Core Points - The Ministry of Transport of China issued a new regulation to impose special port service fees on U.S. vessels starting from October 14, 2025, in response to U.S. trade measures against China's maritime and shipbuilding industries [1][2] - The regulation outlines specific provisions for exemptions, reporting requirements, and dynamic adjustments to the fee structure based on circumstances [1] - The U.S. measures are viewed as unilateral and protectionist, violating WTO rules and harming China's shipping and shipbuilding industries [2][3] Group 1: Regulatory Framework - The new regulation consists of ten articles detailing the basis for the fee, scope, standards, collection entities, payment requirements, and penalties for violations [1] - Exemptions are provided for Chinese-built vessels, empty vessels entering Chinese shipyards for repairs, and other vessels recognized for exemption [1] - The regulation requires vessel operators to report information to maritime authorities before arriving at Chinese ports [1] Group 2: U.S. Measures and China's Response - The U.S. Trade Representative's office announced additional port service fees for vessels owned or operated by Chinese companies starting from October 14, 2025, as part of a 301 investigation [1][2] - The Chinese government expressed strong dissatisfaction with the U.S. measures, labeling them as discriminatory and harmful to China's maritime interests [2][3] - China has initiated investigations into companies that assist or support U.S. investigations affecting its shipping and shipbuilding industries [3] Group 3: Economic Implications - The U.S. measures are expected to disrupt global supply chains, increase international trade costs, and potentially raise inflation in the U.S. [2][5] - The impact of the measures will vary based on trade flows and vessel types, with the container shipping market being more affected by U.S. actions, while dry bulk and oil shipping may be more impacted by China's countermeasures [4][5] - Analysts suggest that while short-term costs for shipping companies will rise, long-term effects may lead to a shift in orders to other countries like Japan and South Korea, rather than a significant return of shipbuilding to the U.S. [5]

智通财经APP获悉，美东时间10月14日，美国依据所谓301调查结果，正式对中国海事、物流和造船领 域实施港口费等限制措施。对此，商务部新闻发言人称，美方措施是典型单边主义、保护主义行为，严 重违反世贸组织规则，违背《中美海运协定》平等互惠原则，赋予相关国家航运和造船企业不公平竞争 优势，构成对中国航运、造船等产业的歧视性做法，严重损害中国相关产业利益。中方对此强烈不满， 坚决反对，已于10月10日宣布将对涉及美国旗、美国造、美国公司拥有、参股或经营等美国元素的船舶 收取特别港务费。 答：美方措施是典型单边主义、保护主义行为，严重违反世贸组织规则，违背《中美海运协定》平等互 惠原则，赋予相关国家航运和造船企业不公平竞争优势，构成对中国航运、造船等产业的歧视性做法， 严重损害中国相关产业利益。中方对此强烈不满，坚决反对，已于10月10日宣布将对涉及美国旗、美国 造、美国公司拥有、参股或经营等美国元素的船舶收取特别港务费。 美方措施不仅影响全球供应链稳定、大幅提高国际贸易成本，也会推高美国内通胀，损害美港口竞争力 和就业，影响美自身供应链安全和韧性。美方产业界对此也有很多反对声音，充分显示出美方做法损人 不利己， ...

Core Viewpoint - The Chinese government has strengthened export controls on rare earth materials and related items in response to U.S. trade policies, asserting that these measures are not prohibitive but regulatory, aimed at maintaining national security and international stability [1][2][3]. Group 1: Export Control Measures - On October 9, the Ministry of Commerce announced two measures to strengthen export controls on rare earth materials and technologies, including five types of heavy rare earths, lithium batteries, and artificial graphite anode materials [1][2]. - The spokesperson emphasized that China's export controls are not a ban and that compliant applications will be approved, highlighting a commitment to facilitating legitimate trade [3][4]. Group 2: U.S. Trade Policies - The U.S. has been criticized for its unilateral trade measures, including imposing a 100% tariff and export controls on key software, which the Chinese government views as a double standard [2][4]. - The U.S. has over 3,000 items on its export control list compared to China's 900, indicating a significant disparity in trade restrictions [2]. Group 3: Response to U.S. Actions - In response to U.S. maritime and shipping policies, China will impose special port fees on U.S. vessels starting October 14, which is seen as a necessary defensive measure to protect its industries and ensure fair competition [4][5]. - The Chinese government has expressed a desire for dialogue and cooperation, urging the U.S. to correct its actions and return to negotiations [2][5].

