On April 9, A-share listed companies intensively disclosed announcements in response to U.S. tariff policies. Chenzhan Optoelectronics (SZ003019, share price 27.31 yuan, market value 4.77 billion yuan) admitted that tariffs have a wide impact on the industrial chain, but the company has already laid out through overseas production bases such as Thailand and Mexico. Guanghong Technology (SZ300735, share price 24.23 yuan, market value 18.596 billion yuan) announced the acquisition of AC Company, a French company, to accelerate the implementation of production capacity in Mexico, Europe and Africa.

The reporter of "Daily Economic News" noticed that at the same time, a number of listed companies have opened the "disk protection mode", and the big blue chips Midea Group (SZ000333, share price of 71.09 yuan, market value of 544.6 billion yuan), COSCO Shipping Holdings (SH601919, share price of 14.12 yuan, market value of 224 billion yuan) and so on have begun to enter the repurchase.

A number of companies disclosed their overseas situation

Chenzhan Optoelectronics said that the tariff hike is a global event and has an impact on almost all participants in the industry. Accordingly, when assessing the impact of this incident on the company, it is necessary to take into account the tariff rate imposed on the competitor's production area. Chenzhan Optoelectronics said that the company has built a production base in Thailand from 2024 and will mass produce it by the end of the year. It is reported that 70% of the products exported to the United States by Chenzhan Optoelectronics are produced in Thailand, and the company is relatively affected in the entire competitive environment due to the relatively low tariff rate imposed on Thailand. In addition, the customs duties incurred when goods shipped through Thailand enter the U.S. are mainly paid by the importer (client).

Jiangfeng Electronics (SZ300666, share price 70.33 yuan, market value 18.661 billion yuan) said that in 2024, the company's product revenue exported to the United States will account for about 1.19% of the company's total operating income, which is relatively low. Therefore, the U.S. tariff policy has little impact on the company's overall operation.

Guanghong Technology said that the U.S. tariffs have no impact on the company's overall operations. The Company expects to complete the acquisition of AC S.A., an EMS (Electronic Manufacturing Services) company headquartered in France, during the year. "After the completion of this acquisition, the company will add new manufacturing bases in the Americas (Mexico), Europe (France) and Africa (Tunisia), further improving the global industrial layout, and can more flexibly adjust the supply chain strategy to cope with the impact of tariffs," Guanghong Technology said. ”

Xiechuang Data (SZ300857, share price 96.90 yuan, market value 23.765 billion yuan) said that the company's direct export to the United States accounted for a relatively small proportion of product revenue, and most of it has been produced and delivered by overseas intelligent manufacturing bases.

Qiangbang New Materials (SZ001279, share price 34.82 yuan, market value 5.571 billion yuan) said that the company currently has no direct business with customers in the United States, and the company's business is mainly concentrated in more than 60 countries and regions such as Europe, East Asia and Southeast Asia.

Loongson Zhongke (SH688047, share price 136.11 yuan, market value 54.580 billion yuan) said that at present, the company has no income from the United States, and the tariffs imposed by the United States this time have no negative impact on the company.

Fuchuang Precision (SH688409, share price 51.23 yuan, market value 15.687 billion yuan) said that the company's main export destinations are the United States, Singapore, Malaysia, Japan, etc., and in 2024, the company's products will be directly exported to the United States, accounting for about 11% of the main business income. "Based on the commercial terms signed with major international customers, the cost of tariffs will be borne by the customer, and the relevant policy changes will not lead to an increase in the company's costs," said Fuchuang Precision. ”

In addition, Lihe Microelectronics (SH688589, share price 25.77 yuan, market value 3.123 billion yuan) said that the company has no export business to North America, and the company's business and operation are not affected by the current round of US tariff policies.

A number of companies have disclosed buyback plans

On April 9, a number of listed companies also disclosed buyback plans.

Goertek (SZ002241, share price of 20.71 yuan, market value of 72.293 billion yuan) announced that its chairman proposed to repurchase the company's shares, with a total repurchase fund of not less than 500 million yuan (inclusive) and no more than 1 billion yuan (inclusive), which is subject to the share repurchase plan approved by the company's board of directors.

Dongshan Precision (SZ002384, share price 23.68 yuan, market value 40.396 billion yuan) announced that it intends to repurchase shares, with a total repurchase fund of 100 million yuan to 200 million yuan, and the repurchase price is no more than 48.78 yuan per share.

Shandong High-speed (SH600350, share price of 10.47 yuan, market value of 50.801 billion yuan) announced that its chairman Mr. Fu Baixian proposed that the company repurchase part of the shares through centralized bidding transactions. The total amount of funds for the repurchase of shares is between RMB200 million and RMB300 million, subject to the share repurchase plan approved by the Board of Directors and the General Meeting of Shareholders.

Sichuan Changhong (SH600839, share price 9.50 yuan, market value 43.854 billion yuan) announced that its chairman Mr. Liu Jiang proposed to buy back shares, with a total of 250 million yuan to 500 million yuan.

Zhongtai Securities (SH600918, share price of 6.18 yuan, market value of 43.066 billion yuan) announced that Mr. Wang Hong, chairman of the company, proposed that the company repurchase part of the company's shares through centralized bidding transactions, with a total amount of 300 million yuan to 500 million yuan, which is subject to the share repurchase plan approved by the board of directors and the shareholders' meeting.

Energy Conservation Wind Power (SH601016, share price 2.83 yuan, market value 18.320 billion yuan) announced that its chairman Mr. Jiang Likai proposed to repurchase shares, with a total amount of 100 million yuan to 200 million yuan to repurchase shares, which is subject to the share repurchase plan approved by the board of directors and the general meeting of shareholders.

Guotai Junan (SH601211, share price 16.59 yuan, market value 292.5 billion yuan) announced that Mr. Zhu Jian, chairman of the board, proposed that it intends to repurchase shares with no less than 1 billion yuan (inclusive) and no more than 2 billion yuan (inclusive).

In addition, listed companies including Midea Group and COSCO Shipping Holdings have begun to buy shares in the secondary market on April 9.