对华加税94%？特朗普开辟新战场，中国两邻国作选择，选中国还是美国

Core Points - The U.S. Department of Commerce has determined that imports of graphite from China are unfairly subsidized, imposing a preliminary anti-dumping duty of 93.5% on these imports, with a final decision expected by December 5 [1] - The new tariffs could significantly increase the cost of electric vehicle batteries, potentially raising prices by approximately $1,000 per battery [3][5] - China supplies over 90% of the world's graphite, which is critical for battery production, making the U.S. heavily reliant on Chinese imports [3][5] Group 1: Tariff Implications - The new tariffs will apply to $347.1 million worth of imported products, specifically targeting anode-grade graphite with a minimum purity of 90% by weight [1] - The effective duty could reach 160% when combined with existing tariffs, leading to increased costs for electric vehicle manufacturers [3] - The imposition of these tariffs is expected to exacerbate supply chain tensions in the global electric vehicle market [3] Group 2: Impact on Industry Players - Korean battery manufacturers face a dilemma as they seek U.S. incentives while relying on Chinese graphite, which will now incur high tariffs [8] - Companies like Tesla and Panasonic, which depend on Chinese graphite, are likely to experience increased production costs or pressure on their operations [3][8] - The U.S. government's actions reflect a strategic move to bolster domestic graphite production, similar to its approach with semiconductor restrictions against China [5]