Recently, Sino-US economic and trade communication has continued to advance, and bilateral cooperation has shown positive signals, which has led to the expected improvement in the foreign trade-related industrial chain.
Judging from industry public information, photovoltaics, shipping, consumer electronics, semiconductors, home appliances and other sectors with a high proportion of exports are expected to usher in a dual improvement in external demand and policy environment.
Relevant industry leaders, relying on their market share and production capacity layout advantages, are more likely to benefit from the improvement in industry prosperity.
The following introduces you to five leading companies with representative business.
The first is LONGi Green Energy (601012), which is the world leader in photovoltaic modules and has extensive overseas business layout.
As the economic and trade environment improves, the export of photovoltaic products will become smoother, and LONGi Green Energy’s overseas order delivery and market expansion are expected to advance steadily.
As an important part of clean energy, the photovoltaic industry has a clear long-term growth logic. LONGi Green Energy will continue to benefit from the development of the industry with its advantages in technology and market share.
Orient Overseas International (00316.HK) is mainly engaged in international container transportation, and the China-US route is one of its main sources of revenue.
The increase in bilateral trade activity will directly benefit cross-border shipping demand.
With the increase in trade volume, OOIL’s business volume and profitability are expected to improve as the industry recovers, and it will occupy a more favorable position in the international shipping market.
Luxshare Precision (002475) is the leading domestic consumer electronics manufacturing company. It is deeply involved in the OEM field and has high-quality customer resources.
A stable foreign trade environment is conducive to the stability of overseas orders, and there are also expectations for recovery in the consumer electronics industry.
With its advanced manufacturing technology and strong supply chain management capabilities, Luxshare Precision has a certain foundation for performance recovery during the industry recovery and is expected to continue to maintain its leading position in the consumer electronics market.
SMIC (688981), as the leading domestic semiconductor wafer foundry, focuses on mature manufacturing processes.
The rebound in foreign trade in the manufacturing industry has led to an increase in chip demand, and there is room for optimization of SMIC’s capacity utilization and profitability.
Against the backdrop of the rapid development of the semiconductor industry, SMIC will give full play to its technology and production capacity advantages to meet market demand for chips and achieve its own development and growth.
Midea Group (000333) is the global leader in white goods, with a high proportion of overseas sales and mature export channels.
The stable economic and trade environment is good for the export of home appliances, and the optimization of tariffs and logistics is expected to improve the profitability of its overseas business.
Midea Group will further expand its share in the international home appliance market and improve profitability by virtue of its brand influence and product innovation capabilities.
It should be noted that this article is only a review of public industry information, objectively compiled based on current economic and trade environment expectations, and does not constitute any investment advice.
There are risks in the stock market, so you need to be cautious when investing. The trend of individual stocks is affected by multiple factors, so please do not follow the trend blindly.
