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为什么欧盟、日韩会和美国签单边的关税协定
Sou Hu Cai Jing·2025-07-28 11:56

Group 1 - The tax imposed is not directly on countries like the EU, Japan, or China, but rather on American consumers, which could negatively impact political support if framed as a direct tax increase on consumers [1] - The purpose of the tax is to address fiscal shortfalls and the expanding U.S. debt gap, while being presented as a means to support American manufacturing and strengthen the country [3] - The imposition of tariffs is expected to lead to increased consumer prices and inflation in the U.S., as consumers will face higher costs for goods [3] Group 2 - Japan has negotiated a 15% tariff rate, which is seen as a favorable outcome compared to the initially threatened 25%-27.5% rate, and this has led to a lack of significant pushback from Japan [3] - South Korea is also expected to negotiate down to a 15% tariff rate, similar to Japan [4] - The U.S.-China temporary tariff situation includes a base rate of 10% with additional rates for specific goods, leading to comprehensive rates that can reach up to 245% for electric vehicles [4][5] Group 3 - Certain technology products, such as semiconductors, are exempt from tariffs, indicating a strategic approach to protect key industries [5] - The overall tariff burden on China is higher than that on the EU and Japan, which may not adversely affect the latter's exports to the U.S. and could even provide them with competitive advantages [5][6] - There is speculation that China may devalue its currency to counteract the impact of U.S. tariffs, although an argument is made that the yuan should appreciate to increase costs for U.S. consumers and contribute to inflation [7]