In the early morning of April 3, the United States announced the so-called "reciprocal tariff" policy. As of press time, more than a dozen companies on the STAR Market have publicly responded to the impact.

A number of companies said that the "reciprocal tariff" policy has "limited impact" and has actively responded; Some companies said that they have laid out the industrial chain globally, which can effectively resist the risk of external supply chain fluctuations.

According to incomplete statistics from the Science and Technology Innovation Board Daily, these companies have responded:

Juchen Co., Ltd. (688123. SH) said that the company's exports to the United States accounted for less than 1% of the overall revenue, and the direct impact of this tariff adjustment on the company is small, and the impact on the downstream industry and supply chain remains to be seen.

Telink(688591. SH) said on April 6 that the impact of direct tariffs is limited, and the company's chip products are mainly delivered to customers in non-US regions (where ODM factories are located), so the impact of direct tariffs is very small. The cost of purchasing the Company's products for customers with deliveries to non-U.S. territories will not be affected by changes in U.S. tariff policy. If the finished products of ODM manufacturers are included in the scope of tax increases, it may increase their cost pressure, and the overall impact is expected to be controllable.

Funeng Technology(688567. SH) said that at present, the company's product exports are mainly in Europe, and the United States exports account for a relatively small proportion. At the same time, in terms of overseas production capacity construction, the company is one of the earliest enterprises in the lithium battery industry to deploy overseas production capacity. The company has established a joint venture subsidiary, Siro, with TOGG, a Turkish electric vehicle brand customer, of which the first phase of the Siro project has been put into operation with a 6GWh production capacity and completed the capacity ramp-up. The increase in U.S. tariffs will have a small impact on the company's operations.

Canadian Solar (688472. SH) said that there are various ways to apportionment and negotiation of tariff costs, and the contract will seek to limit the impact of tariffs to a reasonable and controllable range in relation to the protection clause of tariff changes. At the same time, the company is gradually promoting the manufacturing of overseas battery cells and energy storage systems to cope with the uncertainty of tariffs on Chinese products exported to the United States.

Autel Technology (688208. SH) replied to the reporter of the "Science and Technology Innovation Board Daily" that the current reciprocal tariffs of the United States are a preliminary plan, and it is not ruled out that there will be changes in the follow-up process. Based on the current situation, the company will take the following countermeasures: first, based on the current reciprocal tariff policy, it has found manufacturing sites in some low-tariff countries or regions (such as Mexico, Turkey, Hungary, Singapore, etc.) in advance and carried out relevant personnel reserves, and it is expected that manufacturing substitution in low-tariff areas can be realized within one month; Second, some product lines (such as TPMS, charging piles, etc.) can be manufactured in the United States, and the company's North Carolina plant in the United States has been put into operation at the end of 2023, and a complete supply chain and manufacturing system have been established in the United States. "In addition to the U.S. market, the company has a complete marketing service system construction and layout in the European market and the vast emerging markets such as the Asia-Pacific, the Middle East and South America."

Nine Company (689009. SH) said that relying on the company's global business layout, the company's products have been sold to more than 100 countries and regions around the world. According to preliminary statistics, in 2024, the operating income from the US market will account for less than 10% of the company's total operating income, and the operating profit EBIT will account for a lower proportion of the company's total operating profit EBIT. The company's revenue and profit growth mainly come from China and Europe, and the company's electric two-wheeler market is mainly concentrated in China, so the impact of this tariff adjustment on the company's overall operation is limited, and the company's business situation is normal.

Haier Biotech (688139. SH) said that the company's overseas business is widely deployed in Africa, Europe, Asia-Pacific, America and other regions, of which Haier Biotech's U.S. market revenue will account for less than 2% of the company's overall revenue in 2024, and the company has already prepared intended orders in advance based on the U.S. localization system before the tariff, so the impact of the tariffs on the company's business is limited. On the basis of more than 800 network systems covering more than 150 countries and regions, the company will continue to accelerate the strengthening of localization layout, and achieve rapid insight and response to local user needs with localized products, marketing, logistics, after-sales and other strategies.

Zhuhai Guanyu (688772. SH) said that the company's main business revenue from consumer products accounted for 88.94% of the company's total operating income in 2024, and the direct impact of the tariffs on the company is limited due to the fact that consumer batteries (mainly batteries for mobile phones, laptops and tablets) are exported directly from China to the United States. In addition, if the finished terminal products equipped with the company's batteries are included in the scope of the tax increase, it may increase its cost pressure, and the company will actively communicate and negotiate with end customers to deal with this. In addition, the company has planned to build an overseas production base in Malaysia and continuously improve its global layout, which will further reduce the impact of the tariff.

Ullead (688628. SH) said that the current tariff policy has not had a significant impact on the company's operation, and the company will pay close attention to changes in international trade policies and actively respond to them, maintain close communication with customers, and ensure stable operation. In addition to the U.S. market, the company has a marketing layout in the European market and the Asia-Pacific region, and responds to the risk of a single market with diversified global marketing strategies.