特朗普政府对华发起"301调查"，并征收高额关税，不仅违背其宣称的"支持多边主义"承诺，更凸显美国对华贸易政策的延续性：即通过单边 施压解决自身竞争力问题。 一、美方执意挑衅，中方被迫亮剑 10月14日，美国将对部分中国船舶征收港口费，这是美方基于4月17日发布的"301调查"最终措施所采取的实质性行动。面对这一单边主义行 为，中国商务部新闻发言人最新回应中明确指出：中方的反制是"必要的被动防御行为"。短短八字，背后是中方在长期忍耐、多次沟通无果后 的坚决反击。 "被动防御"这一措辞在外交辞令中极为罕见。它清晰传递了三个信号：第一，中方不主动寻求对抗；第二，美方是矛盾的发起者；第三，中方 已退无可退，反制是唯一选择。这种直白表述，与以往"强烈不满""严正交涉"等常规用语形成鲜明对比，显示出中方对美方顽固态度的失望与 警示。 二、301调查：美式霸凌的"旧瓶装旧酒" 美方此次援引的"301条款"，是典型的单边主义工具。该条款源自美国1974年贸易法，允许美国政府对外国"不合理"贸易行为进行调查并单边 制裁。它绕开WTO多边争端解决机制，自成法官、陪审团与执法者。 具体到本次调查，美方指责中国在海事、物流和造船业 ...

Core Points - The USTR announced modifications based on public comments received regarding the 301 investigation into China's maritime, logistics, and shipbuilding sectors, reflecting consultations with petitioners and advisory committees [1][2] - Key modifications include changes to service fee calculations for foreign-built vehicle transport vessels, the removal of a clause allowing LNG export license suspensions, and the imposition of 100% tariffs on certain shore cranes and cargo handling equipment [1] - Further proposed modifications include fee exemptions for certain long-term leased ethane and LPG transport vessels and additional tariffs of up to 150% on specific cargo handling equipment and parts [1] Group 1 - The USTR's modifications are a response to public input and consultations, indicating a structured approach to the 301 investigation [1] - The changes in service fees and tariffs are expected to impact various sectors, including cranes and chassis, with previous considerations for container tariffs being dropped [2] - The USTR's actions have faced significant opposition from various industry representatives and the Chinese government, highlighting tensions in trade relations [2][3] Group 2 - The Chinese government has expressed strong dissatisfaction with the USTR's measures, labeling them as unilateral and protectionist, which disrupts global supply chains and violates WTO rules [2][3] - China urges the U.S. to adhere to multilateral trade rules and correct its actions, indicating potential retaliatory measures to protect its interests [3]

Core Viewpoint - The U.S. Trade Representative's office announced final measures regarding the Section 301 investigation into China's maritime, logistics, and shipbuilding sectors, with specific port fees for Chinese vessels set to take effect on October 14 [1][2]. Group 1: U.S. Measures - The U.S. measures are characterized as unilateral actions with evident discriminatory implications, significantly harming the interests of Chinese enterprises [2]. - The specific measure involves imposing port fees on Chinese vessels, which is part of the broader investigation into China's shipbuilding industry [1][2]. Group 2: China's Response - In response to the U.S. measures, China announced countermeasures, including the implementation of special port fees on U.S. vessels starting October 14 [3]. - China emphasizes that these countermeasures aim to maintain a fair competitive environment in international shipping and shipbuilding markets, describing them as a form of "legitimate defense" [3]. - The Chinese government urges the U.S. to correct its actions and engage in equal negotiations to resolve the issues at hand [3].

Core Viewpoint - The U.S. Trade Representative (USTR) announced modifications to measures aimed at restoring the U.S. shipbuilding industry, reflecting public feedback and consultations with petitioners and advisory committees [3][4]. Group 1: Modifications to Measures - The USTR has changed the calculation basis for service fees of foreign-built vehicle transport vessels to $46 per net ton, effective from October 14, 2025 [3]. - A clause allowing the suspension of LNG export licenses without meeting certain restrictions on foreign-built vessels has been removed, retroactive to April 17, 2025 [3]. - A 100% tariff will be imposed on certain shore cranes and cargo handling equipment [3]. Group 2: Proposed Further Modifications - The USTR proposed additional modifications, including fee exemptions for certain long-term leased ethane and LPG transport vessels [4]. - Additional tariffs of up to 150% will be levied on certain cargo handling equipment, such as rubber-tired gantry cranes and their components [4]. - The deadline for submitting written comments on the proposed modifications is set for November 12, 2025 [5]. Group 3: Industry Reactions - A senior logistics industry professional indicated that the USTR's Section 301 investigation was initiated over a year ago by domestic companies and is now progressing through the necessary processes [5]. - The USTR's measures are expected to impact cranes and frames, although previous considerations for container tariffs have been abandoned [6]. - The Chinese Ministry of Commerce expressed strong dissatisfaction and opposition to the U.S. measures, labeling them as unilateral and protectionist, which disrupts global supply chains and violates WTO rules [6].

