关税再升级——政策周观察第50期

Group 1: Trade Restrictions - On October 10, President Trump announced a 100% tariff on all Chinese goods imported to the U.S., effective November 1[1] - The U.S. Department of Commerce added multiple Chinese entities to the export control "entity list" on October 8, further tightening trade restrictions[2] - China announced export controls on five categories of rare earth materials and lithium battery components, effective November 8, 2025, claiming limited impact on supply chains[1] Group 2: Regulatory Measures - The U.S. will impose port fees on Chinese vessels starting October 14, as part of the Section 301 measures targeting maritime, logistics, and shipbuilding industries[2] - China responded with its own port fees on U.S. vessels, citing legal grounds to protect its interests[2] - The State Administration for Market Regulation initiated an antitrust investigation against Qualcomm on October 12, indicating increased scrutiny on foreign companies operating in China[2] Group 3: Political Developments - The 20th Central Committee's Fourth Plenary Session is scheduled for October 20-23, focusing on economic and social development under the Party's leadership[3] - The meeting emphasized the importance of high-quality development and risk prevention in the context of the 14th Five-Year Plan[3]