CCTV News: The United States' implementation of the so-called "peer-to-peer tariff" policy has caused turmoil in the global trade pattern, which has brought challenges to the operations of many companies with global businesses. Against this background, many A-share listed companies have recently actively spoke out in public channels to explain the impact of this policy and announced a series of positive response measures.

In response to the cost pressure brought by tariff policies to manufacturing enterprises' exports, some listed companies said they are accelerating their overseas production capacity layout. Some listed companies said that they have found manufacturing sites in some low-tax countries or regions in advance and carried out relevant personnel reserves. It is expected that manufacturing substitution in low-tax areas can be achieved within one month. At the same time, the company has a complete layout in the European market and the vast emerging markets such as the Asia-Pacific, the Middle East, and South America. Some companies have also stated that they will set up production bases in the United States and Vietnam, and gradually shift the sales market to Europe and India, using Southeast Asian bases to meet regional demand.

As well as enterprises are using scientific foreign trade settlement methods to actively share tariff burdens. For example, the on-ship delivery price settlement model of the port of shipment is adopted, that is, the method of customers who bear the freight after the goods are shipped on board and clear the customs duties by themselves to alleviate the direct impact of their own business being subject to tariffs. Some listed companies also stated that the relevant tariff costs of the company's business in the United States are borne by customers.

Wang Kai, chief strategy analyst of Guosen Securities: Over the years, my country's manufacturing enterprises have been continuously transforming and upgrading, and relying on flexible supply chain adjustments and market diversification strategies, they have shown strong resilience to deal with US tariffs. In the long run, China's manufacturing industry's global supply chain status is difficult to replace. Combined with the continuous efforts of policy support and technological innovation, it is expected to continue to maintain its global competitiveness in a complex trade environment and consolidate its global competitive advantage.

Technology companies insist on independent research and development to deal with external shocks

In recent years, my country's A-share listed companies have continued to increase their R&D investment and have made a series of breakthroughs. Many listed companies said they will continue to adhere to independent research and development, improve technological innovation and product competitiveness, and resist external risks.

In the context of fluctuations in the global trade environment, technological innovation and product competitiveness are important means to resist external risks. Some listed companies said that their unique semiconductor laser light source has been continuously promoting the process of domestic device production and breakthroughs in upstream devices, and creating core devices in the laser industry. Some CNC machinery companies said that the company has long insisted on independent research and development of key functional components, and has effectively avoided the risks of core component technology boredom through localization and localization of supply chains.

Another companies said that due to their own technological and price advantages, the competitiveness of the company's products will be more obvious under the influence of tariff policies, which will be conducive to the marketing of the company's products and strive for the domestic market that was originally monopolized by American products.

Chief Analyst of China Galaxy Securities Strategy Yang Chao: Thanks to the long-term increase in R&D investment in A-share listed companies and insist on independent research and development, they have achieved a gradual break of technology monopoly in key areas. This has not only reduced our dependence on overseas technologies, but also responded to external risks with independent and controllable innovation capabilities and built the confidence to deal with international tariff barriers. The global competitiveness built by A-share companies with innovation-driven development will continue to accelerate their competition for voice in more new quality productivity tracks, and are expected to reshape the global science and technology industry structure in the long run.

The consumer retail industry continues to strive to expand domestic demand

Many listed companies said that the domestic large market provides soil for the consumer industry to expand its market. At the same time, cross-border e-commerce companies actively avoid risks by relying on artificial intelligence's technological empowerment and diversified market strategies.

As a number of policies continue to encourage and promote consumption, my country's consumer market continues to be active, and the trend of consumption upgrading has also brought new opportunities to related companies. Many home appliances, food, beverages and other companies said that the company has been deeply engaged in the Southeast Asian market and has also launched a series of domestic promotional methods to further accelerate the expansion of domestic channels. At the same time, we will continue to improve the layout of dealers in key areas, strengthen the basic cultivation of key markets, and promote the healthy development of all types of dealers.

In recent years, cross-border e-commerce has directly connected to global consumers through digital platforms. Some cross-border e-commerce companies said that they have been deeply engaged in cross-border social e-commerce for many years, and relying on their advantages such as the "goods find people" model and artificial intelligence empowerment, they have occupied a leading position in Asia and other regions. Some companies also said that relying on the advantages of the "Belt and Road" nodes, a global network covering multiple emerging markets has been built.

Tian Lihui, Dean of the Institute of Financial Development, Nankai University: The large domestic market and policy support provide a development foundation for enterprises, accelerate the transformation of consumption structure and inventory turnover, and the huge domestic demand market provides enterprises with a "safety cushion" to grow. We see that enterprises gradually transform tariff pressure into a driving force for the domestic market to deepen their cultivation.