Mei Ri Jing Ji Xin Wen·2025-04-07 15:20Core Viewpoint - Multiple listed companies reported that the recent adjustments to U.S. tariffs have limited impact on their operations, with many having minimal direct exposure to the U.S. market [1][2][3][4][5]. Company Summaries - Lizhong Group (SZ300428): The company focuses on functional intermediate alloy new materials, recycled aluminum alloy materials, and aluminum alloy wheels. Its products related to recycled aluminum alloy materials have little to no exports to the U.S., thus not affected by the tariff changes. The company is monitoring policy changes and is proactively adjusting its supply chain and customer negotiations [1]. - Shenghong Co., Ltd. (SZ300693): The company’s direct exports to the U.S. amount to approximately 56 million yuan, representing only 1% to 2% of its total revenue. It has prepared for uncertainties by collaborating with a Malaysian factory for local production, expected to be ready by May 2025 [1]. - Hudian Co., Ltd. (SZ002463): The company’s direct exports to the U.S. account for less than 5% of its revenue, with most products exported to Southeast Asia. It is closely monitoring trade disputes and communicating with customers to find solutions [2]. - Xizi Clean Energy (SZ002534): The company has a small proportion of business related to the U.S. market, focusing mainly on Southeast Asia, the Middle East, and Africa. Its main operations are not significantly impacted by U.S. tariffs [2]. - Hengshuai Co., Ltd. (SZ300969): Direct sales to the U.S. represent about 2.7% of the company’s overall business. The company uses EXW and FOB pricing methods, minimizing the impact of tariff increases. Future strategies will focus on optimizing capacity and development plans [3]. - Jinfu Technology (SZ003018): The company stated that tariff issues will not significantly affect its existing overseas sales regions [5]. - Weixing Co., Ltd. (SZ002003): The company’s international business is primarily in Bangladesh and Vietnam, with a very low percentage of direct exports to the U.S. [5]. - Hailide (SZ002206): The company has established a multi-dimensional response mechanism, including optimizing its production structure in Vietnam and enhancing customer price negotiation strategies [5]. - Guansheng Co., Ltd. (SH605088): The company does not heavily rely on the U.S. market, indicating that the tariff increases will have limited long-term effects [5].