2025年
中美关税
PART1
2025年中美关税政策时间线
2025年中美关税博弈以“对抗→谈判→缓和”为主轴,关键节点如下:
PART2
11月新政核心内容:
四大关键调整
芬太尼关税腰斩
执行时间:2025年11月10日美东时间凌晨起,完成清关的货物,适用新税率。
调整幅度:原20%关税降至10%,缓解中美贸易紧张。
中国对等关税延期一年
原定截止日:2025年11月10日到期的10%报复性关税。
延期期限:延长至2026年11月10日,为后续谈判争取时间。
301关税豁免清单延期
豁免范围:部分中国输美商品(如医疗用品、关键零部件)的301关税豁免。
延期时限:有效期从2025年11月29日延至2026年11月10日,覆盖近一年。
美国港口停靠费暂停
针对对象:中国籍船舶停靠美国港口的费用。
暂停时长:2025年11月10日起暂停一年,降低中国货轮运输成本。
附:CBP官网链接
https://content.govdelivery.com/bulletins/gd/USDHSCBP-3fa83c4?wgt_ref=USDHSCBP_WIDGET_2
PART3
最新关税率一览:
主要产品税率构成
以下为2025年11月10日后部分商品的综合税率示例(基础税率 + 附加税):
注:实际税率需结合商品HS编码、原产地规则及豁免清单综合计算。
PART4
企业应对建议
1.关注政策时效性:
芬太尼关税、301豁免等政策均设置明确截止日(2026年11月10日),需提前规划供应链。
2.优化清关安排:
确保货物在11月10日后清关以享受关税下调优惠。
3.利用豁免清单:
核查产品是否符合301豁免条件,申请相关资质以降低合规成本。
4.布局多元化市场:
针对高税率商品,探索东南亚、拉美等替代出口渠道。
PART5
结语
2025年中美关税政策虽短期缓和,但长期博弈仍存变数。企业需以“合规+灵活”双轨策略应对,既要抓住政策窗口期降低成本,也要警惕未来关税反弹风险。
US-China Tariffs
Major Changes
in 2025
PART1
2025 US-China Tariff
Policy Timeline
The US-China tariff dispute in 2025 followed a trajectory of "confrontation → negotiation → easing", with key milestones highlighted below:
PART2
Core Updates
in November 2025
Halving of Fentanyl Tariffs
Effective Date:November 10, 2025 (midnight EST).
Adjustment:Tariffs on fentanyl-linked goods reduced from 20% to 10% to ease trade friction.
One-Year Extension of China’s Retaliatory Tariffs
Original Deadline:November 10, 2025.
New Deadline:Extended to November 10, 2026, buying time for further negotiations.
Extension of 301 Tariff Exemptions
Covered Products:Medical supplies, critical components, and other eligible goods.
New Deadline:From November 29, 2025, to November 10, 2026 (nearly a one-year extension).
Suspension of US Port Fees for
Chinese Vessels
Affected Parties:Chinese-flagged ships docking at US ports.
Duration:Suspended for one year starting November 10, 2025, to reduce shipping costs.
CBP official link:
https://content.govdelivery.com/bulletins/gd/USDHSCBP-3fa83c4?wgt_ref=USDHSCBP_WIDGET_2
PART3
Updated Tariff Rates
(Selected Products)
The following table illustrates composite tariff rates for key product categories (as of November 10, 2025)
Note: Actual rates depend on HS codes, origin rules, and exemption eligibility.
PART4
Corporate Compliance
Recommendations
1.Monitor Policy Deadlines:
Track deadlines for fentanyl tariffs (2026-11-10) and retaliatory tariffs to avoid penalties.
2.Optimize Customs Clearance:
Prioritize shipments cleared after November 10 to leverage reduced tariffs.
3.Leverage Exemption Lists:
Verify eligibility for 301 tariff exemptions (e.g., medical devices, tech components).
4.Diversify Export Markets:
Explore alternative markets in Southeast Asia, Latin America, or EU for high-tariff goods.
PART5
Conclusion
While 2025 saw temporary easing of US-China tariffs, long-term uncertainty persists. Enterprises must adopt a "compliance + agility" strategy:
Capitalize on short-term relief (e.g., tariff cuts, exemption extensions).
Prepare for potential policy reversals by diversifying supply chains and markets.
= END =

