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注:未经第一纺织网明确书面同意,任何单位及个人不得以任何方式及理由对第一纺织网的作品(含数据)进行使用、变更、发行、播送、转载、复制、重制、改动、散布、表演、展示以及使用局部或全部的内容。

已获第一纺织网授权的主体,另行约定。

特此声明。

  第一纺织网4月16日消息(记者 martin 报道):美国当地时间15日,美国白宫网站发布的一份针对232条款的相关事实清单(factsheet)中提到:“中国现在面临着对进口到美国的产品征收最高可达245%的关税(faceuptoa245%tariff)”。

  该新闻稿披露,美国总统特朗普签署了一项行政命令,对美国依赖进口加工关键矿产及其衍生产品所带来的国家安全风险展开调查。

  新闻稿末尾总结了特朗普上任之后的“关税成就”,称通过其关税计划,中国输美商品现在面临着“高达245%”的关税。

  第一纺织网注意到,美国时间2025年4月2日,特朗普公布“对等关税”政策,对中国加征34%关税后,4月4日中国宣布反制措施,对美商品加征34%的关税。4月8日,美国升级对华关税至84%。对此,国务院关税税则委员会4月9日发布公告,调整对原产于美国的进口商品关税至84%4月10日,美国政府进一步升级对中国输美商品的关税至125%,中国继续反制,对原产于美国商品的关税同样加征至125%。不过随着4月10日特朗普授权对其他国家加征关税政策实施90天的关税暂缓,出口链迎来转机。

  银河证券分析师郝帅表示,东南亚市场其产能布局的供应链相较于国内继续享有关税优势,目前国内头部纺织制造企业供应链海外产能布局成熟,若东南亚国家等在此次关税冲击中能够有所豁免,国内具有海外产能布局的头部企业优势将再次显现,目前中美双方就关税问题仍在博弈,后续发展走势仍待观察。

  以下是相关媒体对美国对中国部分商品征收关税的税率(文字由谷歌翻译),第一纺织注意到,进入美国市场的中国羊毛衫相关关税税率达169%,税率至高令人咂舌。

  据第一纺织网自中国海关HS编码中摘取的涉及羊绒衫类别的6101至6114类编码产品对美国出口情况来看,2024年度,上述产品对美出口额分别为4.57亿元人民币、12.4亿元人民币、71.04亿元人民币、309.79亿元人民币、23.98亿元人民币、9.82亿元人民币、51.82亿元人民币、114.51亿元人民币、163.93亿元人民币、387亿元人民币、37.89亿元人民币、38.68亿元人民币、4.31亿元人民币、90.28亿元人民币,合计1320.02亿元人民币。

  据第一纺织网据中国海关统计数据获悉,2024年度,中国针织或钩编的服装及衣着附件累计出口额6068.47亿元,与上年同期相比增长4.7%,累计进口额274.13亿元,与上年同期相比下降1.7%。其中,对美国累计出口1512.30亿元,累计进口2.41亿元。

  2025年1-2月份,中国针织或钩编的服装及衣着附件出口额798.59亿元,与上年同期相比下降5.7%,进口43.44亿元,与上年同期相比下降11%。其中,对美国累计出口194.93亿元,累计进口3476万元。

  东兴证券研究员刘田田认为,美国是我国纺织服装品的重要出口目的地,考虑到中方企业在越南等国的工厂出口至美国的贸易额,该比重实际更大。因此本轮加征关税,对于中国纺织制造企业影响巨大。短期看,关税对于企业的影响分为两个方面:一方面加征关税后,中国纺织品在美国市场的价格优势会减弱,美国进口商可能会将订单转向其他国家,所以直接影响纺织企业订单;另一方面,在本次普加关税的背景下,短时间内供应链难以调整,关税将采取供应商和客户共担的形式,这将削弱纺织企业的盈利,观察来看,本轮加征关税,或将倒逼纺织企业开拓新的市场,加大对其他国家和地区的出口。

  不过在刘田田看来,中国在纺织产业链的地位依然具备很强优势,在贸易形势明朗后仍将是产业转移的引领者。我们国内的纺织产业链在人才、技术、产业配套与资本积累方面具备成明显优势。回顾过去,头部鞋服制造商,向东南亚国家持续输出人才、技术、资本,扩建生产基地,利用当地有利的劳动力成本和税收政策实现迅速扩张。展望未来,加征关税虽然短期影响纺织企业盈利,但是长期看,中国的纺织企业仍然有深厚的产业基础,在未来的产业转移中仍是主导力量。

  以下为第一纺织网自中国海关HS编码中摘取的涉及羊绒衫类别的6101至6114类编码产品对美国出口情况,

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