即便是面对美国关税，今年9月份，我国出口增速仍然还在加快。 10月13日，海关公布的数据显示，上个月我国出口同比增长8.3%，高于8月份的4.4%增幅，并超过专家预测的6%的增幅。 这个消息，可以说是狠狠打了美国的脸。 过去我们认为，美国关税会对我国出口构成强劲冲击。这样的思维定式在以前当然是成立的，十年前美国一直都是我国最大出口目的地，美国一旦加征关 税，我国出口肯定会受到冲击。 但今天不同了，随着特朗普自第一任期开始对我国加征关税以来，事实上几年过去了，美国每加一次关税，我国出口商品对美国消费市场的依赖就越低。 到现在，中美双方贸易额较峰值已经减半，但我国的出口则是不减反增，这也说明从大的角度来看，我国已经摆脱了单一对美市场的依赖，构建起了属于我 们自己的多元化出口市场。 单从数据来看，过去美国每年可以吸纳超过4000亿美元的我国商品。对我们来说，这当然也是好事，但自从特朗普开始单方面对我国加征关税之后，我国出 口到美国的商品就开始历年走低。 反过来，我国出口到亚洲、非洲和拉丁美洲的份额正在同比增长，这反而抵消了美国加征关税带来的影响。 美国自2024年起就开始对我国价值180亿美元的商品加征关税，到了特 ...

14项光伏豁免纳入178项整体评估 历经多轮延长现关键节点 据悉，此次进入意见征集范围的14项光伏相关豁免，源于2024年USTR对华301调查 "四年审查" 工作。2024年9月18日，USTR通过《联邦公报》公告正 式新增该14项豁免，涵盖太阳能制造设备、硅片制造设备及硅片搬运设备，如硅生长炉、多晶硅铸锭炉、硅片切割机、金刚石绳锯等太阳能制造设 备，初始有效期设定为2024年1月1日至2025年5月31日。 （来源：光伏见闻） 9月16日，美国贸易代表办公室（USTR）发布重磅公告，就对华301调查项下178项关税豁免是否延长至2025年11月29日之后公开征求意见。其中，涉 及光伏领域的14项特定太阳能制造设备豁免成为行业关注焦点。 USTR将对178项豁免逐案开展评估，14项光伏设备豁免与其他豁免适用统一评估标准，核心围绕四大维度：一是豁免涵盖的太阳能制造设备在非中国 来源地的可获得性，即美国市场能否从其他国家稳定采购同类设备；二是相关企业为从美国本土或第三国采购该类设备所做的实际努力；三是企业是 否需要额外时间推进采购来源从中国转移；四是进一步延长豁免是否可能推动该类光伏设备采购来源向非中国地区转移 ...

Core Points - The U.S. Trade Representative's Office announced an extension of the tariff exemption period for certain products related to China's technology transfer, intellectual property, and innovation practices from May 31, 2025, to August 31, 2025 [1][3] Group 1: Tariff Exemption Extension - The extension of the tariff exemption is based on public feedback received by December 29, 2023, and ongoing evaluations during the four-year review process [3] - A total of 164 items from Attachment A and 14 items from Attachment B will have their exemptions extended for an additional three months [3] - The exemption applies to products listed in Attachments A and B, including chemical materials, electronic components, medical supplies, solar manufacturing equipment, and wafer handling equipment [4] Group 2: Historical Context and Economic Impact - Historical data indicates that during the Trump administration, four rounds of "301 tariffs" were imposed on China, with the first three rounds having a 25% increase and the fourth round at 7.5% [3] - The average weighted tariff rate on Chinese imports was 19.3% at the beginning of 2020, but is projected to decrease to 10.7% by the end of 2024 due to changes in export proportions and product categories [3] - The U.S. has faced criticism for its unilateral and protectionist measures, which have been deemed to disrupt international trade order and supply chain stability [4] Group 3: New Investigations and Responses - On April 17, the U.S. Trade Representative's Office initiated a 301 investigation into China's maritime, logistics, and shipbuilding industries, which has been met with strong opposition from China [5] - China's Ministry of Commerce criticized the U.S. for misrepresenting normal trade activities as threats to national security and for blaming its own industrial issues on China [5] - The Chinese government has urged the U.S. to respect facts and multilateral rules, calling for a return to a rules-based multilateral trading system [5]