智通财经APP获悉，泉峰控股(02285)午后飙升逾21%，截至发稿，涨13.33%，报18.7港元，成交额2.55亿港元。
消息面上，特朗普陆续向各国发送关税函，宣布新的关税标准，并同时宣布推迟关税暂停期限至8月1日。中信建投指出，从税率看，本轮新关税的国别设定与4月2日差别并不大，仅小幅微调。此外，看好中美关系缓和下的出口链边际改善。
汇丰此前发布研报称，美国加征关税后，自今年4月起美国电动工具需求显著放缓，预期泉峰控股受影响最大。据悉，2024年，公司加速扩大泉峰越南工厂的产能，将于2025年全面加速将南京产能转移至越南，预期于2025年底，越南产能将大幅提升。信达证券预计，年底越南产能也能覆盖大部分对美出口。
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