以下文章来源于数据宝 ，作者张娟娟 数据宝 . 数据宝——证券时报智能原创新媒体，中国股市大数据新媒体领先品牌，依托证券时报财经数据库和证监会指定信息披露媒体的权威信息，让您用手机也 能从海量数据中获得有用的决策信息支持，数据是个宝，炒股少烦恼！ 受关税影响小、兼具防御属性的"优质错杀股"有哪些？ 2025年4月初，美国政府宣布对中国输美商品征收所谓"对等关税"，引发全球市场巨震；4月下旬，特朗普考虑对华关税分级方案。 4月以来，A 股市场大幅震荡。因面临关税成本上升、订单减少等风险，拥有境外收入的A股被投资者视为贸易摩擦中的承压对象，股价受恐慌情绪影响加速下 探。记者梳理发现，出海相关个股中，部分个股出口地为欧洲、东南亚，部分个股对美国出口占比极小甚至无业务往来，哪些个股被"错杀 " ？ 记者结合财务信息以及个股针对关税影响的回复，筛选受关税影响小、兼具防御属性的"优质错杀股"。 出海相关个股受关税影响显 2025年4月，上证指数下跌1.7%，沪深300指数跌3%，两大指数月度跌幅创下近3年同期新高。其中4月7日，上证指数、沪深300指数跌幅均超过7%，跌停股数量超 过3000只。 值得一提的是，4月7日跌 ...

Core Viewpoint - The article discusses the impact of recent tariff policies on A-share companies, identifying "quality mispriced stocks" that are less affected by these tariffs and have defensive attributes [2][11]. Group 1: Market Impact - In April 2025, the Shanghai Composite Index fell by 1.7%, and the CSI 300 Index dropped by 3%, marking the highest monthly decline for the same period in nearly three years [3]. - On April 7, both indices experienced declines exceeding 7%, with over 3,000 stocks hitting their daily limit down [3]. - Stocks with significant overseas revenue were particularly affected, with those having over 70% of their revenue from abroad seeing an average decline of over 5% in April [3]. Group 2: Identification of Mispriced Stocks - Over 240 stocks reported limited or no impact from tariffs, with around 140 of these stocks experiencing declines of over 3% in April [7]. - The majority of these "mispriced stocks" are concentrated in the electronics, machinery, and power equipment sectors, with 28, 14, and 13 stocks respectively [7]. - Specific examples of stocks that were significantly affected include 麦格米特 (Maguimi), 淳中科技 (Chunzhong Technology), and 中科蓝讯 (Zhongke Lanyun), which saw declines exceeding 25% [9]. Group 3: Quality Mispriced Stocks - Among the identified "quality mispriced stocks," 17 stocks are noted for their potential growth, with a projected net profit increase of over 20% in 2025 [12]. - Notable stocks include 立讯精密 (Luxshare Precision), 歌尔股份 (GoerTek), and 天孚通信 (Tianfu Communication), which experienced declines of 24.55%, 18.97%, and 18.97% respectively in April [12]. - The article highlights that some of these stocks have consistently paid dividends and show growth potential, with 13 out of 17 stocks expected to see net profit increases of over 30% in 2025 [12][13].