组合拳应对“关税” 立讯精密、蓝思科技、道通科技等企业“主动破局”

Core Viewpoint - The article discusses how domestic manufacturing companies are proactively addressing the uncertainties brought by the U.S. "reciprocal tariffs" through strategic global expansion and supply chain adjustments [1][2]. Group 1: Company Responses to Tariff Changes - Companies in the electronics supply chain, such as Luxshare Precision (立讯精密) and Lens Technology (蓝思科技), have stated that the impact of the new tariffs is limited, as the burden of tariffs is typically borne by the importers rather than the exporters [2][3]. - Luxshare Precision has diversified its customer base and established production bases in various countries, including Vietnam, Indonesia, and Mexico, to mitigate risks associated with market fluctuations and geopolitical uncertainties [4][5]. - Lens Technology has built a robust global supply chain with nine R&D and production bases worldwide, allowing it to effectively manage tariff risks through strategic global business expansion [4][5]. Group 2: Strategies for Mitigating Tariff Impact - Daotong Technology (道通科技) has implemented a multi-faceted response mechanism, including increasing safety stock in the U.S. and establishing a local factory in North Carolina to produce products that meet U.S. subsidy standards [6]. - The company is also considering relocating some production processes to its U.S. facility to further reduce tariff impacts [6]. - Companies are increasingly shifting production to low-tariff regions like Mexico, which benefits from zero-tariff agreements under the USMCA, thereby minimizing tariff-related risks [7][8]. Group 3: Globalization and Market Expansion - Many manufacturing companies are adopting a globalized approach to counteract tariff impacts, with a consensus on the importance of global supply chain coordination [7]. - Companies are exploring new markets, including CPTPP and ASEAN, to diversify their export destinations and reduce reliance on any single market [7][8]. - Huakin Technology (华勤技术) has established a dual supply system with core domestic bases and overseas VMI bases, allowing for dynamic balance in production to meet U.S. delivery demands [8].