Hitevision (SZ:002955) Quan Jing Wang·2025-10-11 13:21Core Viewpoint - The announcement of a 100% tariff on imports from China by the U.S. starting November 1 has raised concerns for Chinese companies operating internationally, particularly impacting their overseas business strategies [1][2] Group 1: Company Response - The company, Honghe Technology, has prepared for the potential impact of the new tariffs and believes it can effectively manage risks due to its operational management experience and brand advantages [1] - Honghe Technology has been expanding its international market presence since 2011, establishing localized teams in various countries to better understand and respond to regional market demands [1][2] Group 2: Market Position and Strategy - The "Newline" brand of Honghe Technology ranks among the top tier in the North American, EMEA, and APAC markets, indicating strong brand influence and channel capabilities [1] - The company has sufficient overseas inventory to meet sales demands for the next two quarters, ensuring stable order delivery for customers [2] - Honghe Technology has proactively advanced its global production capacity to enhance supply chain resilience, reducing the potential impact of policy changes in any single market [2] Group 3: Market Analysis - Analysts suggest that while the new tariffs may pose short-term pressure on some export-oriented companies, Honghe Technology's global strategy, localized operations, and robust supply chain preparations position it well to withstand risks [2] - The balanced regional distribution of its overseas business and competitive brand strength are expected to help the company maintain stable operations and profitability in a complex international environment [2]