智通财经APP获悉，耐世特(01316)再度涨近6%，截至发稿，涨3.95%，报5.53港元，成交额2.04亿港元。
消息面上，特朗普政府从本周二开始对墨西哥和加拿大进口商品普遍征收25%的关税，但仅一天后便宣布暂缓实施，并将豁免期延长至4月2日，反复无常的关税政策变化令市场措手不及。据悉，此前特朗普已向美墨加协定涵盖的汽车提供为期一个月的豁免。
国证国际此前指出，耐世特是北美最大的转向系统供应商，在墨西哥与北美均有工厂，其核心客户是福特、通用、克莱斯勒，已经保持几十年的稳定的合作关系。关税变化可以通过转产、客户承担费用等方式降低影响。中银国际近期指出，耐世特北美地区约40%至45%的收入来自墨西哥工厂会受到特朗普加征关税上调的影响。
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