#美国加征关税 In-depth Analysis of the New Round of U.S. Tariff Policy on China: Impacts and Responses
2024 Latest Trade Policy Shows that the U.S. Government Will Impose Tariffs on Approximately $300 Billion of Chinese Goods, Focusing on Strategic Industries Such as New Energy and Semiconductors. This Policy Will Be Implemented in Phases Starting in the Fourth Quarter of This Year, Expected to Reshape the Global Supply Chain Landscape.
Analysis of Key Areas of Increased Tariffs:
New Energy Industry:
Tariff on Electric Vehicles Increased from 25% to 100%
Tariff on Lithium Batteries Increased from 7.5% to 25%
Tariff on Photovoltaic Modules Increased to 50%
High-Tech Sector:
Tariff on Semiconductor Equipment Increased to 35%
New 25% Tariff on Artificial Intelligence Chips
Quantum Computing Equipment Included in Taxation for the First Time
Market Impact Assessment:
Short-term Impact:
China's Exports to the U.S. Expected to Decrease by 15-20%
Affected Industries May See Job Reductions of 5-8%
Corporate Profit Margins Will Be Significantly Squeezed
Long-term Effects:
Accelerate Diversification of Global Supply Chains
Promote Transformation and Upgrading of China's Manufacturing Industry
Potentially Change the Global Industrial Division of Labor
Corporate Response Recommendations:
Explore Diversified Markets (EU, ASEAN, etc.)
Consider Overseas Production Bases (Mexico, Vietnam, etc.)
Enhance Product Technology Content and Added Value
Establish Professional Trade Compliance Teams
Expert Opinions:
Tariff Policy May Raise U.S. Inflation by 0.5-1 Percentage Points
China May Introduce Reciprocal Countermeasures
Global Trade Landscape Faces Deep Adjustment