What are the US companies most affected by trade conversations with China?

US stock investors are now looking for a new round commercial talks between the administration of US President Donald Trump and China, in light of the presence of trillion dollars at stake for US businesses. According to the analysis conducted by Jillian Wolf and Jenna Martin Adams of the “Bloomberg Intelligence” unit, the average income percentage achieved by the components of the “Standard & Poor’s 500” index reached the sale of goods in China or Chinese businesses during 2024. The separation of China wrote Torsine Behavior, chief economist at Apollo, saying: “The most important point is that if the United States is forced to separate completely from China, it will lead to a significant decline in the gains of the” Standard & Poor’s 500 “index companies that will stop selling its products to Chinese consumers.” US businesses have achieved revenue of 1.2 billion dollars in the sale of goods to Chinese consumers, equal to about four times the amount of trade deficiency in goods between the United States and China, according to an analysis conducted by Toristin behavior. In addition, companies selling manufactured goods in China in the United States have faced extra costs as a result of customs duties imposed by the Trump administration. For example, Matel withdrew his expectations of sales growth in 2025, noting a plan to set up fees on imported games. Trump named the company yesterday, saying that it would impose 100% customs duties at any games produced outside the United States. The impact of the conflict with China despite the problems of isolating the impact of the trade conflict with China on the gains of the “Standard & Poor’s 500” index, but strategic analysts have significantly reduced their expectations for the profits of the index, often due to concern that the state of political uncertainty will harm the growth. Current estimates indicate that the profits of the index will reach about $ 265 during 2025, a $ 273 decline at the beginning of January. China is at the heart of the commercial attack by President Donald Trump second in April, when administration announced the strongest commercial restrictions in a century. Although the fees imposed most countries were postponed 90 days after a week of announcement, the fees on China increased more. Several rounds of revenge measures led to raising US fees on Chinese imports to 145%, while China imposed customs duties by 125% on US goods. The Standard & Poor’s 500 index entered a stage of historical fluctuations once the customs were announced and then suspended, which led to the 15% drop from the beginning of the year to 8. However, the shares ever recovered by the hope that negotiations would lower the fees for the proposed levels. Donald Trump’s statements said on Tuesday that Trump that the achievement of a trade agreement with the United Kingdom was likely to be the first agreement between various agreements, and expressed his confidence that talks with China could lead to tangible progress. But today he returned to publish a statement on social media that he said that the imposition of 80% fees on China “seems appropriate.” The decline in the record of US equities so far during 2025 was only about 3.4%, but many large businesses are still stuck in the fire of the trade war. According to data collected by “Bloomberg”, Apple, manufacturer of smartphones and the giant “inviting” in the field of semiconductor, is picking large revenue from the Chinese market, while Tesla Electric Cars Company achieves more than five sales from China. Joe Gilbert, director of the Governor at ‘Integrity Asset Management’, said: “Technology and clothing companies in the Commercial Blore Center,” said Joe Gilbert, director of the Governor at “Integrity Asset Management”. Gilbert explained that he was avoiding the largest in major capital and retail traders who did not have enough size to carry customs or find two alternative suppliers outside China. With the increasing news coverage of expected trading negotiations, certain sectors are worthy to be under a microscope. Electronic chips of manufacturers are the manufacturing companies for electronic chips and development companies for technology and equipment associated with the heart of the commercial relationship with China, making it during the negotiations in the first confrontation line. According to the analysis of the unit “Bloomberg Intelligence”, the “Montecik Power Systems” businesses, “Complain”, “Lamb Research” and “Qualcomm” – all within the semiconductor sector – are the highest in terms of exposure to the Chinese market within the components of the “Standard & Poor’s 500” index. The season of the results of the first quarter were increasing warnings of various businesses in the semiconductor sector regarding the state of commercial uncertainty, especially with regard to China. Advanced Micro Device has announced that US sales restrictions on China will cost $ 1.5 billion in revenue this year. Regarding the company “Qualcomm”, which is