#美国加征关税 In-Depth Analysis: The Impact and Response to the Latest Tariff Policy by the United States

In May 2024, the U.S. government announced a new round of tariffs on approximately $300 billion worth of goods from China, which is the largest unilateral trade protection measure in recent years. The new tariff policy will be implemented in phases starting in the fourth quarter of this year, affecting multiple key industrial sectors.

Analysis of Key Tariff Categories:

New Energy Sector: Tariffs on electric vehicles skyrocketed from 25% to 102.5%, and tariffs on lithium batteries increased from 7.5% to 27.5%.

High-Tech Products: Tariffs on semiconductor equipment rose to 35%, and a new 25% tariff was added on AI chips.

Basic Industrial Products: Tariffs on steel and aluminum products increased to 30%, and a new 20% tariff was added on rare earth materials.

Impact Assessment on the Supply Chain:

Short-Term Impact:

China's exports to the U.S. are expected to decrease by 18-22%.

Relevant industries may lose 5-8% of jobs.

Corporate profit margins will be significantly squeezed.

Long-Term Impact:

Accelerate the diversification of global supply chains.

Promote the transformation and upgrading of China's manufacturing industry.

Potentially reshape the global trade landscape.

Corporate Response Strategy Recommendations:

Market Diversification: Explore alternative markets such as the EU and ASEAN.

Globalization of Production Capacity: Establish production bases in Mexico, Southeast Asia, and other locations.

Product Upgrading: Increase technological content and added value.

Compliance Management: Establish a professional trade compliance team.

Special Attention:

The increase of tariffs on photovoltaic components to 50% will affect U.S. renewable energy plans.

New tariffs on medical devices may raise healthcare costs in the U.S.

Restrictions on semiconductor equipment will delay the development of the U.S. chip manufacturing industry.