Core Viewpoint - The trade war initiated by President Trump is expected to conclude after August 7, with a clear structure of tariffs established for different categories of countries and goods [1][2]. Summary by Sections Tariff Structure - Trump has set up four tariff categories for goods imported into the U.S.: 10% for friendly countries, 20% for normal countries, 30% for unfriendly countries, and a 40% transit tax for goods routed through third countries [2]. Revenue Impact - U.S. customs revenue has significantly increased during the trade war, with net revenue rising from $15.6 billion in April to $27.3 billion in June. Morgan Stanley predicts an annualized customs revenue of $327 billion [4]. Investment Commitments - The commitments from trade partners to invest and purchase U.S. goods are substantial, with Japan and the EU alone promising $1.9 trillion. The total commitments from various partners could exceed $10 trillion [6][7]. Challenges for Chinese Companies - The 40% transit tax poses a significant challenge for Chinese companies that use third countries like Vietnam and Mexico to circumvent tariffs. The implementation of this policy is still pending due to the lack of a clear standard for determining the origin of goods [11][12]. Market Adaptation - Companies must adapt to the new trade environment by finding ways to enter and operate in the U.S. market effectively. This requires both innovation and collaboration among businesses [4][16].
如何面对8月7日之后的世界
Jing Ji Guan Cha Wang·2025-08-06 06:28