Leyard Optoelectronic

Recently, multiple A-share listed companies have announced receipt of US tariff refunds. Hanshow Technology's wholly-owned subsidiary in the United States has cumulatively received US tariff and interest refunds totaling 23.1064 million US dollars, equivalent to approximately 157 million yuan. After withholding, the impact on the company's 2026 net profit is approximately 71.1716 million yuan, accounting for 15.75% of the most recent audited net profit. Leyard's consolidated subsidiaries have cumulatively received US tariff and interest refunds totaling 16.5598 million US dollars, equivalent to approximately 112 million yuan. The specific impact on 2026 performance remains to be confirmed. Sirio Pharma's overseas subsidiaries have cumulatively received tariff and interest refunds totaling 11.7029 million US dollars, equivalent to approximately 79.4436 million yuan. Rongjie Health's controlled subsidiaries have cumulatively received 7.252 million US dollars, with an expected impact on the company's net profit attributable to the parent of 17.9599 million yuan, accounting for 24% of the most recent audited net profit. Shanghai Jahwa's wholly-owned overseas subsidiary has cumulatively received tariff and interest refunds of 4.6636 million US dollars, equivalent to approximately 32.322 million yuan, accounting for 12.08% of the company's most recent audited net profit. CFMOTO's wholly-owned subsidiary has cumulatively received US tariff and interest refunds of 38.6079 million US dollars, equivalent to 262 million yuan, with an expected impact on 2026 net profit of approximately 183 million yuan, accounting for 10.95% of the most recent audited net profit. Healthcare Co., Ltd.'s consolidated subsidiaries have cumulatively received US tariff refunds of 2.1324 million US dollars, equivalent to approximately 14.4764 million yuan, to be included in 2026 current profit or loss.

Leyard announced that its subsidiary has cumulatively received US$16.56 million in US tariff refunds and interest. Following a US Supreme Court ruling in February 2026 that the additional import tariffs lacked legal authorization and must be fully refunded with interest, US Customs began processing refunds on April 20, 2026. To date, the company has received total tariff and interest refunds of US$16.56 million, comprising US$16.04 million in tariffs and US$520,000 in interest, equivalent to approximately 112 million yuan. In the first quarter of 2026, Leyard achieved revenue of 1.304 billion yuan and net profit attributable to the parent of 17.01 million yuan.