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突然变脸,美国对华关键领域加160%重税,特朗普不想来看阅兵了?
Sou Hu Cai Jing·2025-07-20 08:41

Group 1 - The U.S. Department of Commerce announced a preliminary anti-dumping duty of 93.5% on imports of anode-grade graphite from China, leading to an effective tax rate of 160% when combined with existing tariffs [1][2] - The U.S. aims to undermine China's market dominance in graphite, which accounts for two-thirds of its imports, to promote "de-China" in its core industries [2][4] - The imported graphite is primarily used in battery manufacturing, particularly for electric vehicles, indicating a strategic move by the U.S. to achieve self-sufficiency in critical materials [4][6] Group 2 - The U.S. government's imposition of high tariffs on Chinese graphite may violate market principles and international trade fairness, as the competitive advantage of Chinese graphite is based on quality and price [6][8] - American automakers, including Tesla, have expressed strong opposition to the tariff policy, as domestic production of graphite cannot meet demand, leading to increased production costs [8][9] - Despite the short-term impact on Chinese graphite exporters, the long-term outlook for the electric vehicle and renewable energy sectors remains positive, with China's competitive edge likely to persist [9][11] Group 3 - The new tariff policy casts a shadow over U.S.-China relations, suggesting that the U.S. is not genuinely seeking cooperation but rather responding to China's growing strength with strategic actions [11]