#美国加征关税 Deep Analysis of the Impact of the New Round of U.S. Tariffs on China
In May 2024, the U.S. government announced new tariffs on approximately $180 billion worth of Chinese goods, covering multiple key areas such as electric vehicles, lithium batteries, and photovoltaic products. This tariff policy will be implemented in phases starting in the fourth quarter of this year and is expected to have far-reaching effects.
Key areas of tariff increases and their extent:
New Energy Vehicles: Tariffs on electric vehicles increase from 25% to 100%
Green Energy: Tariffs on lithium batteries increase from 7.5% to 25%, photovoltaic modules increase to 50%
High-Tech Products: Tariffs on semiconductors increase to 35%, and new 25% tariffs on AI chips
Market Impact Assessment:
Impact on the U.S.:
Electric vehicle prices may rise by 40-60%
Solar project costs increase by about 30%
May push inflation up by 0.5-1 percentage points
Impact on China:
Profit margins of new energy export companies under pressure
Accelerated shift of the supply chain to Southeast Asia
Forced upgrade and transformation of industries
Recommendations for companies:
Explore diversified markets (EU, ASEAN, etc.)
Consider establishing factories overseas (Mexico, Vietnam, etc.)
Enhance product technological content and added value
Experts point out that this round of tariffs may trigger:
Accelerated restructuring of global supply chains
China's retaliatory measures
Reconfiguration of the industrial landscape in the medium to long term