美国将调查中日欧等的“产能过剩”,探讨制裁
日经中文网·2026-03-12 07:40

Core Viewpoint - The U.S. government, under the Trump administration, is initiating an investigation into "overcapacity" affecting 16 countries and regions, including Japan, China, and the EU, under Section 301 of the Trade Act, with potential sanctions and export controls being considered [2][4]. Group 1: Investigation Details - The investigation will assess various products for overcapacity and explore the imposition of punitive tariffs and export controls based on the findings [2][5]. - The U.S. Trade Representative (USTR) aims to conclude the investigation by late July, with public comments being collected until April 15 and hearings scheduled for May [5]. Group 2: Context and Implications - The Section 301 of the Trade Act allows for punitive measures against countries using unfair trade practices, previously utilized against China for intellectual property violations [4]. - The current investigation is seen as a replacement for the previously deemed unconstitutional "reciprocal tariffs," with a temporary 10% additional tariff imposed for 150 days under Section 122 of the Trade Act [4]. Group 3: Broader Trade Issues - The concept of overcapacity is being framed as a new justification for tariffs, replacing the previous focus on trade deficits, with various trade issues being interpreted as signs of overcapacity [6]. - The USTR has indicated that investigations into "forced labor" will also be initiated, potentially involving around 60 countries and regions, alongside other themes like digital regulation [7].

美国将调查中日欧等的“产能过剩”,探讨制裁 - Reportify