研究显示特朗普关税96%成本由美国国内承担 如同对美国民众征收消费税
Xin Lang Cai Jing·2026-01-19 13:27

Core Insights - The research from the Kiel Institute indicates that tariffs imposed by President Trump on imported goods are primarily borne by U.S. importers and consumers, rather than foreign exporters [1][2][5] - The report highlights that only about 4% of the tariff burden is shouldered by foreign companies, with the remaining 96% passed on to American buyers [1][2][3] Tariff Impact on Trade - The study analyzed the effects of tariffs on exports from Brazil and India, noting that exporters did not significantly lower their prices despite the imposition of high tariffs [3][4] - Brazilian exporters did not substantially reduce their dollar-denominated prices after a 50% tariff was enacted, and similar trends were observed with Indian exporters facing an initial 25% tariff that was later raised to 50% [3][4] Exporter Behavior - Exporters tend to avoid absorbing tariff costs by shifting sales to other markets, leading to adjustments through reduced trade volumes rather than price concessions [4][5] - The preference among exporters is to maintain profit margins rather than reduce them to sustain sales volumes [4]