On April 15th, according to the research minutes disclosed by relevant listed companies, topics related to tariffs are the focus of institutional attention, and how to respond to tariff shocks and what preparations have been made are frequently asked by institutions. For the future layout value of the consumer electronics sector, industry institutions believe that the inclusion of electronic products such as mobile phones in the scope of the trade in policy this year will drive an increase in the sales prosperity of consumer electronics terminals. Coupled with the exemption of some electronic consumer products from the US “equivalent tariffs”, the relevant electronic manufacturing industry chain may experience a valuation recovery in the short term.
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