#关税调整

With sudden tariff adjustments, which industries are seizing opportunities amid the "crisis"?
The latest round of tariff adjustment policies has been implemented, and the market has reacted quickly. This adjustment mainly focuses on high-end manufacturing and new energy sectors, with some tariffs on imported components being raised, aimed at strengthening the resilience of the local supply chain. In the short term, the costs for domestic manufacturing enterprises may slightly rise, but in the long term, it is beneficial for the self-controlled strategy. Benefiting sectors include local chips, photovoltaic materials, and lithium battery equipment. Conversely, certain segments of the home appliance and automotive supply chains that overly rely on imported raw materials will come under pressure. In terms of the capital market, related industry chain enterprises will face valuation re-evaluations, and investors need to pay attention to policy direction and the supply chain replacement capabilities of leading enterprises. Overall judgment: Although the adjustment will cause short-term disturbances, the core of the policy still lies in high-quality development and technological autonomy, representing a "growing pain benefit."