交通运输部在公告中称，2025年4月17日，美国贸易代表办公室发布关于对中国海事、物流及造船业301 调查措施。自2025年10月14日起，将对中国企业拥有或经营的船舶、中国籍船舶及中国造船舶加收港口 服务费，严重违背了国际贸易相关原则和中美海运协定，对中美间海运贸易造成严重破坏。 根据《中华人民共和国国际海运条例》等法律法规和国际法基本原则，经国务院批准，自2025年10月14 日起，对美国的企业、其他组织和个人拥有船舶所有权的船舶；美国的企业、其他组织和个人运营的船 舶；美国的企业、其他组织和个人直接或间接持有25%及以上股权（表决权、董事会席位）的企业、其 他组织拥有或运营的船舶；悬挂美国旗的船舶；在美国建造的船舶，由船舶挂靠港口所在地海事管理机 构负责收取船舶特别港务费。 具体而言，对上述船舶，按航次计收船舶特别港务费，分阶段实施。自2025年10月14日起靠泊中国港口 的，按每净吨400元人民币计收；自2026年4月17日起靠泊中国港口的，按每净吨640元人民币计收；自 2027年4月17日起靠泊中国港口的，按每净吨880元人民币计收；自2028年4月17日起靠泊中国港口的， 按每净吨1120元人民 ...

Core Points - The USTR announced modifications to measures aimed at restoring the U.S. shipbuilding industry, including a 100% tariff on certain shore cranes and cargo handling equipment [1][2] Group 1: USTR Modifications - USTR is modifying the calculation basis for service fees for foreign-built vehicle transport vessels, setting the fee at $46 per net ton, effective from October 14, 2025 [1] - A clause allowing the suspension of LNG export licenses under certain conditions has been removed, retroactive to April 17, 2025 [1] - A 100% tariff will be imposed on certain shore cranes and cargo handling equipment [1] Group 2: Proposed Further Modifications - USTR proposed additional modifications, including fee exemptions for certain long-term leased ethane and LPG transport vessels [2] - Additional tariffs of up to 150% will be applied to certain cargo handling equipment, such as rubber-tired gantry cranes and their components [2] - Payment of certain service fees may be delayed until December 10, 2025, during the public comment period on these proposed modifications [2] Group 3: Industry Reactions - A senior logistics industry professional indicated that the USTR 301 investigation was initiated over a year ago by U.S. domestic companies [3] - The USTR's measures are seen as unilateral and protectionist, with significant opposition from various industry representatives during recent hearings [3] - The Chinese Ministry of Commerce expressed strong dissatisfaction and opposition to the U.S. measures, highlighting their discriminatory nature and potential disruption to global supply chains [3][4]

Core Viewpoint - The Chinese government has announced countermeasures in response to the U.S. imposition of restrictions on China's maritime, logistics, and shipbuilding industries, emphasizing the need for fair competition in international shipping and shipbuilding markets [1][2]. Group 1: U.S. Measures - On April 17, the U.S. Trade Representative's Office announced final measures regarding a 301 investigation into China's maritime, logistics, and shipbuilding sectors, with specific port fees for Chinese vessels set to take effect on October 14 [1][2]. - The U.S. measures are characterized as unilateral and discriminatory, significantly harming the interests of Chinese enterprises [1][2]. Group 2: China's Response - In response, Chinese authorities will impose special port fees on vessels with U.S. elements, including those flagged, built, or owned by U.S. companies, effective simultaneously with the U.S. measures on October 14 [1][2]. - The Chinese government asserts that these countermeasures are a form of "legitimate defense" aimed at maintaining a fair competitive environment in the international shipping and shipbuilding markets [1][2]. - China urges the U.S. to reconsider its actions and seek resolution through equal consultation and cooperation [1][2].