Group 1: Tariffs on Heavy Trucks - President Trump announced a 25% tariff on imported heavy trucks, which follows an investigation by the U.S. Department of Commerce to assess whether such imports pose a national security threat [4] - The tariffs aim to protect U.S. truck manufacturers like Peterbilt, Kenworth, and Freightliner from foreign competition, although previous tariffs on steel and aluminum have already increased production costs for U.S. manufacturers [4][5] - Mexico is the largest exporter of medium and heavy trucks to the U.S., with a significant increase in imports since 2019, raising concerns about the impact of tariffs on the supply chain [5][3] Group 2: Pharmaceutical Tariffs - A new 100% tariff on all imported brand and patented drugs will apply unless companies have already begun construction of manufacturing plants in the U.S. [7] - The pharmaceutical industry has seen a decline in stock prices in Asia following the announcement, with companies like Sumitomo Pharma and CSL experiencing significant drops [7] - Major pharmaceutical companies have committed to investing over $350 billion in U.S. manufacturing and R&D by the end of the century, indicating a shift towards domestic production in response to tariff threats [8][9] Group 3: Furniture Tariffs - Trump stated that tariffs on imported furniture are necessary to restore U.S. manufacturing strength, particularly in states like North Carolina and South Carolina [12] - The furniture and wood products manufacturing sector has seen a significant decline in jobs, with employment halved since 2000 [12] - Recent tariffs have led to a 4.7% increase in overall furniture prices, with living and dining room furniture prices rising by 9.5% over the past year [12][13]
特朗普宣布新关税最高达100%!谁最受伤?
第一财经·2025-09-26 05:49