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Anhui Anli Material Technology (300218.SZ): The overall tariff risk is controllable.
Gelonghui, April 22 - Anhui Anli Material Technology (300218.SZ) announced that recently, the USA has implemented tariff increases on Global trade, resulting in changes to trade rules and order, which has garnered significant market attention. Anhui Anli Material Technology closely monitors policy developments and timely assesses the impact of policy changes on the company. The company's main Business is the research, development, production, and sale of ecological functional polyurethane synthetic leather and composite materials. The company has three main scenarios for sales in the USA: first, the company's products are directly exported to the USA; second, domestic and foreign traders purchase the company's products and then export them to the USA through their channels; third, the USA.
Anhui Anli Material Technology (300218.SZ): Actively focusing on the development of emerging areas such as humanoid robots, and making good preparations and developments in related technologies.
Gelonghui, April 22nd丨Anhui Anli Material Technology (300218.SZ) stated on the investor interaction platform that the company's current products do not involve this area. The company is actively paying attention to the development of emerging fields such as humanoid robots and is making appropriate technical reserves and development efforts.
Anhui Anli Material Technology (300218.SZ): Currently, the capacity utilization rate of Anhui Anli Material Technology headquarters is about 85%.
On April 18, Gelonghui reported that Anhui Anli Material Technology (300218.SZ) stated in a recent investor relations activity that the company's sales prices remain stable. In the first quarter of 2025, the sales unit price of the company's main products increased by 9.43%; currently, the capacity utilization rate of Anhui Anli Material Technology's headquarters is around 85%, while the utilization rate in Vietnam is about 50%.
Anhui Anli Material Technology (300218.SZ): The company's main export sales markets are Southeast Asia and countries and regions such as Mexico.
On April 18, Guanglonghui reported that Anhui Anli Material Technology (300218.SZ) recently stated in an investor relations activity that its main export sales markets are Southeast Asia and countries and regions like Mexico. The company has good channels and influence, and is less affected by USA tariffs.
Anhui Anli Material Technology (300218.SZ): The company is a strategic partner of Anta, having a good and comprehensive strategic cooperation.
Gelonghui reported on April 18 that Anhui Anli Material Technology (300218.SZ) recently stated in its investor relations activities that the company is a strategic partner of Anta and has a good and comprehensive strategic cooperation. The company will actively deepen its cooperation with LI NING, Xtep, and other brands.
Anhui Anli Material Technology (300218.SZ): The company's direct exports to the USA account for approximately 2.55%, which has a minor impact.
On April 18, Gelonghui reported that Anhui Anli Material Technology (300218.SZ) stated on the interactive platform that the recent tariff increase imposed by the USA represents a systemic risk, with the company’s direct exports to the USA accounting for about 2.55%, which has a limited impact; the company's indirect exports to the USA mainly involve some American enterprises and American brands, as the company’s products are primarily sold to Vietnam, Indonesia, India, and Mexico, and after further processing, are then exported to the USA, so the overall impact is limited and minor. The company places great importance on stock price fluctuations, has conducted a detailed analysis of the impact of the tariff increase, and is monitoring public opinion in real time through performance presentation meetings, interactive platforms, and investor relations hotlines.
