Recently, news related to the U.S. IEEPA tariff refunds has continued to heat up. This is like a timely rain for domestic export-oriented enterprises and is expected to usher in direct cost reductions.
Tracks such as cross-border e-commerce, textiles and clothing, and overseas home appliances have experienced event-driven catalysis, and market attention has rapidly increased.
There are many sector concepts affected this time, including cross-border e-commerce, textile and clothing exports, home appliances overseas, and foreign trade OEM manufacturing.
Within each sector, there are also some core stocks that have attracted much attention.
In the cross-border e-commerce sector, Jihong Shares and Saiwei Times are the representatives.
Jihong Co., Ltd. (002803) is a leader in cross-border e-commerce exports. Its core markets are mainly Europe and the United States, with a high proportion of business in the United States.
The tariff refund policy is expected to directly reduce its export costs and increase profits.
Fund attention has continued to increase recently, becoming the emotional benchmark within the sector.
Saiwei Times (301381) focuses on cross-border e-commerce apparel categories. Its core market covers the United States and relies on the independent station model to deeply cultivate overseas users.
Benefiting from the reduction in export tariff costs and improved order profit expectations, recent transaction volume has been significantly enlarged and capital participation is high.
In the textile and clothing export sector, Huafu Fashion (002042) is the domestic textile yarn leader, with a considerable proportion of export business, and the United States is its important export destination.
After the implementation of the tariff refund policy, it is expected to ease the export cost pressure of enterprises, enhance the competitiveness of products in overseas markets, and increase institutional attention.
Jiansheng Group also has an important position in the field of textile and clothing exports and will also benefit from the advancement of the tariff refund policy.
In the home appliance overseas sector, Hisense Video and Midea Group are industry leaders.
They already have a certain market share in overseas markets, and the tariff refund policy will help reduce their export costs and further expand overseas markets.
Chuangyuan Co., Ltd. and Jiayi Co., Ltd. in the foreign trade OEM manufacturing sector will also benefit from the tariff refund policy to reduce production costs and improve the market competitiveness of their products.
From the perspective of market attention, stocks such as Jihong Shares, SV Times, and Huafu Fashion have become the focus.
The recent performance of these stocks also reflects the positive market reaction to the tariff refund policy.
However, it should be reminded that the above content is only a summary of public market information and does not constitute any investment advice. The stock market is risky, so investment needs to be cautious.
Which segment in the export chain do you think has clearer opportunities?
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