Core Viewpoint - Shenzhen's Huaqiangbei, known as the largest electronic component distribution center, is adapting to the impact of "reciprocal tariffs" from the United States while maintaining a sense of calm among its merchants, who are leveraging the agility, efficiency, and innovation of "Made in China" products [4][5]. Group 1: Business Adaptation - Merchants in Huaqiangbei are diversifying their export markets to mitigate risks associated with tariffs, demonstrating confidence in their product quality and cost-effectiveness [4][5]. - The supply chain in Shenzhen is characterized by rapid product iteration, allowing businesses to quickly adapt to market demands and customer specifications [5][6]. - Cost advantages are a significant factor for Huaqiangbei merchants, with products being sold at one-third the cost of local alternatives in the U.S., while still meeting international performance standards [5][6]. Group 2: Global Market Presence - Foreign customers continue to show strong interest in Chinese electronic products, with many items being difficult to find in their home markets [7][8]. - Huaqiangbei merchants are expanding their global sales networks through established customer relationships, partnerships with e-commerce platforms, and direct orders from international buyers [8]. - The demand for electronic products from Europe and Southeast Asia remains robust, with customers prioritizing delivery speed over price amid tariff changes [8].

Group 1 - The company Shenzhen Huaqiang (000062) expects a significant increase in Q1 2025 net profit, projecting a range of CNY 0.96 billion to CNY 1.15 billion, representing a year-on-year growth of 68% to 100% [1] - The growth in net profit is attributed to the promotion of domestic semiconductor brands, increased sales from local product lines, and a recovering electronic components industry [1] - The company's gross profit margin remains stable compared to the same period last year, supported by the expansion of value-added services and the potential of high-margin product lines [1] Group 2 - The direct impact of the recent US tariff increase on the company's operations is minimal, with US products accounting for only about 0.2% of total procurement [2] - The company primarily serves domestic clients, with exports making up approximately 2% of total revenue, and virtually no exports to the US [2] - Following the announcement, the company's stock price surged to CNY 25.51 per share, with a market capitalization of CNY 26.7 billion, indicating strong market interest [2]

Group 1 - The core issue in the semiconductor market is the suspension of quotes for popular chips like CPUs and GPUs due to increased tariffs, leading some vendors to close their businesses temporarily [1] - The U.S. Customs and Border Protection (CBP) announced a list of products exempt from tariffs, which includes 20 categories such as computers, laptops, and semiconductor equipment [1] - U.S. Secretary of Commerce Howard Lutnick indicated that key technology products from China will face new tariffs in the coming months, specifically targeting semiconductors and pharmaceuticals [1] Group 2 - President Trump is expected to announce tariff rates on imported semiconductors, suggesting that some companies in the industry may have flexibility regarding these tariffs [2] - The administration aims to simplify tariff procedures for various companies to encourage domestic production of chips and semiconductors [2]

深圳华强（000062）公告，2025年第一季度预计归属于上市公司股东的净利润为9644万元-1.15亿元， 比上年同期的5740.47万元增长68.00%-100.00%。预计归属于上市公司股东的扣除非经常性损益的净利 润为8548万元-1.02亿元，比上年同期的5515.15万元增长55.00%-85.00%。基本每股收益预计为0.0922元/ 股-0.1098元/股。公司持续深化与重点产品线和客户的合作，并积极开拓市场，实现了业务规模的稳步 增长。报告期内，电子元器件行业景气度继续回升，行业供需逐步趋于平衡。公司的华强科创广场项目 自2024年启动招商以来，总体出租率已稳居深圳福田区前列，项目业绩稳健提升。 ...

Financial Performance - The estimated net profit attributable to shareholders for Q1 2025 is projected to be between 96.44 million and 114.81 million RMB, representing a year-on-year growth of 68.00% to 100.00% compared to 57.40 million RMB in the same period last year[3] - The estimated net profit attributable to shareholders after deducting non-recurring gains and losses is expected to be between 85.48 million and 102.03 million RMB, indicating a growth of 55.00% to 85.00% from 55.15 million RMB in the previous year[3] - The basic earnings per share is projected to be between 0.0922 RMB and 0.1098 RMB, compared to 0.0549 RMB per share in the same period last year[3] Business Growth Drivers - The significant profit increase is attributed to the company's deepening cooperation with key product lines and clients, as well as active market expansion, leading to steady business growth[5] - The sales revenue from domestic product lines has become the main source of income growth, aligning with the trend of domestic substitution[5] - The electronic components industry continues to recover, with supply and demand gradually balancing out during the reporting period[5] Service and Project Development - The company is expanding the scope of value-added services in technology distribution, enhancing service value and maintaining a stable overall gross margin level compared to the previous year[6] - The Huachuang Innovation Plaza project has achieved a high occupancy rate since its launch in 2024, contributing to steady performance improvement[6] Market and Trade Impact - The company assesses that recent changes in international trade policies, particularly U.S.-China tariff adjustments, have a limited direct impact on its operations[7] - The company will continue to monitor global economic policies and their potential impacts on the semiconductor supply chain and its business operations[7]

