印度对华冷轧无取向电工钢正式征收反倾销税—出口企业加快评估经马来西亚转口的合规替代路径

Core Viewpoint - The Indian Ministry of Finance has officially decided to impose a five-year anti-dumping duty on cold-rolled non-oriented electrical steel (CRNO) originating from or imported from China, marking the entry of this product into a high-tax regulatory period in India [1][11]. Group 1: Anti-Dumping Duty Details - The anti-dumping duty will be differentiated by manufacturer, with specific rates set at $223.82 per ton for Wuhan Iron and Steel Corporation, Baosteel Zhanjiang Iron and Steel Co., and Baoshan Iron and Steel Co., while other Chinese manufacturers/exporters will face a rate of $414.92 per ton [1]. - The affected products include cold-rolled non-oriented silicon steel flat products, regardless of whether they are in coils, and cover multiple items under Indian customs codes 7210, 7225, and 7226 [1]. Group 2: Impact on Exporters - The imposition of high anti-dumping duties will significantly increase the cost per ton for Chinese exporters, thereby weakening their price competitiveness in the Indian market [3]. - Indian importers will face increased customs clearance costs and compliance risks, leading to pressure on existing long-term orders to renegotiate or shift procurement sources [3]. - In response to the long-term nature of the anti-dumping measures, some exporting companies are evaluating the option of restructuring their export routes through third countries to mitigate the impact of policy costs [3]. Group 3: Transshipment via Malaysia - The transshipment route through Malaysia has become a focal point for industry evaluation, allowing products to enter the Indian market under a non-Chinese origin status by completing substantial processing and compliance reporting in a third country [4]. - The process involves three stages: exporting from China to Malaysia, local processing in Malaysia to meet origin rules, and re-exporting to India as Malaysian origin [6]. - Compliance with origin rules is critical, requiring substantial processing and documentation to avoid being classified as circumvention of the anti-dumping duties [9]. Group 4: Long-Term Supply Chain Adjustments - The formal imposition of anti-dumping duties indicates that the export of CRNO to India has entered a phase of high barriers and long-term regulatory scrutiny [11]. - Companies are increasingly shifting from a "single origin export" model to a "multi-node supply chain layout," utilizing compliant transshipment methods to restructure market entry paths [11]. - Over the next five years, the ability to adapt origin structures, processing layouts, and compliance capabilities will be key variables determining the competitiveness of electrical steel exporters in the Indian market [11].