SANY(SH:600031) Ge Long Hui·2025-08-07 08:02Core Viewpoint - Sany Heavy Industry's revenue from the U.S. is projected to be 4.2 billion RMB in 2024, accounting for approximately 5% of total revenue, indicating that the recent tariff policy has not significantly impacted the company's operational performance [1] Group 1: Revenue and Market Impact - The company's U.S. revenue is expected to be 4.2 billion RMB, which is about 5% of total revenue [1] - The relatively low proportion of U.S. revenue suggests that the tariff policy has not had a major impact on the company's overall performance [1] Group 2: Strategic Responses - The company has been actively responding to changes in the international trade environment by implementing various measures to mitigate potential risks [1] - Efforts include optimizing global market layout and actively exploring international markets to reduce dependence on a single market [1] Group 3: Operational Efficiency - The company is focused on enhancing internal operational efficiency and optimizing supply chain management to lower overall costs and improve product competitiveness [1] - There is a strong emphasis on supply chain optimization and stability, with a commitment to improving supply chain efficiency [1] Group 4: Procurement Strategy - The company adjusts its procurement strategies dynamically based on regional industrial foundations, cost advantages, and supply chain security to achieve efficient resource allocation [1]