深圳华强（000062）今日涨停，成交额23.93亿元，换手率9.35%，盘后龙虎榜数据显示，深股通专用席 位买入7001.58万元并卖出6933.32万元，一机构专用席位净买入3304.16万元。 ...

Group 1 - The electronic sector is experiencing a rise, with Shenzhen Huaqiang (000062) hitting the daily limit, indicating strong market interest [1] - Other companies such as Yingfang Micro (000670), Liyuan Information (300184), Haoshanghao (001298), Zhongdian Port (001287), Yachuang Electronics (301099), and Shannon Chip Creation (300475) are also seeing gains, reflecting a broader positive trend in the industry [1] - The news highlights that several popular chips in the Huaqiangbei market are being "stocked up," with distributors reporting a shift of customers towards domestic products [1]

Core Viewpoint - The announcement of increased tariffs by the U.S. government on various countries, including China, has raised global concerns, but the direct impact on the company's operations is minimal [1] Procurement Impact - The company has a small proportion of U.S. products in its distribution, with less than 100 SKUs out of nearly 20,000 being sourced from the U.S., accounting for only about 0.2% of total procurement [1] - Most U.S. products are primarily involved in research and design, with manufacturing occurring outside the U.S. [1] Sales Impact - The company's customer base is predominantly domestic, with export business representing approximately 2% of total revenue for 2024, and there is virtually no export to the U.S. [1] - The impact of the U.S. tariffs on the company's sales operations is very limited [1]

证券代码：000062 证券简称：深圳华强 编号：2025—022 深圳华强实业股份有限公司 关于近期关税政策变化对公司影响的自愿性信息披露公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 近日，美国政府宣布对包含中国在内的各个国家和地区加征"对等关税"， 引发全球广泛关注。随之，中国政府宣布了一系列反制措施，包括对原产于美国 的进口商品加征关税等。深圳华强实业股份有限公司（以下简称"公司"）作为 中国本土电子元器件授权分销龙头企业，持续密切关注全球经贸政策和环境的变 化，经认真评估，现就相关事项说明如下： 一、无论是采购端还是销售端，本次关税政策的变化对公司经营的直接影响 有限。 公司一直以来非常注重上下游产品线和客户结构的多元化，多年来持续拓展 国内外优质产品线和下游各应用领域的优质客户，打造形成了上游覆盖全品类元 器件、下游覆盖各类应用领域的大型电子元器件分销平台。2018 年经贸摩擦以 来，公司顺应国产替代加速推进的发展趋势，充分发挥在本土产品线分销领域前 瞻布局和深耕厚植的优势，持续加大国产半导体品牌的推广力度，与国内头部及 大部分主流半导体原厂 ...

北京金诚同达（深圳）律师事务所 关于 深圳华强实业股份有限公司 2024 年年度股东大会的 法律意见书 金深法意字[2025]第 095 号 深圳市福田区鹏程一路广电金融中心 42 层 518000 电话：0755-2223 5518 传真：0755-2223 5528 金诚同达律师事务所 法律意见书 北京金诚同达（深圳）律师事务所 关于深圳华强实业股份有限公司 2024 年年度股东大会的 法律意见书 金深法意字[2025]字第 095 号 致：深圳华强实业股份有限公司 北京金诚同达（深圳）律师事务所（以下简称"本所"）接受深圳华强实业 股份有限公司（以下简称"深圳华强"或"公司"）的聘请，指派本所律师出席 公司 2024 年年度股东大会（以下简称"本次股东大会"）并对会议的相关事项 出具法律意见书。 本所律师根据《中华人民共和国公司法》（以下简称"《公司法》"）《中 华人民共和国证券法》《上市公司股东大会规则》（以下简称"《股东大会规则》"） 《律师事务所从事证券法律业务管理办法》《律师事务所证券法律业务执业规则 （试行）》等有关法律、法规和规范性文件的要求以及《深圳华强实业股份有限 公司章程》（以下简称" ...