寒武纪等近10家公司发声：关税政策影响有限

Core Viewpoint - The recent adjustments to U.S. tariffs have raised significant market attention, but many companies report minimal or no substantial impact on their operations due to low exposure to the U.S. market [1]. Group 1: Company Responses to Tariff Adjustments - Cambrian (688256.SH) stated that the tariff increase will not have a substantial impact on its operations, as its revenue from overseas clients is less than 1% for both 2023 and 2024 [2]. - Tenda Technology (001379.SZ) indicated that the impact of the tariff policy on its performance is limited and controllable, with direct exports to the U.S. accounting for about 1% of its main business revenue over the past three years [2]. - Jiangfeng Electronics (300666.SZ) reported that its exports to the U.S. represent approximately 1.19% of total revenue for 2024, thus the tariff policy has minimal overall impact [3]. - Qiangbang New Materials (001279.SZ) mentioned that it has no direct business with U.S. clients, focusing instead on markets in Europe and East Asia, resulting in no direct impact from the tariff adjustments [3]. - Far East Holdings (600869.SH) noted that its annual revenue from exports to the U.S. is less than 1%, indicating a minor impact from the tariff increase [3]. Group 2: Strategies to Mitigate Tariff Impact - Dingsheng New Materials (603876.SH) highlighted that it produces little aluminum foil for export to the U.S. from its Chinese factory and does not bear the tariffs, thus facing no significant adverse effects [4]. - Xiechuang Data (300857.SZ) stated that its direct exports to the U.S. account for about 2% of total revenue, and it employs FOB trade terms, meaning customers bear shipping and tariff costs, minimizing the impact of tariff changes [4]. - Guanghong Technology (300735.SZ) explained that its domestic production primarily serves local clients, and its overseas factories in India, Bangladesh, and Vietnam do not face tariff impacts due to local sales or favorable trade terms [5]. - Wangzi New Materials (002735.SZ) asserted that the tariff adjustments will not significantly affect its operations, with an estimated 6% of sales revenue coming from the U.S. in 2024 [5].