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机器人及工业机械及其零部件
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特朗普政府再次祭出“232大棒”
第一财经· 2025-09-24 23:59
Core Viewpoint - The Trump administration has initiated Section 232 investigations into imports of robots, industrial machinery, and medical devices, aiming to assess their impact on national security and potentially impose tariffs to encourage domestic manufacturing [3][4]. Group 1: Section 232 Investigations - The investigations cover a wide range of industries, including steel, aluminum, automobiles, semiconductors, and medical products, totaling 11 categories [4]. - The investigation into robots and industrial machinery includes various equipment such as CNC machining centers, lathes, and specialized metal processing tools [5][6]. - The U.S. Department of Commerce is seeking input from stakeholders regarding the current and expected demand for domestic production of robots and industrial machinery, as well as the feasibility of increasing domestic capacity [6][10]. Group 2: Medical Devices Investigation - The second investigation focuses on the U.S. reliance on foreign supplies for medical consumables, including personal protective equipment (PPE) and medical devices [8][9]. - Specific items under scrutiny include surgical masks, gloves, syringes, and durable medical equipment like hospital beds and ventilators [9][10]. - The Department of Commerce aims to understand the current and projected demand for these medical supplies and the extent to which domestic production meets this demand [10].