Di Yi Cai Jing Zi Xun·2025-05-13 13:19Group 1 - The recent tariff adjustments have led to a significant reduction in tariffs on Chinese LED lighting products exported to the U.S., with tariffs on LED light sources increasing by 30% and on LED lighting fixtures by 55%, resulting in overall tariffs ranging from 30% to 67.5%, which is a substantial decrease compared to the previous month [2] - Chinese LED lighting companies are continuing to build overseas factories in Southeast Asia and Mexico, indicating a persistent global expansion strategy [2] - Industry experts predict that more Chinese lighting companies will shift from "product export" to "industrial chain export," with a notable increase in production bases in Southeast Asia and Central America [3] Group 2 - Companies like Mulinson have already established production facilities in Mexico, which began operations in Q3 of the previous year, primarily supplying the U.S. and Latin American markets, and will expand production significantly this year [3][4] - Sunshine Lighting has reported that its factory in Thailand will start exporting lighting products to the U.S. by the end of 2024, with an annual production capacity of 5 million sets [4] - Lida Xin has announced plans to increase production capacity in its Thai factory to meet U.S. market demand while also exploring non-U.S. markets [4] Group 3 - The stock prices of LED lighting companies have shown mixed results, with Mulinson down 0.47% to 8.39 CNY per share, Sunshine Lighting up 0.31% to 3.22 CNY per share, Lida Xin down 0.21% to 14.57 CNY per share, and Shiyida down 0.89% to 7.8 CNY per share [4]