我国关税调整方案明日起实施 商品影响几何？

Group 1: Import Tariff Adjustments - The State Council Tariff Commission announced adjustments to import tariffs for steel, coal, non-ferrous metals, cotton, and urea effective January 1, 2026 [1] - The total import quota for cotton in 2026 is set at 894,000 tons, with a low tariff rate of 1% for quota imports [3][4] - The sliding tax mechanism for cotton imports will help stabilize domestic market prices by adjusting costs based on import prices [4] Group 2: Impact on Cotton Industry - The adjustment in cotton planting area in major production regions like Xinjiang is expected to draw significant market attention [4] - The new quota application process allows companies to apply for quotas throughout the year, enhancing flexibility [4] - The focus on stabilizing cotton prices and protecting domestic farmers' interests is emphasized through the sliding tax mechanism [4] Group 3: Steel and Coal Industry - The tariff adjustments for steel and coal products remain largely unchanged from 2025, with zero import tax on recycled steel materials [5][6] - China's crude steel production reached 892 million tons in the first eleven months of the year, accounting for 54% of global output [6] - Steel exports hit a record high of nearly 11 million tons, while imports decreased significantly [6][7] Group 4: Urea and Fertilizer Industry - The import tax rate for urea and other fertilizers remains at 1%, supporting food security and stabilizing agricultural production costs [9][10] - The domestic urea production capacity exceeds 70 million tons, indicating self-sufficiency and minimal reliance on imports [11] - The low tax rate is expected to enhance supply flexibility and stabilize market prices, ensuring agricultural production stability [12] Group 5: Non-Ferrous Metals - The import tariffs for copper and aluminum products remain unchanged, reflecting a strategy to ensure stable raw material supply for domestic industries [14] - The focus is on maintaining supply chain security and supporting high-quality domestic industrial development [14] - The cancellation of temporary tax rates on certain products indicates a shift towards more stable tariff policies [15]