Today (March 25), today (March 25), three big indexes are collectively weaker, while cross-border e-commerce sectors are stronger against the trend, with individual stocks setting off a tide of limits, Guangdong Saca Precision Manufacturing Co.Ltd(300464) , Taiyuan Lionhead Cement Co.Ltd(600539) rise and stop.
352 items of imported goods are exempted from tariffs
On the news side, the office of the U.S. trade representative issued a statement on the 23rd local time, announcing the re exemption of tariffs on 352 goods imported from China. The new provisions will apply to goods imported from China from October 12, 2021 to December 31, 2022. According to Guotai Junan Securities Co.Ltd(601211) Research Report, according to the data of the US Customs in 2021, the amount of exempted products involved in this time is about US $61.9 billion, accounting for about 21% of the total amount of additional tariffs (US $287.8 billion in 2021) and about 12% of China's total exports to the United States (US $536.1 billion in 2021).
At present, a number of listed companies have indicated that the tariff exemption has a positive impact on the export business of enterprises According to the list released by the company, the total tariff exemption of the company will also have a positive impact on the U.S. market. In addition, Guangdong Yizumi Precision Machinery Co.Ltd(300415) , Yangzhou Seashine New Materials Co.Ltd(300885) , Jiangsu Tongrun Equipment Technology Co.Ltd(002150) , Hl Corp (Shenzhen)(002105) also said that the tariff exemption would benefit the export of enterprises.
According to Guotai Junan Securities Co.Ltd(601211) statistics, this exemption mainly includes electrical equipment such as motors and water pumps, mechanical equipment such as filters and water purifiers, consumer goods such as furniture, bicycles and textiles, some plastic products, some auto parts, steel and other base metal products, medical equipment such as X-ray hardware, and some chemical products etc. According to the two digit HS code, the exemption amount of chapter 85 motor, electrical and audio equipment, chapter 84 boiler, mechanical appliances and parts, chapter 39 plastics and their products, and chapter 94 furniture, lamps and bedding accounts for about 75% of the total exemption amount.
external expectations are expected to be repaired and export chain companies are expected to be flexible
Boosted by the favorable tariff exemption, today's cross-border e-commerce concept stocks set off a rising tide, and the sectors related to the exempted commodities such as home appliances and textiles also strengthened collectively. At present, US inflation continues to be high. According to the data released by the US Department of labor on the 10th, the US consumer price index (CPI) rose 0.8% month on month and 7.9% year-on-year in February, the largest year-on-year increase since January 1982. Some analysts believe that the US exemption from some tariffs on China this time will help alleviate the US inflationary pressure and curb further inflation to a certain extent.
Guoyuan Securities Company Limited(000728) 35 \35, 47%, 78%, 94%, 94%, 90%. Although the external environment of the export chain is relatively pessimistic at present, the exemption of some tariff measures against China will repair the external pessimistic expectation and bring greater upward flexibility to the export chain companies. It is suggested to pay attention to: Joy Kie Corporation Limited(300994) , Changzhou Kaidi Electrical Inc(605288) , Zhejiang Jiecang Linear Motion Technology Co.Ltd(603583) , Ningbo Daye Garden Machinery Co.Ltd(300879) , Xiamen Intretech Inc(002925) , Loctek Ergonomic Technology Corp(300729) .
