美国钢铁和铝衍生品关税
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日本机床月度海外订单额在美国拉动下创新高
日经中文网· 2025-11-28 08:00
Core Viewpoint - The article discusses the impact of U.S. tariffs on steel and aluminum derivatives on Japan's machine tool exports, highlighting a significant increase in orders despite initial concerns about tariff implications [2][4]. Group 1: Export Growth - Japan's machine tool exports to the U.S. saw a year-on-year increase of 62% in October, reaching a historical high in overseas orders [2][4]. - The total order amount for October reached 107.7 billion yen, surpassing the previous record set in March 2018 [4]. Group 2: Tariff Implications - Concerns about whether large castings used in machinery would be subject to tariffs were alleviated, as they were not classified as taxable under the current regulations [2][6]. - The U.S. tariffs require a complex calculation to differentiate between parts that use steel and aluminum and those that do not, leading to increased tax burdens compared to previous rates [6]. Group 3: Industry Sentiment - The Japan Work Machinery Industry Association noted that members are beginning to feel that the impact of U.S. tariffs is diminishing [4]. - There is still caution within the industry, as the U.S. Customs and Border Protection has not provided clear standards, leading to ongoing confusion among manufacturers [6].