style="font-size:16px;">Export-oriented Manufacturing
The 91% tariffs canceled by the United States mainly target mechanical and electrical products, chemical raw materials, textile products, etc. Among them, consumer electronics companies such as Luxshare Precision and GoerTek are expected to see an increase in the proportion of overseas revenue, reduced costs, and improved gross profit margins as tariffs are reduced. For new energy vehicle companies like CATL and BYD, tariff adjustments will help them expand into the U.S. market, lower export costs, and enhance product competitiveness. Home appliance enterprises such as Midea Group and Haier Smart Home will see strengthened price competitiveness of their products in the U.S. market, with the potential to capture more market share.
The 91% tariffs canceled by China cover soybeans, corn, meat, and other products. U.S. agricultural giants such as ADM and Bunge will benefit from the further opening of the Chinese market, with expected growth in their agricultural exports to China. For Chinese enterprises like Muyuan Foods and Wens Foodstuff, the reduced cost of importing U.S. soybeans, corn, and other feed raw materials will help lower breeding costs and improve corporate profitability.
The 24% tariffs suspended by the United States involve AI chips, industrial software, semiconductor equipment, etc. This will reduce the cost for Chinese companies such as SMIC and HiSilicon (Huawei) to import related products, supporting their R&D and production. Meanwhile, U.S. companies like Qualcomm and Intel are expected to regain market share in China, promoting trade and cooperation in the Sino-U.S. technology sector.
Tariff reductions directly lower the price of cross-border goods. The search volume for Chinese products on cross-border e-commerce platforms such as Amazon and Alibaba International Station has surged. Logistics companies like SF Holding and JD Logistics will also see growth in international business orders, driving the development of the cross-border e-commerce and logistics industries.
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JIALI FASTENER