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AlcoaAlcoa(US:AA) 证券时报·2025-08-20 00:33

Core Viewpoint - The U.S. Department of Commerce has added 407 product categories to the steel and aluminum tariff list, with a tax rate of 50% aimed at protecting domestic manufacturing and reducing import dependency [2][4]. Group 1: Tariff Implementation - The newly added tariff list includes a wide range of products such as wind turbines and their components, mobile cranes, railway vehicles, furniture, compressors, and pump equipment [3][4]. - The expanded tariff list will officially take effect on August 18 [4]. Group 2: Impact on Companies - U.S. Aluminum Company reported that the tariff policy has significantly increased its production costs, with an additional $20 million in costs in Q1 and $115 million in Q2 due to tariffs on Canadian imports [4]. - Approximately 70% of the aluminum produced by U.S. Aluminum Company in Canada is sold to the U.S., where customers are now paying higher prices compared to other global markets [4]. Group 3: Historical Context and Economic Implications - Current steel and aluminum tariffs are the highest since the 1930s, which is expected to raise prices for these materials, leading to increased production costs for manufacturers and potential job losses in the manufacturing sector [4].