Page 92 - the taiwan banker 2024.07(175)

Όଢ݁຾

美國突襲式加徵關稅

美中貿易戰拉長戰線？

撰文：艾西亞Alicia Garcia Herrero

൷ ᕎߕ਷ɽ፯ʔԑ6ࡈ˜ʘყdܰ೮݁ ཥਗԓჯਹ޶dϞᛠ׵ߕ਷੽ʕ਷ආɹཥ
ਗӛԓᅰඎ఻˷މཧdவධણ݄࿁ʕ਷
ִ܁̺d࿁ʕ਷ཥਗӛԓձอঐ๕
ഃჯਹ̋ᅄอɓቃආɹᗫ೼fϤࣛdɰ ཥਗӛԓ̹ఙٜٙટᅂᚤ݊௰ʃٙf࿁׵

͍࠽Г˙਷࢕̮ࣸᗫء ʕ਷˜ପঐཀ ʕ਷ཥਗӛԓཥϫ͛ପਠԸႭdऎ̮ٙϗ
௵™ձ਷࢕˴ኬٙ௴อᅼόʘყfவɓᑘ ɝԸ๕ɰʊ຾ྼତεʩʷf್Ͼd̋೼࿁
ણৰə׼ᜑ༿Փʕ਷ϓᆞႡ೻ٙ౺˪͛ପ ׵ߕ਷ԸႭᅂᚤۆϞהʔΝdߕ਷࿁ʕ

̮dɰᗫ˷ၠЍ߅Ҧٙᘩنၾ೯࢝f ਷ཥਗӛԓԶᏐᗡ€ˈՉ݊ཥϫٙԱ
್Ͼdߕ਷ٙᗫ೼ણ݄પ̈ܝdږፄ ፠༰৷f2023ϋdߕ਷ආɹٙ቞ᕎɿཥ
̹ఙˀᏐ޴࿁и૱fଭ௞dϤϣ೼ϗऒʿ ϫһϞ71%ٜટԸІʕ਷d੽ᗫ೼ᜊʷష

Ցٙ൱׸ਠۜස̕ߕ਷੽ʕ਷ආɹᐼᕘٙ ܓɰ̙˸޶̈jཥਗӛԓᗫ೼੽25%౤৷
4.3%€ߒ180ᄂߕʩdٜટᅂᚤ༰ʃf੽ Ї100%dϾཥਗԓཥϫස੽7.5%౤৷Ї

New US tariffs on China more effective
than symbolic

he US announced a fresh round of import tariffs or 4.3% of total US imports from China). From the
Ton Chinese goods with less than six months perspective of EV sector, as the US barely buys any
to go by its presidential elections, focusing on electric EVs from China, the immediate impact on Chinese

vehicles (EVs) and renewables. Such move comes as EV makers is minimal. Although exports have become
the worries about China’s overcapacity and state-led more important for Chinese EV battery producers,
innovation increases. While it is a clear move to contain their income source has been diversified. However,

China’s chip production in matured nodes, it is also it is a different story regarding the US’ reliance on
about the competition and development in green tech. China’s EV supply chains, especially in batteries. In
However, the market response has been muted 2023, the US imported 71% of Li-ion battery directly

as the direct impact on trade is small ($18 billion from China. This justifies the stark contrast between

92 台灣銀行家 2024.7

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