美正式宣布征收卡车关税，但悄悄免去多项产品对等关税

Core Points - The Trump administration has officially announced a 25% tariff on imported medium and heavy trucks and a 10% tariff on buses, effective from November 1 [1] - A tax credit equivalent to 3.75% of the retail price of vehicles will be extended until 2030 for imported auto parts, encouraging manufacturers to produce vehicles in the U.S. [1] - The new truck tariffs will provide exemptions for trucks imported under the USMCA agreement, only taxing non-U.S. produced components [1] Industry Impact - The heavy truck market in the U.S. is significantly reliant on imports, with an estimated 78% of heavy trucks coming from Mexico and 15% from Canada [1] - The administration has quietly excluded dozens of products from reciprocal tariffs, indicating a strategic shift in trade policy [1] - The Trump administration is also moving to implement tariffs under the Trade Expansion Act, Section 232, to expand tariff measures across various industries [1]