一文尽知｜特朗普宣布新关税最高达100%！谁最受伤？

Group 1: Tariffs on Heavy Trucks and Furniture - President Trump announced a 25% tariff on all imported heavy trucks, effective from October 1, 2025, as part of a broader strategy to protect U.S. manufacturers [1][3] - The U.S. Department of Commerce had previously initiated an investigation into whether the import of medium and heavy trucks poses a national security threat [3] - The tariffs aim to bolster U.S. truck manufacturers like Peterbilt, Kenworth, and Freightliner, but previous tariffs on steel and aluminum have already increased production costs for American truck manufacturers [4][5] Group 2: Impact on the Mexican Truck Manufacturing Industry - Mexico is the largest exporter of medium and heavy trucks to the U.S., with 95% of its exports going to the U.S. market [5][6] - The U.S. imported nearly $128 billion worth of heavy vehicle parts from Mexico last year, indicating a significant reliance on Mexican manufacturing [5] - The tariffs may affect companies like Stellantis, which produces heavy Ram trucks in Mexico, and Volvo Group, which is investing $700 million in a new heavy truck factory in Monterrey, Mexico [4] Group 3: Pharmaceutical Industry Implications - Trump announced a 100% tariff on all imported brand-name and patented drugs unless companies have already begun construction of manufacturing plants in the U.S. [7] - The pharmaceutical industry has been responding to potential tariffs by announcing significant investments in U.S. manufacturing, with over $350 billion pledged by various companies [8][9] - The tariffs could hinder the development of new drugs in the U.S. due to increased costs, potentially leading to greater reliance on foreign research and development [9] Group 4: Furniture Industry and Inflation - Trump stated that tariffs on furniture are necessary to restore the strength of U.S. manufacturing, with previous tariffs already pushing furniture prices higher [10][11] - The furniture manufacturing sector has seen a significant decline in jobs, with employment halved since 2000, currently standing at approximately 340,000 [11] - The U.S. imported about $25.5 billion worth of furniture in 2024, a 7% increase from 2023, with around 60% of imports coming from countries like Vietnam [12]