台湾和越南对美贸易逆差超过中国大陆

Core Insights - The trade deficit of the United States with Vietnam exceeded that with mainland China for the first time in May, reaching approximately $14.7 billion, while the deficit with China was about $13.9 billion [2][4] - The U.S. trade deficit with mainland China has dropped to its lowest level in nearly 21 years, approximately $9.5 billion in June, due to the strong tariff measures imposed by the Trump administration [4][6] - The U.S. trade deficit with Taiwan also reached a record high of about $12.6 billion in June, surpassing that with mainland China for the first time since 2002 [2][6] Trade Dynamics - The U.S. imports from mainland China are projected to account for nearly 15% of total imports by January 2025, but this figure has decreased to 7% as of June [6] - The increase in trade deficits with countries like Vietnam, Indonesia, Malaysia, Taiwan, and Thailand indicates a shift in U.S. import sources, potentially filling the gap left by reduced imports from China [6][8] - The Trump administration is on high alert for "circumvented exports," which are products exported to the U.S. via countries with lower tariffs to avoid high duties [8] Government Actions - The Trump administration has raised tariffs on circumvented exports to 40% and plans to impose fines for such practices [8] - The U.S. Department of Justice has announced plans to strengthen enforcement against U.S. companies evading tariffs [8] - The complexity of U.S. tariffs, which vary by country, region, and product category, makes it challenging to analyze the overall impact of the trade war on the U.S. economy [8]