the largest market for its chips, and the largest global smartphone manufacturer, it has issued poor revenue expectations. Install revenue expectations in the current quarter were much lower than analysts, and the company warned that the recession caused by customs duties could undermine the demand for discs. The Philadelphia index of sediments has fallen by 9.7% since the beginning of this year, compared to a 3.4% decline in the “Standard & Poor’s 500” index. Marvel Technology, Teradin, at Semiokont and Amor technology, has led this decline in the Chips index. The consumer sector shows the data of “Bloomberg” supply chains that businesses such as “Nike”, “Eesee Lauder” and “Philip Morris International” have high attendance in the Chinese market. At the same time, Starbucks and McDonald’s have thousands of branches in China. One of the most important examples of the impact of customs duties in this sector is what happened yesterday, as the Stephen Madden Shoe Company withdrew its previous forecast released in February last year, indicating that sales growth is about 20% during the current year, due to ‘major obstacles’ due to customs. As for the company “Amazon”, he said he was preparing for a more difficult business climate in the coming months. The Standard & Poor’s 500 index for the non -essential consumer sector has dropped by 11% so far this year. According to the Gina Martin Adams analysis of “Bloomberg Intelligence”, the car sector is the most exposed car section sector among the “Standard & Poor’s 500” index. Burg Warner and Abitiv receive a large percentage of their revenue from the Chinese market. GM and Ford withdrew their guidelines on the results of 2025, under the pretext of customs duties. General Motors has imported about 55,000 cars from China over the past year. Harley-Davidson also withdrew his forecast for 2025 and noted the ambiguity around US trade policies. The ‘Standard & Poor’s Vehicle 1500’ index for the car and components sector dropped by 23% this year, and the ‘Ginterem’, ‘Fox Factory Holding’ and ‘Winybago Andterez’ businesses were one of the biggest losers. The industrial sector The most important industrial companies in the United States are closely related to supply chains and world markets, and the trade war has already begun to negatively affect ship enterprises, heavy equipment manufacturers. The company “Catpeberler” said that most of the negative impact expected on its work will be due to the retention costs imposed by China, and the company estimated that the cost of customs dollars spans between 250 and $ 350 million in the second quarter. As for the company “Henniel International”, it has been recorded by one of the consultation companies on the list of most important US businesses most vulnerable to the risks associated with China over the past year. Boeing, the largest source of industrial source in the United States, has been subjected to a direct attack by Beijing as part of its retaliation, as the Chinese authorities issued instructions to the airlines last month to receive no additional aircraft from the company, which this year has a shadow of suspicion of the fate of about 50 aircraft, which is allocated to China this year. Massco, which specializes in the production of home improvement products, has withdrawn for the full year. Said the store in the ‘Scicioretics’ Sikioretics, Keith Hughes, that the company’s exposure to Customs fees of China could lead to high prices without 10%, which could cause a loss of 50 to 70 cents in the arrow’s profitability during 2025. In the same context, Matson announced earlier this week that the volume of containers had a drop of about 30% year -on -year since China’s customs duties made in April last year. United Persils Service has not yet spoken to the full year, saying that it will remain with the directions of 2025 if the situation stabilizes. Nevertheless, the company expects a decline in demand for the trade line between the United States of America and China, which is the most profitable road. As far as the company is concerned, “FedEx”, it has fully reduced its provisions for the financial year. The basic materials sector of chemical manufacturing companies to minerals and mining companies, the natural resource sector also has a significant weakness in its relationship with commercial ties between the United States and China. Last month, “Eastman Kimikal” made disappointing predictions about the second quarter results, and noticed several factors, including “customs duties between the United States of America and China”. As for the company “Fribport-McMuran” for the manufacture of buyer, it made it clear that the 145% of customs laid the White House on China were the biggest factor behind the high cost of its goods. Companies also suffer from indirect shocks. A CEO of Mouzaiik Fertilizers Company indicated during a conference to announce the profit by phone that the company carefully monitor the possibility of demand for agricultural crops, due to Chinese buyers to buy grains from alternative sources, such as Brazil.