杨元庆：联想不怕高关税，怕的是不确定性

Core Insights - Lenovo's CEO emphasized that the company is not afraid of high tariffs but rather the uncertainty they bring, stating that clear policies allow for quicker and better adjustments compared to competitors [1] - The company has adopted a global-local development strategy, integrating the best global resources to succeed in various markets [1] - Lenovo has established a global manufacturing base with 33 factories in 10 countries, allowing it to mitigate the impact of high tariffs effectively [1] Group 1: Tariff and Market Strategy - Lenovo's approach to high tariffs includes local manufacturing and leveraging China's manufacturing advantages to meet local demands while avoiding high taxes [1] - The company believes that its end-to-end integration in marketing, product design, and manufacturing gives it a competitive edge over rivals who outsource production [1] - The CEO noted that the company can adjust more rapidly than competitors in response to clear changes in policy, viewing this as a potential advantage rather than a disadvantage [1] Group 2: Pricing and Supply Chain - When asked about potential price increases for products, the CEO indicated that there is no absolute answer, as it depends on component supply and tariff impacts [1] - Currently, high-tech products, especially those based on semiconductors, benefit from tariff exemptions, which minimizes short-term price impacts [1] - However, the CEO acknowledged that future uncertainties regarding tariffs and supply chains remain significant [1]