#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 tariff increases and their extent:

Electric vehicle tariffs raised from 25% to 100%

Lithium battery tariffs increased from 7.5% to 25%

Solar cell tariffs raised from 25% to 50%

New 25% tariff on semiconductors

Market impact forecast:

Impact on the U.S.:

Electric vehicle prices could rise by 40-60%

Cost of solar projects may increase by around 30%

Inflation rate may rise by 0.5-1 percentage points

Impact on China:

Profit margins of new energy export companies under pressure

Accelerated shift of the industrial chain to Southeast Asia

Forced industrial upgrading and transformation

Recommendations for companies:

Explore diversified markets (EU, ASEAN, etc.)

Consider overseas production base layout (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

Medium to long-term changes in the global trade landscape