点评：美国对中国出口至美国商品产品加征关税，整体影响有限。

Group 1: Tariff Impact Overview - The overall impact of the U.S. tariffs on Chinese exports is considered limited[1] - Semiconductor tariffs increased from 25% to 50%, with only 1.7% of China's semiconductor exports directly going to the U.S.[4] - Electric vehicle tariffs rose from 25% to 100%, affecting only 0.38% of China's total vehicle exports to the U.S.[4] Group 2: Specific Product Analysis - Power battery tariffs increased from 7.5% to 25%, with expected direct exports to the U.S. from CATL projected at 3-5 GWh, representing 2% of the company's total battery shipments[4] - Energy storage battery tariffs also increased from 7.5% to 25%, effective in 2026, with no immediate impact[4] - Photovoltaic tariffs rose from 25% to 50%, with exports to the U.S. accounting for only 0.2% of total exports in Q1 2024[4]