节点：下游（终端消费/应用）位置：下游情绪：利好参考度：3/10
日本公司正面临美国政府钢铁和铝关税的广泛影响。美国将以钢铁和铝为原材料的商品作为“衍生商品”纳入征税对象，企业负担加重，至少720种产品受波及。由于美政府仍在扩大“衍生商品”类别清单，预计众多行业将受影响。其征税结构复杂，产品先分使用钢铝部分征50%钢铝关税，去除钢铝采购价部分征“对等关税”等，目前对日本“对等关税”为15% 。
面对复杂关税，日企山彦称因关税计算方式不明，无法核算自身影响。日本轴承制造企业表示，若不明确征税零部件，难转嫁成本。将钢铝关税对象扩大到“衍生商品”的机制自特朗普第一任期就存在，起初防企业规避关税，第二任期更多为保护美中国制造业，引发外国公司和行业组织担忧。
9月上旬，日本建筑设备制造商协...
The complete content requires login
You can view the full content after logging in. If you don't have an account, please register first.
This Website publishes publicly available information that SMMNN deems reliable, but makes no warranty as to the accuracy or completeness of such information. The information provided by SMMNN is for reference only and does not constitute investment advice to any entity. Members of the Website shall not replace their own independent judgment with such information.
