Chinese auto part manufacturers, especially those with North American plants, are expected to face limited disruptions from potential U.S. tariffs on Mexico. UBS analysts indicate that U.S. manufacturers' reliance on Chinese firms will make it challenging to find alternatives, allowing for shared tariff costs. Companies like Fuyao Glass and Huizhou Desay SV Automotive are well-positioned to mitigate risks, with Fuyao planning to expand its U.S. capacity and Desay having limited exposure to Mexico.
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