JPMorgan-China Equity Strategy Taking stock of 2Q25 From tariffs to ...-115471939

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18 May 2025

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文件全名: 《JPMorgan-China Equity Strategy Taking stock of 2Q25 From tariffs to ...-115471939.pdf》
适合读者: 战略规划行业研究员
核心数据: household appliances (103%), furniture & furnishings (100%), textile, and
apparel & footwear (34%). Accordingly, we remove Anta Sports from our
sales at c15%/17% of index-weighted revenues per JPMe (Figure 16). We
exporter picks for 2Q25. Assuming 18% overseas sales and 3x average
3%/3.7% on a first-order impact basis (Figure 20, Figure 21 and Figure 22).
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《JPMorgan-China Equity Strategy Taking stock of 2Q25 From tariffs to ...-115471939》主要包含哪些内容?

Global Markets Strategy This material is neither intended to be distributed to Mainland China investors nor to provide securities investment consultancy services within the territory of Mainland China. This material or any portion hereof may not be reprinted, sold or redistributed without the writte核心数据:household appliances (103%), furniture & furnishings (100%), textile, and;apparel & footwear (34%). Accordingly, we remove Anta Sports from our;sales at c15%/17% of index-weighted revenues per JPMe (Figure 16). We。

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覆盖 2025 年,全文约 25。

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