税率飙至3500%！特朗普对中方4个友国额外加税，但没有一个背刺中国

Core Viewpoint - The U.S. Department of Commerce has issued a positive final ruling on anti-dumping and countervailing duty investigations against crystalline silicon photovoltaic cells from Cambodia, Malaysia, Thailand, and Vietnam, imposing significant tariffs that could severely impact the solar industry in these Southeast Asian countries [1][3]. Group 1: Tariff Implications - The anti-dumping tax rates for solar products from the four Southeast Asian countries range from 0% to 271.28%, while countervailing duty rates range from 14.64% to 3403.96%, indicating a vast disparity based on origin and manufacturer [1]. - The imposition of tariffs, particularly the over 3500% rate on Cambodian manufacturers, is seen as a retaliatory measure due to their non-cooperation in trade investigations [1][3]. Group 2: Geopolitical Context - The U.S. aims to pressure these Southeast Asian nations to distance themselves from China, as evidenced by previous warnings that tariff exemptions would only be granted if they severed supply chain ties with China [3]. - Despite U.S. efforts, none of the four countries are willing to compromise their trade relationships with China, reflecting a growing influence of China in the region [3][5]. Group 3: U.S. Domestic Economic Concerns - The tariffs are part of a broader strategy by the Trump administration, which is facing challenges in negotiating trade agreements and is under pressure to lower interest rates through the Federal Reserve [5]. - The lack of successful negotiations with other countries within the remaining 70 days of the tariff suspension period puts the Trump administration in a precarious position regarding its trade policy [5]. Group 4: Regional Responses - Thailand's Prime Minister announced a postponement of planned tariff negotiations with the U.S., signaling a lack of willingness to engage with U.S. demands [7]. - Malaysia has strengthened its bilateral relations with China, including signing a visa exemption agreement, further solidifying its partnership and reducing U.S. leverage [7].