税冲击有限，风险敞口较小，建议关注低估值下的布局机遇。
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