#美国加征关税 New Tariffs Imposed by the U.S. on China: Industry Impact and Global Supply Chain Restructuring
In May 2024, the U.S. government announced new tariffs on approximately $180 billion worth of Chinese goods, focusing on the new energy sector, including electric vehicles, lithium batteries, and photovoltaic products. This policy will be implemented in phases starting September 1 of this year, marking a new phase in U.S.-China trade relations.
Key areas of increased tariffs and their rates:
Tariff on electric vehicles increased from 25% to 100%
Tariff on lithium batteries increased from 7.5% to 25%
Tariff on solar cells increased from 25% to 50%
New 25% tariff on semiconductors
Market impact forecasts:
Impact on the U.S.:
Electric vehicle prices may rise by 40-60%
Cost of solar projects increased by about 30%
Inflation rate may rise by 0.5-1 percentage points
Impact on China:
Profit margins of new energy export enterprises under pressure
Accelerated transfer of the industrial chain to Southeast Asia
Forced upgrading and transformation of industries
Recommendations for enterprises:
Explore diversified markets (EU, ASEAN, etc.)
Consider establishing overseas production bases (Mexico, Vietnam, etc.)
Enhance product technological content and added value
Strengthen supply chain risk management
Expert opinions:
Global supply chains will face restructuring
China may introduce reciprocal countermeasures
In the medium to long term, it may change the global trade pattern