Core Viewpoint - The ongoing high tariffs between the US and China are likely to exacerbate shortages of daily necessities in the US, while also negatively impacting China's economy due to declining export revenues [1][3]. Group 1: Export Trends - In April, China's exports to the US saw significant declines across various categories, with smartphones down 70%, game consoles down 45%, and thermos bottles down 40%, leading to an overall export decrease of 21% [2]. - The decline in exports is particularly pronounced in household appliances and daily necessities, which are heavily reliant on Chinese imports, accounting for 80-90% of the US market [1][2]. Group 2: Tariff Impact - The US and China agreed to lower tariffs by 115% on May 14, but the current tariff rates remain higher than those before the Trump administration [1][3]. - If high tariffs persist, there is a risk of further shortages and price increases for daily goods in the US, which could lead to a significant economic impact on China as well [3][4]. Group 3: Economic Projections - Estimates suggest that if the current 30% tariffs remain in place, China's exports to the US could decrease by 30% over the next two years, potentially lowering China's GDP by approximately 0.9% [4]. - The high tariff burden may squeeze corporate profits, reduce equipment investment, and lead to job losses in China, contributing to an overall economic slowdown [3][4].
哪些中国商品对美出口大减?
日经中文网·2025-05-21 03:06