美国发布“关税实施指南”，明确新关税不适用“纽约时间周四0点之前装船商品”

Core Points - The implementation of the "reciprocal tariffs" announced by President Trump will not apply to goods loaded onto ships before August 7, 2023, at 12:01 AM EST, providing a clear framework for the expected increase in tariffs on numerous trading partners [1] - The new tariff rates include a 10% rate for countries with a trade deficit with the U.S., approximately 15% for those with minor trade surpluses, and higher rates for countries with significant trade surpluses, such as Canada facing a rise from 25% to 35% [1][3] - The average tariff rate in the U.S. is projected to increase from 13.3% to 15.2% if the announced rates are fully implemented, a significant rise compared to the 2.3% before Trump's presidency [3] Exemptions and Penalties - Products covered under the USMCA will be exempt from the new tariffs, along with humanitarian aid items like food, clothing, and medicine [2] - The guidelines include punitive measures for goods rerouted through third countries to avoid tariffs, with potential tariffs of up to 40% for such cases [2] Economic Impact - The long-term economic impact of the tariff policy remains uncertain, with critics arguing that these tariffs could increase costs for U.S. consumers and businesses, potentially exacerbating inflation [4] - The Trump administration is expected to release an independent tariff list for pharmaceuticals, semiconductors, and other critical industrial products in the coming weeks, indicating ongoing policy risks for businesses and investors [3]