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Avary Holding(Shenzhen)Co., Limited (SZSE:002938) Stock Has Shown Weakness Lately But Financials Look Strong: Should Prospective Shareholders Make The Leap?
Cost pressure or shared by three parties? Apple is impacted by Trump's tariff policies, prompting a response from the "fruit supply chains."
① Under the new tariff policy of Trump, Apple Inc. may face a sudden increase in costs due to the Global supplier strategy; ② Since April 3rd, Apple and its supply chain stocks have significantly dropped, with the three major A-share supply chain companies falling more than 30%; ③ Several interviewees believe that Apple may address this cost pressure through three aspects: increasing terminal prices, compressing supply chain costs, and bearing the costs itself.
Avary Holding (002938.SZ): The company's capital expenditure plan for this year is 5 billion.
On April 9, Gelonghui reported that Avary Holding (002938.SZ) recently stated in investor relations activities that the company's capital expenditure plan for this year is 5 billion, with major investment projects including the Thailand park, flexible board expansion, and high-end HDI and SLP projects in Huai'an's three parks.
Avary Holding (002938.SZ): This tariff incident has no direct impact on the company yet.
Gelonghui reported on April 9th that Avary Holding (002938.SZ) stated in a recent investor relations activity that although the company has a high export ratio, it has almost no direct sales to the USA. The company's products are delivered to domestic and downstream assembly plants located in Asia, and most of the raw material procurement comes from Asia, with a low percentage sourced directly from the USA. Therefore, at present, this tariff event has no direct impact on the company. The company will closely monitor changes in the relevant situation and actively maintain communication with customers to negotiate the best solutions.
Lacklustre Performance Is Driving Avary Holding(Shenzhen)Co., Limited's (SZSE:002938) 31% Price Drop
Peng Ding Holdings: 2024 Annual Report
