美国“对等关税”来袭 多家上市公司回应影响积极应对

Core Viewpoint - The U.S. government announced "reciprocal tariffs" on global trade partners, with significant rates imposed on China, Vietnam, Thailand, and India, prompting various responses from over 30 listed companies in China regarding the impact on their operations [1] Group 1: Impact on Companies - Companies with high export revenue to the U.S. expressed significant concerns about the new tariffs, such as Fuling Co., which reported that 65.73% and 65.74% of its revenue came from U.S. sales in 2023 and the first half of 2024, respectively [2] - Other companies, like Betta Pharmaceuticals, noted that their products were exempt from the new tariff categories, indicating a varied impact across sectors [3] - Companies such as ST Hongyang and Guangxin Materials reported minimal exposure to the U.S. market, suggesting limited effects from the tariffs [4] Group 2: Preparedness and Strategies - Some companies, including Mindray Medical, had proactively prepared for tariff impacts by stockpiling products in the U.S. prior to the tariff implementation, resulting in no immediate effect on their sales [5] - Daotong Technology indicated that it had already sought manufacturing locations in low-tariff regions to mitigate the impact of the new tariffs [6] - Companies like Huayi Group and Bowei Alloy are implementing strategies to reduce the impact of tariffs, including establishing production facilities in the U.S. and optimizing their supply chains [7] Group 3: Ongoing Monitoring and Adaptation - Many companies are actively monitoring the situation and discussing strategies with clients to adapt to the evolving tariff landscape, with some expressing uncertainty about how the tariffs will be implemented [8] - Yiyi Co. emphasized the need for ongoing communication with clients and exploring new international markets to enhance resilience against tariff impacts [8] - Xinbao Co. highlighted its global presence, with 30% to 40% of its export sales coming from North America, and is committed to closely monitoring tariff changes to ensure stable operations [9]