Core Viewpoint - The U.S. government has announced a 50% tariff on imported semi-finished copper products and copper-intensive derivatives, effective from August 1, which may significantly increase costs for U.S. manufacturers and impact the manufacturing sector negatively [1][2]. Group 1: Tariff Announcement - President Trump announced a 50% tariff on all copper imports starting August 1, excluding raw copper and copper scrap from the "232 clause" or reciprocal tariffs [1]. - The new tariffs are part of a broader strategy to boost domestic industries and address trade imbalances, following previous tariffs on steel and aluminum [2]. Group 2: Market Reaction - Following the exclusion of the main refined copper import form from the tariff plan, New York copper prices plummeted over 18% within minutes [2]. Group 3: Domestic Processing and Export Restrictions - The White House has mandated that 25% of high-quality copper scrap and raw copper products must be sold domestically, although this restriction is not expected to have a significant short-term impact, as approximately 40% of U.S. copper scrap and 75% of copper concentrate are already processed domestically [2].
突然暴跌!特朗普宣布:50%关税!
证券时报·2025-07-30 23:56