Hua Xia Shi Bao·2025-04-12 04:42Core Viewpoint - The recent U.S. tariff policy has prompted a surge in institutional research on cross-border e-commerce companies, with firms expressing confidence in their strategies to mitigate impacts and seize opportunities amidst challenges [1][4][5]. Group 1: Company Responses to Tariff Policies - Companies like Anker Innovation believe that while there may be short-term pressure, their long-term value remains intact, and they are confident in navigating through cycles for sustainable growth [5]. - Tongdao Technology has proactively set up operations in low-tariff countries like Mexico to reduce tariff impacts and is expanding its business in Europe, Asia-Pacific, and the Middle East [2]. - SanTai Co. stated that the overall impact of the tariff policy is limited, and they will continue to implement a multi-regional strategy while optimizing supply chain costs [2]. Group 2: Market Opportunities and Challenges - Companies like Giant Star Technology view the tariff situation as presenting more opportunities than challenges, as rising prices may lead to market consolidation, benefiting those with competitive products [4][6]. - The overall market size is not expected to be significantly affected, despite potential price increases and volume declines [4]. - The tariff policy is seen as a catalyst for innovation, allowing companies to enter previously challenging market segments [4]. Group 3: Industry Performance and Trends - The cross-border e-commerce sector has seen significant growth, with China's cross-border e-commerce import and export reaching 2.63 trillion yuan in 2024, a 10.8% increase [7]. - There is a notable performance divergence among companies, with some achieving substantial growth while others face increasing losses [7][8]. - Companies that have diversified their supply chains and markets are expected to capture more market share and thrive in the evolving landscape [8].