美国豁免芯片、手机、电脑、显示模组等产品的“对等关税”

Core Viewpoint - The U.S. Customs and Border Protection (CBP) has announced an exemption for specific products from the "reciprocal tariffs" effective April 5, 2025, which includes various technology products from China [1][5]. Group 1: Exemption Details - The exemption applies to products listed under certain tariff codes in the Harmonized Tariff Schedule of the United States (HTSUS), including chips, semiconductor equipment, smartphones, computers, and solid-state storage devices [5][6]. - Chinese products falling under these categories will not be subject to the "reciprocal tariffs," allowing for smoother trade relations [5][6]. Group 2: Impact on Companies - Major companies such as Apple, NVIDIA, Samsung, Lenovo, and TCL are expected to benefit from this exemption, as their products will not incur the 125% "reciprocal tariffs" [6][7]. - Apple has previously received exemptions during trade tensions and has announced a significant investment plan in the U.S. amounting to $500 billion [6]. Group 3: Tariff Codes and Product Categories - The CBP has provided a list of HTSUS codes corresponding to the exempted product categories, which include: - 8471: Automatic data processing machines and parts - 8517.13.00: Smartphones - 8523.51.00: Solid-state storage devices - 8541: Semiconductor devices and components [7].