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关税最高竟达3500%!美国又动手了
Guan Cha Zhe Wang·2025-04-22 09:02

Core Viewpoint - The Trump administration has decided to impose high tariffs on solar manufacturers from Southeast Asian countries, following a year-long investigation prompted by U.S. manufacturers' complaints about unfair competition from Chinese companies using these countries as a base for exports [1][5]. Group 1: Tariff Details - Tariffs will be imposed on solar products from Malaysia (34.4%), Thailand (375.2%), Vietnam (395.5%), and Cambodia (3521% due to non-cooperation in the investigation) [1][2]. - Specific companies will face targeted tariffs, including Jinko Solar in Malaysia (41.56%), Trina Solar in Thailand (375.19%), and JA Solar in Vietnam (approximately 120%) [2]. Group 2: Industry Impact - The U.S. solar industry is experiencing significant changes, with imports from the targeted Southeast Asian countries dropping to a fraction of last year's levels, while imports from Laos and Indonesia are increasing [4]. - The Solar Energy Industries Association (SEIA) has criticized the tariffs, stating they will harm U.S. solar manufacturers by raising the prices of imported solar cells [5]. - The tariffs are expected to benefit some manufacturers but will also disrupt the supply chain and create uncertainty in the solar industry, which has been heavily reliant on foreign supplies [5]. Group 3: Geopolitical Context - The U.S. government has accused Chinese solar manufacturers of unfair practices, claiming they are dumping products in the U.S. market through Southeast Asian countries [5]. - China holds a dominant position in the solar supply chain, controlling 90% of the market share in key segments like polysilicon and solar cell components, which has attracted many countries seeking renewable energy [5].