Group 1 - The U.S. government has imposed anti-dumping duties of up to 160% on graphite products imported from China, significantly escalating trade tensions ahead of a planned visit to China by President Trump [1][3] - The duties include both anti-dumping and countervailing duties, raising the effective tariff on graphite from around 3% to over 160%, which could severely impact U.S. companies reliant on these materials [3][5] - The U.S. imports approximately 180,000 tons of graphite annually, with two-thirds sourced from China, particularly in high-end synthetic graphite where the dependency is even higher at 68% [7] Group 2 - Tesla faces two options: absorb the increased costs, which would reduce profits, or pass the costs onto consumers, potentially affecting already weak electric vehicle sales [8] - The U.S. is attempting to build a supply chain independent of China, but this effort is complicated by the significant time required to establish domestic production capabilities, which could take several years [9][12] - The geopolitical context suggests that the high tariffs may serve as leverage in upcoming negotiations, with the potential for trade-offs in other areas such as agricultural products or aerospace [11][14] Group 3 - The imposition of high tariffs may inadvertently harm U.S. industries, particularly electric vehicle manufacturers, by creating a supply chain crisis before domestic production can ramp up [12] - Chinese companies may seek to adapt by relocating production to other countries, thereby transforming from Chinese manufacturing to global technology [14]
特朗普对华下狠招!160%关税砸向中国?美国这次制裁,损失惨重!
Sou Hu Cai Jing·2026-02-15 06:51