In April, renowned institutions conducted concentrated research, focusing on the impacts of the recent fluctuations in the United States’ so-called “reciprocal tariff” policy. Global investment is once again centering on the resilience of supply chains and the strategies employed by export-oriented companies. Notable firms such as BlackRock, Temasek, Sequoia Capital, China Europe International Fund, CICC, and Citigroup have recently appeared on the research lists of electronic component companies, including Luxshare Precision, Anker Innovations, and Crystal Optoelectronics.
In light of the uncertainties surrounding the U.S. “reciprocal tariff” policy, institutional investors are particularly interested in how companies plan to respond. Many companies have indicated that despite ongoing external disruptions, their core competitiveness and global operational capabilities remain the primary factors determining their ability to navigate through economic cycles.
BlackRock and Temasek, for instance, recently held an investor meeting with Luxshare Precision, which attracted participation from over 500 institutions, including major players like Southern Fund, Morgan Stanley, Sequoia Capital, Bank of Communications, Temasek, Gao Yi Asset, and China Merchants Bank. As a leader in precision manufacturing, Luxshare Precision has long focused on sectors such as consumer electronics, automotive, and telecommunications. Their product portfolio spans multiple fields, including consumer electronics, automotive, telecommunications, industrial, and medical sectors, providing clients with a comprehensive range of core components, modules, and system-level product solutions.
During the investor meeting, a question was raised regarding the high tariffs faced by production in Vietnam under the U.S. “reciprocal tariff” policy. Luxshare Precision responded that manufacturing consumer electronics in Vietnam offers excellent cost-effectiveness, which is primarily reflected in the benefits to brand clients. The company’s global production base is well-structured, allowing it to overcome extreme situations, and while costs may be passed on, the ultimate impact will depend on the company’s competitiveness.
Regarding how the company plans to cope with the U.S. “reciprocal tariff” impacts in the short term, Luxshare Precision noted that businesses exporting to the U.S. would likely maximize shipments to meet foreseeable demand in the second quarter or April before reassessing the situation. This is considered a normal reaction. If tariffs are passed on, it could lead to reduced consumer demand or economic downturns in the second quarter; however, Luxshare, as a leading quality manufacturer, is expected to experience minimal effects. Overall, the company’s operational performance is anticipated to be only slightly impacted by the tariff adjustments.
Similarly, Anker Innovations recently held an investor meeting that attracted over 200 participating institutions, including Sequoia Capital, Ruijun Asset, CITIC Securities, China Life, China Europe International Fund, and Goldman Sachs Asset Management. Anker specializes in the development and sales of smart mobile peripherals, smart home products, and computer accessories, with its “Anker” brand enjoying a leading market share on major e-commerce platforms like Amazon. The company’s international sales mainly come from developed markets such as North America, Europe, Japan, and the Middle East.
During the meeting, investors inquired whether the expansion of Anker’s new energy storage product line and new markets, such as Australia and New Zealand, would be slowed down due to the U.S. “reciprocal tariff.” Anker Innovations clarified that it has no plans to delay progress in new categories. In fact, consumer-grade energy storage remains a key strategic focus for the company this year, mainly covering portable energy storage, balcony photovoltaic systems, and home energy storage. The company has extended its home energy storage offerings to Australia and Canada and plans to continue exploring new markets. Portable energy storage and balcony photovoltaic systems have also performed exceptionally in the European and American markets, where Anker has become a leader in the balcony energy storage sector.
In terms of new market exploration, Anker is intensifying efforts in non-U.S. markets. For instance, after two years of economic recovery in Europe and given the company’s previous limited presence in the region, there is still significant growth potential in both regional and channel coverage. Currently, Anker is actively expanding into potential areas in Northern and Central Europe and aims to improve market penetration in Europe through more refined operations, including adjusting product offerings to meet diverse regional consumer needs. Additionally, Anker will continue to focus on potential markets in Southeast Asia, Latin America, Australia, and mainland China.
Furthermore, Crystal Optoelectronics held a research meeting that drew over 200 investment institutions, including CICC, Harvest Fund, Franklin Templeton, Sequoia Capital, Citigroup, and Schroders. Crystal Optoelectronics is a well-known manufacturer specializing in the research, production, and sales of precision thin-film optical products, engaging in fields such as optical imaging, thin-film optical panels, automotive electronics (AR+), and reflective materials. The company has established five major business segments: optical components, thin-film optical panels, semiconductor optics, automotive electronics (AR+), and reflective materials.
In light of the strong uncertainties surrounding the U.S. “reciprocal tariff” policy, investors are keen to know whether the company will adjust its strategic direction and maintain collaboration with major clients. Crystal Optoelectronics affirmed that as a Chinese enterprise, it will adhere to national policies in the current macro environment as a fundamental principle. The company stated that tariffs have minimal direct impact on operations, although indirect effects may exist. The global supply chain structure for the consumer electronics industry, including mobile phones, remains unchanged, and the company’s previously stated strategic guidelines of “globalization, technology-driven, and open cooperation” will not waver due to tariff policies. Regarding major clients, Crystal Optoelectronics noted that they have not only contributed to profitability but have also enhanced the company’s organizational and operational capabilities, providing comprehensive benefits. The company maintains a healthy cash flow, which it prioritizes in the current situation to ensure precise investments and enhance resilience against risks.
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