ANLI(SZ:300218) Ge Long Hui·2025-10-17 07:33Core Viewpoint - The company has a small direct export business to the U.S., with indirect exports primarily handled by Amway Vietnam, which is not significantly affected by U.S. tariff policies, thus minimizing the impact on the company [1] Group 1: Export Business - The company's direct export business to the U.S. is relatively small [1] - Indirect exports to the U.S. are mainly managed by Amway Vietnam, which benefits from stable U.S. tariff policies [1] Group 2: Market Conditions - The real estate market adjustment has led to a mixed order situation for the sofa and home furnishing category, with some clients increasing orders while others decrease [1] - Despite external challenges anticipated in the first half of 2025, the company aims to enhance gross margins and product prices through upgrades in product and customer structures [1] Group 3: Strategic Initiatives - The company is progressing according to its plans for market expansion and customer service [1] - The core competitiveness of the company remains stable [1]