Investment Rating - The industry rating is "Outperform the Market" [13] Core Insights - The U.S. has exempted certain products from "reciprocal tariffs," including automatic data processors, computers, communication devices, displays, and semiconductors, which may positively impact the supply chain [2][3] - The previous impact of tariffs on the fruit chain companies was overestimated, as domestic suppliers are deemed irreplaceable by Apple, suggesting potential recovery opportunities in the sector [3] - Domestic smartphone brands are showing strong performance, with a projected shipment of 314 million units in 2024, a year-on-year increase of 8.7%, and domestic brands accounting for 85.6% of the market [4] Summary by Sections Tariff Exemption - The U.S. Customs and Border Protection has quietly updated its tariff schedule, exempting certain categories of goods from tariffs, which applies to all countries affected by the previous "reciprocal tariffs" [2] Impact on Supply Chain - The report suggests that the previous concerns regarding tariffs affecting fruit chain companies were exaggerated, and that Apple’s strict requirements for suppliers indicate a strong position for domestic companies [3] Domestic Smartphone Market - According to data from the China Academy of Information and Communications Technology, domestic smartphone shipments are expected to reach 269 million units in 2024, reflecting a 16.3% year-on-year growth [4] Investment Opportunities - The report recommends focusing on: - 3D printing applications (e.g., Huazhu High-Tech, Plittech) - Automated assembly equipment (e.g., Bozhong Precision, Saiteng Co., Quick Intelligent) - Automated testing equipment (e.g., Oatmeal Technology, Jepter, Kory Technology, Tianzhun Technology, Rongqi Technology) - Android-based 3C devices (e.g., Qiangrui Technology, Lihexing, Kory Technology, Quick Intelligent) - Folding screen hinges (e.g., Dongmu Co., Jingyan Technology, Tonglian Precision) - Middle frames and back covers (e.g., Yujing Co., Yuhuan CNC) [5]

2025.04. 12 本文字数：280，阅读时长大约1分钟 来源 | 参考消息 据台湾"中时新闻网"4月12日报道，美国海关与边境保护局（CBP）11日悄然发布了更新税则，豁免 了包含自动数据处理器、电脑、通信设备、显示器与模组、半导体相关等类别商品的进口税率，不 受"对等关税"影响。 报道称，部分商品若符合美国《协调关税税则》中所列明的分类号码，将可获得"对等关税"豁免。这 些商品包括电脑与周边设备、半导体制造设备、通信设备、存储设备、显示模组、半导体器件与集成 电路等。 报道称，本次关税豁免适用于所有受特朗普"对等关税"影响的国家。 微信编辑 | 格蕾丝 推荐阅读 新修订《婚姻登记条例》自5月10日起施行 FS 下 ...