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Boteng Co., Ltd.: European regional business demand remains strong, and export projects have not yet been included in the U.S. tariff list.
People’s Finance Network, April 8—On April 7, Boteng Co., Ltd. (300363) said during an institutional research visit that the decline in the European market in 2025 is mainly due to changes in ordering entities by some European end customers and delays in project delivery. From the perspective of real business expansion, demand for the company’s Europe segment remains on a solid growth trajectory. It will still take some time for the U.S. tariff policy to take effect, and there are also many uncertainties regarding its actual implementation. At present, the company’s direct export business to the United States accounts for a relatively small share, and after the company’s preliminary screening, export projects have not yet been included in the tariff list.