据《华尔街日报》分析，迄今已有至少1800家企业为拿回关税资金而发起诉讼，这个数字每天都在增 加，其中包括大型连锁超市开市客、固特异轮胎橡胶公司和大型连锁书店巴恩斯-诺布尔公司等知名企 业。大部分公司在美国最高法院裁决前就已发起诉讼。 美国《华尔街日报》网站日前刊登题为《企业争相索回1300亿美元关税资金》的文章说，美国已有超过 1000家企业起诉特朗普政府，要求退还已缴纳的关税资金，并有更多企业在美国最高法院关税裁决后加 入起诉联邦政府的队伍。文章摘要如下： 特朗普政府关税措施在实施后的前10个月带来至少1300亿美元关税收入。自美国最高法院20日推翻特朗 普的关税政策以来，数十家企业涌向法院加入起诉联邦政府的队伍，试图拿回已经缴纳的关税。 来源：新华社 作者: 刘亚南 不过，退还关税流程尚不清晰，可能耗费很长时间。乐观预期认为，退还关税需要一年或两年时间，而 悲观预测则要耗时更长。 负责处理关税诉讼的美国国际贸易法院虽然经验丰富，但从未面对如此数量或涉及如此规模资金的诉 讼。特朗普日前批评最高法院裁决没有就退还关税给出清晰指引，称"今后5年，我们（联邦政府）可能 一直在打官司"。 ...

Core Viewpoint - The Supreme Court's decision to overturn President Trump's tariffs has prompted businesses to explore ways to recover the levies they have been paying or to sell the rights at a discount now [1] Group 1 - Businesses are now calculating strategies to reclaim the tariffs they have incurred [1] - There is a potential market for selling tariff rights at a discount, indicating a shift in how companies may approach these costs [1]

来源：参考消息 联邦快递起诉美国政府 要求全额退税 当地时间2月23日，记者获悉，全球运输企业联邦快递（FedEx）起诉美国政府要求退还关税款项。联 邦快递已向美国国际贸易法院提起诉讼，请求全额退还根据《国际紧急经济权力法》征收的全部关税。 美国最高法院日前公布裁决，认定美国《国际紧急经济权力法》没有授权总统征收大规模关税。裁决公 布当天，美国白宫网站发布一项经特朗普签署的行政令，确认终止实施此前援引《国际紧急经济权力 法》推出的相关关税措施。法庭记录显示，美国已经有超过1000家企业加入法律诉讼，要求政府返还已 缴纳的关税。参与起诉的包括开市客、锐步等大型企业。 来源 | 央视新闻 审核 | 陈鹏 当地时间2月23日，记者获悉，全球运输企业联邦快递（FedEx）起诉美国政府要求退还关税款项。联 邦快递已向美国国际贸易法院提起诉讼，请求全额退还根据《国际紧急经济权力法》征收的全部关税。 美国最高法院日前公布裁决，认定美国《国际紧急经济权力法》没有授权总统征收大规模关税。裁决公 布当天，美国白宫网站发布一项经特朗普签署的行政令，确认终止实施此前援引《国际紧急经济权力 法》推出的相关关税措施。法庭记录显示，美国已 ...

Group 1: Gold and Silver Market - Gold and silver prices have seen significant increases, with gold reaching $5,156.59 per ounce, up 1.13%, and silver at $87.447 per ounce, up 3.40% as of February 23 [1] - ANZ Bank forecasts gold prices to reach $5,800 per ounce in Q2 2025, while UBS predicts a more aggressive target of $6,200 per ounce, driven by central bank demand, investment needs, rising fiscal deficits, declining U.S. real interest rates, and geopolitical risks [1] Group 2: Agricultural Insurance in China - In 2025, China's agricultural insurance premium income is projected to be ¥155.55 billion, providing risk coverage exceeding ¥5.3 trillion, marking China as the world's largest agricultural insurance market for the second consecutive year [2] - The agricultural insurance sector is evolving from covering material costs to ensuring full cost and income protection, enhancing stability and risk resilience in agricultural production [2] Group 3: Charitable Trusts in China - By the end of 2025, China's cumulative charitable trust registration scale has surpassed ¥10.231 billion, with 2,757 registered charitable trusts [3] - In 2025, 16.94 billion yuan in new charitable trust registrations were added, indicating a growing public recognition of the trust system and a positive trend in charitable activities [3] Group 4: Ant Group's AI Business - Ant Group's AI business has experienced significant growth during the Spring Festival, with "AI Pay" surpassing 100 million users, becoming the first AI-native payment product to achieve this milestone [4] - The "Ant Health" app also reached over 100 million users, with 52% of new users coming from third-tier cities, highlighting the company's market penetration and technological advancements [4] Group 5: Legal Actions Against Tariffs - Following a Supreme Court ruling declaring the U.S. government's large-scale tariff policy illegal, hundreds of companies have filed lawsuits seeking refunds for tariffs paid under the Trump administration [5] - The process for companies to claim refunds remains unclear, and the legal battles could extend for years, as acknowledged by former President Trump [5]

