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董秘你好，受关税影响公司股票连续两个跌停，今日弱反弹。请问公司在美订单占比有多少？19亿北美订单是否因关税影响增加成本？美国订单是否可以通过墨西哥工厂“美墨加协定”规避关税？谢谢
尊敬的投资者，您好。基于与北美客户的交货模式，关税基本由客户承担。截至目前，本次关税政策对公司未产生实质性影响。当前公司订单排产稳定，整体业务平稳有序，海外基地有序推进。公司将密切关注关税动态，与客户保持良好沟通，有效保障客户合作稳定性与业务连续性，后续将根据国际政治经济局势的变化和客户的节奏做相应产能的调配，公司具备应对关税不确定性的战略韧性与执行能力。谢谢您的关注！

2025-04-09 17:52
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