海信家电：美业务占比低，全球战略抗关税挑战

Impact of Equivalent Tariffs on Global Trade and Hisense Electronics’ Response Impact of Equivalent Tariffs on Global Trade and Hisense Electronics’ Response

Recently, the issue of equivalent tariffs has caused considerable disruption in global trade, prompting numerous A-share listed companies to respond to the policy's effects.

Regarding this, a representative from Hisense Electronics stated that the company has always adhered to a strategy of stable management. By diversifying its production capacity and enhancing the resilience of its supply chain, Hisense Electronics actively responds to market fluctuations. In the 2024 fiscal year, the company's export revenue in the US accounted for less than 3% of its total operating revenue, indicating a relatively small scale of business and a limited impact on the company's overall performance. The company's exports to the US, which include air conditioners, refrigerators, and cold storage units, are primarily supplied by three major production bases in China, Mexico, and Thailand. The export revenue from these bases to the US constitutes approximately 1.8%, 0.5%, and 0.7% of the total revenue, respectively. Hisense Electronics achieves effective buffering against policy fluctuations in a single market through flexible allocation of production capacity across multiple regions.

Confronting the uncertainties in the international trade environment, Hisense Electronics plans to strengthen local construction overseas, continue to promote research, development, and production collaboration, and effectively mitigate the risks of trade policy fluctuations through regional allocation of production capacity. The company also aims to further expand the production capacity of the Monterrey Smart Home Appliances Industrial Park to enhance local supply capabilities in the North American market, reducing the impact of trade barriers. By building a systematic ability to resist risks, Hisense Electronics seeks to ensure long-term stable operations.

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