Core Viewpoint - The company has reported that its overseas business is primarily focused in the Middle East and Southeast Asia, with no involvement in the U.S. market, and that current tariffs have no impact on its operations [1] Group 1: Business Operations - The company’s supply chain remains stable as most raw materials are sourced domestically, thus unaffected by international tariff fluctuations [1] - In terms of communication chips, the company utilizes a 40nm process technology, with all production conducted domestically, ensuring a diverse supply of raw materials and components without any bottleneck issues [1]

Core Viewpoint - GCL-Poly Energy (002506) announced a joint investment with Risen Energy to establish a new company focused on expanding battery production capacity and enhancing supply chain stability [1] Group 1: Investment Details - GCL-Poly's subsidiary, Suzhou GCL, will invest 800 million yuan, holding a 48.28% stake in the new company, while Risen Energy will contribute 857 million yuan through its 90.957% stake in Xuzhou High-tech Zhuoyao New Energy, holding a 51.72% stake [1] - The registered capital of the joint venture, Xuzhou Xinyao New Energy Technology Co., Ltd., is set at 1.657 billion yuan [1] Group 2: Strategic Goals - The investment aims to indirectly enhance the battery production capacity of Xuzhou High-tech Zhuoyao, leveraging GCL-Poly's existing 30 GW solar module capacity and 16 GW solar cell capacity [1] - The company plans to upgrade part of the production lines at Xuzhou High-tech Zhuoyao to BC battery capacity, aiming to seize opportunities in the BC market [1] Group 3: Market Positioning - The company is expanding its battery management capacity at a low cost during a period of industry valuation at the bottom, ensuring a stable and efficient supply chain to meet the demand from its module segment [1] - This strategic move is expected to further enhance the company's market share in the solar energy sector [1]

商务部：相关司局已向沃尔玛公司了解有关情况。 近日，有报道称商务部等部门约谈沃尔玛。沃尔玛被约谈的原因，是其要求一些中国供应商大幅降价，企图将 美对华加征关税的负担转嫁给中国供应商和中国消费者。 对此，商务部新闻发言人在今天（3月13日）下午召开的例行新闻发布会上作出了回应。发言人何咏前表示， 我们注意到了媒体有关报道，也陆续收到了部分企业的反映。为此商务部相关司局向沃尔玛公司了解了有关情 况，沃尔玛公司对相关情况进行了说明。 据玉渊谭天3月12日消息，知情人士透露，3月11日，商务部等有关部门约谈沃尔玛。这次约谈有以下几个值得 关注的信息点： 1. 沃尔玛单方面要求中国企业降价，可能造成供应链断裂的风险，损害中美企业和美国消费者的利益。 2. 沃尔玛临时要求中国供应商降价，有违反商业合同的可能。这样会扰乱正常的市场交易秩序。 校对： 王朝全 版权声明 3. 美单边加征关税伤害中美企业，中美企业应该携手共同应对。 4. 如果沃尔玛执意如此，那等待沃尔玛的，就不只是约谈了。 守护消费者权益 共建透明消金环境 消费金融满意度调 长按识别二维码参与调查 诚邀您参与, 一起护航财富之路! 另据中国纺织品进出口商会（简 ...

Core Viewpoint - Walmart's unilateral demand for price reductions from Chinese suppliers may disrupt supply chains and harm the interests of both Chinese and American businesses and consumers [1][2][3] Group 1: Walmart's Actions and Implications - Walmart's request for significant price cuts from Chinese suppliers could lead to supply chain disruptions, negatively impacting both U.S. and Chinese enterprises [1] - The temporary demand for price reductions may violate commercial contracts, potentially disturbing normal market transaction order [2] - If Walmart persists in its demands, further actions beyond mere discussions may follow [4] Group 2: Industry Response and Context - The China Textile Import and Export Chamber has received reports from members about U.S. retailers requesting price cuts from Chinese suppliers, and they are verifying these claims [5] - The Chamber emphasizes that the current international trade issues stem from the U.S. government's unilateral tariff increases, affecting both U.S. and Chinese companies, and advocates for collaborative solutions [6] Group 3: Walmart's Financial Performance - Walmart reported strong sales growth in China, with net sales reaching $5.1 billion for the quarter ending January 31, marking a 27.7% year-over-year increase, significantly higher than previous quarters [7][8] - The company's e-commerce sales in China grew by 34% during the same quarter, boosted by the earlier Chinese New Year shopping season [8] - For the fiscal year ending January 31, Walmart achieved net sales of $67.45 billion, a 5% increase, but anticipates slower growth in the new fiscal year, projecting a 3% to 4% increase in net sales [8]