-- Linamar (LNR.TO) 股價昨日下跌超過 12%，該公司週三收盤後表示，鑑於近期 232 條款關稅的修訂，公司維持其 2026 財年全年業績預期不變。 該公司表示，修訂後的 232 條款關稅預計不會對其移動出行業務造成影響，因為這些產品要么免關稅，要么關稅相關成本由客戶承擔。 該公司指出，相比之下，工業業務中的部分產品受到的影響“更為顯著”，並表示正在“積極評估這種影響的範圍”。 一份聲明指出，Linamar團隊正在對近期232條款關稅的變更進行“全面審查”，並採取各種應對策略，包括調整採購、定價和其他手段。聲明中寫道：“儘管評估仍在進行中，但Linamar在關稅環境管理方面擁有成熟的流程和經驗，能夠有效應對。我們將在2026年5月6日發布的2026年第一季業績報告中提供更清晰的信息。” 聲明也補充：在對232條款關稅修正案進行初步評估後，公司維持其2026年銷售成長、調整後每股盈餘成長和自由現金流的預期。 Linamar執行主席琳達·哈森弗拉茨表示：「在當今瞬息萬變的地緣政治環境下，我們比以往任何時候都更需要專注於長期基本面和原則。這對於企業和政府都至關重要。美國是我們最大的貿易夥伴；我們彼此緊密相連，對彼此都延續。」讓我們先就232號關稅和美墨協定上
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