Group 1: Core Insights - The report discusses the impact of Trump's tariffs and countermeasures on various industries, highlighting the need for a trading mindset in consumer stocks [3] - It notes significant fluctuations in global asset prices due to trade uncertainties, with a focus on the quantitative monitoring of trade uncertainty and global panic trading levels [4] Group 2: Industry Performance - The shipping industry is directly affected by the tariffs, with a notable increase in container shipping volume from Asia to North America during the 2018 trade war, which saw a 6.63% year-on-year increase and a 175.77% rise in freight rates [5] - The report indicates that the shipping demand on the US route is exposed to high tariff risks, with no buffer period for the implementation of counter-tariffs, leading to a decline in export demand and potential impacts on shipping schedules and port efficiency [8] Group 3: Company Analysis - China Energy Construction (601868.SH) shows steady revenue growth with a significant expansion in new energy installations, projecting net profits of 9.3 billion, 10 billion, and 10.5 billion for 2025-2027, with respective growth rates of 10%, 8%, and 5% [10] - Haier Biomedical (688139.SH) reported a slight revenue increase of 0.13% in 2024, with a net profit of 367 million, although it experienced a decline of 9.71% year-on-year; however, the company is expected to see a recovery in 2025 with projected revenues of 2.623 billion, 3.023 billion, and 3.479 billion for 2025-2027, reflecting growth rates of 14.9%, 15.2%, and 15.1% respectively [11][12]