China auto part makers: UBS sees limited impact from US-Mexico trade tariffs By Investing.com

Impact of U.S. Tariffs on Chinese Auto Part Makers: Chinese auto part manufacturers, especially those with plants in North America, are expected to face minimal disruptions from potential U.S. tariffs on Mexico and Chinese imports, as they can share costs with U.S. customers and some have operations within the U.S. that shield them from tariffs.

Specific Company Resilience: Companies like Fuyao Glass Industry Group and Huizhou Desay SV Automotive Co Ltd are anticipated to remain largely unaffected by tariffs due to their limited exposure to Mexico and strong demand from local markets, while also having production capabilities in other countries.