JP Morgan lists the Chinese stocks that are most negatively impacted by the appreciation of the RMB (Table)

AASTOCKS
2026.02.10 04:57

Stock│Estimated Impact on Net Profit from a 5% Appreciation of RMB against USD

Shenzhou International (02313.HK)│High single-digit number

Superbloom International (02111.HK)│High single-digit number

SMIC (00981.HK)│High single-digit number

USISH (601231.SH)│Approximately -10%

COWELL (01415.HK)│Approximately -10%

Longbai Group (002601.SZ)│Approximately -15%

SINOCERA MATERIAL (300285.SZ)│Approximately -13%

Zhejiang Dingli (603338.SH)│Approximately -7%

Sany (600031.SH)│Approximately -8%

XCMG (000425.SZ)│Approximately -9%

WUXI BIO (02269.HK)│Approximately -10%

WUXI XDC (02268.HK)│Approximately -10%

Jereh (002353.SZ)│Approximately -12%

Sinopec Oilfield Service (01033.HK)│Approximately -8%

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