Nanxin Technology Co., Ltd. (688484. SH) said that the company's direct export business to the United States accounted for 0. The company maintains close attention to changes in the market, industry and customer orders, continues to actively invest in research and development, continues to accelerate the layout of new products and business, and actively grasps the opportunities for independent and controllable development of domestic production.

Nuotai Biotech (688076. SH) said that the day before yesterday, the U.S. government announced the "reciprocal tariff" policy, and according to the interpretation of the policy content, the phased exemption of drugs will have little impact on the company. The company will continue to track the progress of the implementation of the tariff policy and assess the impact.

Ruida (688800.HK) SH) said that the tariffs imposed by the United States will be more conducive to the localized production and sales of overseas factories, serve customers nearby, and further expand overseas business. The company will pay attention to the international trade environment at any time to ensure the normal operation and development of the company's overseas business.

Kede CNC(688305. SH) said that the company's core technology and parts procurement do not involve goods of origin in the United States, so China's tariffs on the United States have not impacted the cost of the company's five-axis linkage CNC machine tool products. The company has long adhered to the independent research and development of key functional components, including five-axis CNC system, servo drive, motor, turntable, swing head, electric spindle and serialized sensors, etc., through the localization and localization of the supply chain to effectively avoid the risk of core component technology bottleneck, but also reduce the cost fluctuations caused by uncertain factors such as trade wars.

Tiannai Technology(688116. SH) said that at present, the company's overseas sales account for a small proportion, with overseas revenue accounting for 0.91% in 2023 and direct export to the United States accounting for 0.12%. At the same time, the company's project of setting up a production base in the United States is the company's strategic layout to promote the localization of overseas supply chain to meet the incremental demand of overseas head customers.

Obi Zhongguang (688322. SH) said that according to the company's disclosed 2024 semi-annual report, the company's direct overseas revenue accounts for less than 15%, of which the amount of direct exports to the United States accounts for a very low proportion of operating income, and the impact of U.S. tariffs on the company's existing business and supply chain is minimal. The company will pay close attention to changes in international trade policies and actively respond to them, and maintain close communication with customers to ensure stable operations.

Mingzhi Technology(688355. SH) said that the company's exports are mainly in the European market and do not export directly to the US market.

Jianlong Micro-Nano(688357. SH) said that at present, the company's products have covered more than 80 countries and regions in Europe, North America, the Middle East, Southeast Asia, Africa and Central Asia, and the company's overseas sales areas are widely distributed, and the changes in the trade environment of a single market have little impact on the company as a whole.

Pan-Asia Micropermeability (688386. SH) said that the company's two main core products ePTFE membrane products and CMD in the domestic market The most direct and largest competitor is Gore, the company's products are more cost-effective than Gore of the United States, if China imposes a 34% tariff on all U.S. imports, the competitiveness of the company's products will be more obvious, which is conducive to accelerating import substitution。 In addition, the proton exchange membrane developed and produced by Jiangsu Source Hydrogen, a shareholding company of the company, will also benefit. The high-performance proton exchange membrane products are almost monopolized by Gore in the domestic market, and the proton exchange membrane independently developed by Source Hydrogen has excellent performance and higher cost performance.

Huaguang New Materials(688379. SH) said that the company's current overseas business is mainly in the Asia-Pacific market, and the construction of a factory in Thailand can optimize the layout of production capacity, enhance the company's regional service capabilities in overseas markets, and respond more quickly to and meet the procurement needs of overseas customers. The company's overseas customers are distributed in 49 countries such as Asia Pacific, Europe, and the Americas, and the company's product revenue exported to the United States will account for a very low proportion of the company's total revenue in 2024, and the U.S. tariff policy will have little impact on the company's overseas business at present.

Scitech New Materials(688398. SH) said that according to preliminary statistics, the company's annual operating income in the U.S. market in the past three years has not exceeded 30 million yuan, of which the operating income from the U.S. market in 2024 accounts for less than 4% of the company's total operating income, accounting for a relatively small proportion. Therefore, the recent U.S. tariff adjustment has limited impact on the company's overall operation, and the company's business situation is normal. Under the background of stricter global environmental protection policies and the improvement of energy efficiency requirements for electrical appliances in various countries, the downstream market demand for vacuum insulation panels continues to increase, and the company's overall operating income maintains stable growth.

Gaotei Co., Ltd. (688556. SH) said that the company's export business accounts for less than 10% of the year, and is mainly in the Southeast Asian market, and currently does not carry out export business to the United States.

Medium Catalyst (688267. SH) said that special molecular sieves and catalysts are the company's main sources of income, of which mobile source tail gas denitrification molecular sieves are the company's core products, the customer is BASF of Germany, the company mainly sells to BASF in Europe, Asia and Africa, and a small number of products are exported to the United States. The company always pays close attention to changes in the international environment and domestic market trends, aims to create more value for customers with R&D and innovation, continuously improves its core competitiveness, actively explores new market application fields, and ensures the company's long-term stable and sustainable development.