@家居企业，美国推迟加征关税至2027年

Group 1 - The Trump administration has officially announced the postponement of the planned tariff increase on soft furniture, kitchen cabinets, and bathroom vanity cabinets from January 1, 2026, to 2027, maintaining the current tariff rate of 25% during this period [2] - The initial tariff increase was set to raise kitchen cabinet tariffs to 50% and soft furniture tariffs to 30% in 2026, following a previous executive order signed in September 2025 [2] - The announcement was made on December 31, raising questions about the timing and implications for the industry [2] Group 2 - The postponement of the tariff increase is primarily aimed at alleviating inflation in the U.S. and appealing to voters, as rising prices of household products directly impact living costs [3] - The American Furniture Alliance and other industry organizations have protested against high tariffs, and the delay has led to a surge in stock prices for U.S. furniture retailers [3] Group 3 - The announcement also indicates constructive progress in trade relations with certain partners regarding mutual trade and national security issues related to wood products, creating a more favorable atmosphere for future negotiations [4] - The U.S. accounts for approximately 26% of China's furniture exports, making the postponement beneficial for related enterprises to adjust their market and production strategies [4] Group 4 - Despite the delay, the tariff increase is only postponed, not canceled, and there remains a possibility of an increase in 2027, highlighting the long-term uncertainty in U.S. trade policies, especially concerning wood products and furniture [4] - The U.S. Department of Commerce is conducting additional investigations into various sectors, which may lead to further tariff pressures on related products in the future [6] Group 5 - For Chinese furniture export companies, building core competitiveness is essential for long-term stability in the face of trade fluctuations, emphasizing the need for market diversification and global supply chain strategies [6]