Group 1 - The U.S. Department of Commerce announced the inclusion of 407 product categories in the steel and aluminum tariff list, with a tax rate of 50% [1] - The expanded tariff list includes a wide range of products such as wind turbines, mobile cranes, railway vehicles, furniture, and compressor and pump equipment [1] - The tariff policy aims to protect domestic manufacturing and reduce reliance on imports, as emphasized by the Trump administration [1] Group 2 - U.S. Aluminum Company reported an increase in production costs due to government tariff policies, amounting to $20 million in Q1 and $115 million in Q2 [2] - Approximately 70% of the aluminum produced by the company in Canada is sold to the U.S., where customers are now paying higher prices than in other global regions [2] - The current steel and aluminum tariffs are the highest since the 1930s, leading to increased prices for these materials and potentially higher costs for manufacturers and consumers [2]

美国将407类钢铁和铝衍生产品纳入关税清单。 当地时间8月19日，美国商务部宣布，将407个产品类别纳入钢铁和铝关税清单，适用税率为50%。 商务部声明称，此次新增清单涵盖范围广泛，包括风力涡轮机及其部件、移动起重机、铁路车辆、家具、压缩机与泵类设备等数百种产品。 特朗普政府已多次强调要扩大钢铝关税覆盖范围，以保护国内制造业并遏制进口依赖。 此前，美国商务部15日晚间发布公告表示，工业与安全局已将407个产品编码加入《美国协调关税表》，这些产品将因所含钢铁和铝成分而被加征额外关税。公告 称，这些产品中非钢铁和铝的部分，将适用特朗普总统对特定国家商品所征收的关税税率。扩大的关税清单将于8月18日正式生效。 当地时间6月3日，美国白宫发表声明称，美国总统特朗普宣布将进口钢铁和铝及其衍生制品的关税从25%提高至50%。该关税政策自美国东部时间2025年6月4日 凌晨00时01分起生效。 此前，美国最大的制铝公司——美国铝业公司在7月曾表示，美国的关税政策正在使该公司的生产成本不断增加，而受关税影响，该公司的美国客户正在为铝支付 更多费用。 综合自：央视新闻 责编：万健祎 校对： 陶谦 美国铝业公司表示，受美国政府关 ...

Group 1 - The Trump administration announced an expansion of tariffs on steel and aluminum imports, increasing the tariff rate to 50% on hundreds of derivative products [1] - The U.S. Department of Commerce added 407 product codes to the tariff list, effective August 18, which will incur additional tariffs due to their steel and aluminum content [1] - The announcement also included a potential 300% tariff on semiconductor imports, leading to a decline in semiconductor stocks, with notable drops in companies like Applied Materials and Micron Technology [1] Group 2 - The imposition of approximately 100% tariffs on imported chips and semiconductors may force some companies to relocate to the U.S. or invest domestically, but could also accelerate the trend of "de-Americanization" [2] - A report from Boston Consulting Group warned that forced relocation of the semiconductor industry could reduce the U.S. chip industry's global ranking to second or third, as the U.S. currently holds only 35% of the global supply chain [2] - Major tech companies, such as Apple, rely heavily on overseas markets, with over 60% of their sales coming from international markets in 2023, indicating that new tariffs could significantly impact their competitiveness and market size [2]

金十数据6月4日讯，当地时间6月4日，墨西哥总统辛鲍姆表示，美国宣布提高钢铝关税是一项"不公平 的措施"，没有法律依据，因为墨美间存在贸易协定。辛鲍姆宣布，当天将与全国钢铁和铝业商会举行 会议，经济部长埃布拉德也将与美国商务部长会面。辛鲍姆表示，如果不能与美国达成协议，将会采取 应对措施。 美国上调钢铝关税 墨西哥：不公平 无法律依据 ...