为关税铺路？美国商务部调查无人机、多晶硅，专家：对美自身影响也较大

Group 1 - The U.S. Department of Commerce has initiated two investigations related to drone systems and their components, as well as a national security investigation into polysilicon and its derivatives used in solar panels and semiconductors, potentially paving the way for higher tariffs on these imports [1][2] - The investigations were launched under Section 232 of the Trade Expansion Act, with results expected within 270 days, and public comments due by August 6 [1] - The investigations may lead to additional tariffs if deemed necessary for national security, following previous actions against imports of steel and aluminum [1][3] Group 2 - The U.S. aims to localize its drone supply chain to a "national security" level, but this may disrupt the global drone supply chain and could lead to inefficiencies in producing high-quality drones domestically [2] - China dominates the market for commercial drones, producing 70% to 80% of the global supply, and holds an 80% market share in polysilicon production [2] - U.S. efforts to impose targeted tariffs and restrictions on Chinese imports reflect a strategic shift in trade policy, focusing on specific sectors rather than broad technology restrictions [3]