美国最高法院最新裁定，特朗普过去一年多通过《国际紧急经济权力法》所征收的关税不合法。六比三的投票结果中，连特朗普自己提名的大法官也站到了 法院的一方，认为总统在这件事上越权。判决一出来，舆论一片哗然。这个裁定背后，随之而来的问题也十分复杂：这些关税的收入究竟会退回吗？中国企 业能拿回多少呢？这些问题远比表面看起来更加棘手。特朗普这次的败诉是无法否认的事实，法院明确指出，他没有权力单独决定征收关税。法律上是越 权，政策自然就无效。但这可不仅仅是新闻的一个简单报道，更多的现实问题是，这些失效的关税是否应该退回，退多少，又该如何退，法院并没有明确给 出答案。裁定中没有提到"退钱"两个字，虽然从法律角度看，退款是可能的，但实际操作却面临着重重困难。 从特朗普对华关税的规模来看，中国企业理论上可以拿回的款项是相当庞大的。美国每年从中国进口商品所征收的关税大约为2000亿美元，涉及越权的关税 金额超过1750亿美元，而其中中国部分的关税金额可能高达1000亿到1800亿美元。如果全部退还，中国企业无疑将从中大获其利。然而，现实中能够退回的 钱远远没有那么多。法院裁定之后，后续的程序、审核和逐案申报将可能拖延数年，企业要想 ...

据美国全国广播公司2月21日报道，在美国最高法院裁定美国政府大规模关税政策违法后，数百家公司 已提起诉讼，要求退还此前为特朗普政府关税支付的款项。但有经济学家指出，目前企业申请退还已缴 关税的流程尚不明确。美国总统特朗普20日在记者会上承认，最高法院裁决将引发一场旷日持久的法律 缠斗，关于联邦政府是否必须向美国企业退返关税税款，可能"要打五年官司"。 ...

Company Impact - Best Buy (NYSE:BBY) has reduced its 2026 guidance, specifically citing tariff costs as a significant factor. The potential for a refund has been eliminated for the first half of the year, impacting the company's bottom line [3]. - General Motors (NYSE:GM) imports a substantial amount of components from Mexico. The ongoing tariffs, referred to as "Liberation Day" tariffs, will keep input costs elevated through Q2, affecting the company's financial performance [3]. Market Reaction - The odds on Polymarket that President Trump will be forced to refund tariffs have decreased to 28%, down from a high of 39% last week. This indicates a shift in market sentiment regarding the likelihood of a refund [2]. - The Supreme Court's timeline for any ruling on the tariffs is uncertain, with Justice Ketanji Brown Jackson indicating that legal challenges will face complex issues, suggesting that the court is not in a hurry to address the matter [1][2].

Core Point - The retailer is among the largest companies seeking a refund if the Supreme Court overturns emergency tariffs [1] Group 1 - The retailer is one of the biggest companies affected by the potential Supreme Court decision regarding emergency tariffs [1]

Core Viewpoint - The article discusses the potential implications of the U.S. Supreme Court's decision regarding the legality of tariffs imposed by the Trump administration under the International Emergency Economic Powers Act (IEEPA), particularly focusing on the refund process if the tariffs are deemed illegal [3][4]. Group 1: Legal Proceedings and Implications - The Supreme Court's oral arguments indicate skepticism about the legality of the tariffs, with a decision expected as early as December this year or January next year [3][4]. - If the court rules against the Trump administration, over $100 billion in tariffs may need to be refunded, along with potential interest and compensation claims from businesses [4][9]. Group 2: Perspectives from Importers - Importers believe that the refund process will not be chaotic, as customs documentation clearly outlines the tariffs paid on imported goods [6][7]. - Executives from small businesses express confidence in the ease of claiming refunds due to the detailed nature of customs declarations, despite concerns about the current administration's handling of tariff issues [7][8]. Group 3: Economic Impact and Business Challenges - The tariffs are projected to affect $223 billion worth of U.S. exports and could lead to the loss of approximately 141,000 jobs [8]. - The uncertainty caused by frequent changes in tariff laws has created significant challenges for small business owners, leading to increased operational costs [11]. Group 4: Customs and Refund Process - The refund process for tariffs deemed illegal is expected to be straightforward, similar to past practices under the Generalized System of Preferences [10][12]. - However, the potential increase in refund claims may overwhelm customs brokers, who are already facing staffing shortages [10][12].

Core Viewpoint - The U.S. Supreme Court's decision on the legality of tariffs imposed under the International Emergency Economic Powers Act (IEEPA) could lead to significant financial implications, including potential refunds of tariffs amounting to $750 billion to $1 trillion if deemed illegal [1][5]. Group 1: Legal Proceedings and Implications - The Supreme Court is expected to expedite the ruling process, with predictions of a decision as early as December this year or January next year [1]. - If the court rules against the Trump administration, over $100 billion in tariffs may need to be refunded, along with potential interest and compensation claims from businesses [1][5]. Group 2: Perspectives from Importers - Importers, such as DeerStags, believe that the refund process will not be chaotic, as customs documentation clearly outlines the tariffs paid on imported goods [2]. - The CEO of Greenbar Distillery expressed confidence in the ease of reclaiming tariffs due to clear documentation, although there are concerns about the current administration's handling of tariff issues [3]. Group 3: Economic Impact and Business Adjustments - U.S. businesses are facing challenges such as reduced exports and potential retaliatory tariffs from other countries, with estimates suggesting a $223 billion impact on U.S. exports and a loss of 141,000 jobs [4]. - The unpredictability of tariff changes has created significant uncertainty for small businesses, with over 40 modifications to tariff laws in a single year [6]. Group 4: Refund Process and Administrative Challenges - The refund process for tariffs deemed illegal is expected to be straightforward, similar to past experiences with the Generalized System of Preferences (GSP) refunds [6]. - However, logistical challenges may arise due to a shortage of experienced personnel in customs brokerage, complicating the handling of increased refund claims [6][7].