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关税导致美国进口来源地重构
关税导致美国进口来源地重构
行业数据
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所属报告：
宏观深度研究：特朗普2.0执政周年复盘与展望-260126（25页）.pdf
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美国半钢胎进口数量（万条）
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2026-07-16
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美国轿车胎进口情况
fCDlubTku70gfCDnvo7lm73ov5vlj6PnmoTmnLrliqjlsI/lrqLovabnlKjova7og47mlbDph4/vvIjkuIfmnaHvvIkgfCDnvo7lm73oh6rpnZ7kuK3lm73ov5vlj6PnmoTovb/ovabova7og47mlbDph4/vvIjkuIfmnaHvvIkgfCDnvo7lm73oh6rkuK3lm73ov5vlj6PnmoTovb/ovabova7og47mlbDph4/vvIjkuIfmnaHvvIkgfCDnvo7lm73ovb/ovabog47ov5vlj6Pph4/ljaDmr5TvvIgl77yJIHwKfC0tLS0tLXwtLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLXwtLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLXwtLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLXwtLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLXwKfCAyMDExIHwgLSAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgMTAwMDAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgMjAwMCAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgNTAgICAgICAgICAgICAgICAgICAgICAgIHwKfCAyMDEyIHwgLSAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgMTAwMDAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgMjUwMCAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgNTIgICAgICAgICAgICAgICAgICAgICAgIHwKfCAyMDEzIHwgLSAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgMTAwMDAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgNDUwMCAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgNTUgICAgICAgICAgICAgICAgICAgICAgIHwKfCAyMDE0IHwgLSAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgMTAwMDAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgNTAwMCAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgNTYgICAgICAgICAgICAgICAgICAgICAgIHwKfCAyMDE1IHwgLSAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgMTI1MDAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgMjAwMCAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgNTUgICAgICAgICAgICAgICAgICAgICAgIHwKfCAyMDE2IHwgLSAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgMTMwMDAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgMTUwMCAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgNTQgICAgICAgICAgICAgICAgICAgICAgIHwKfCAyMDE3IHwgLSAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgMTM1MDAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgMTAwMCAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgNTMgICAgICAgICAgICAgICAgICAgICAgIHwKfCAyMDE4IHwgLSAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgMTQwMDAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgMTAwMCAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgNTQgICAgICAgICAgICAgICAgICAgICAgIHwKfCAyMDE5IHwgLSAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgMTUwMDAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgNTAwICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgNTUgICAgICAgICAgICAgICAgICAgICAgIHwKfCAyMDIwIHwgMTQwMDAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgLSAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgLSAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgNTYgICAgICAgICAgICAgICAgICAgICAgIHwKfCAyMDIxIHwgMTU1MDAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgLSAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgLSAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgNTggICAgICAgICAgICAgICAgICAgICAgIHwKfCAyMDIyIHwgMTY1MDAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgLSAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgLSAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgNjIgICAgICAgICAgICAgICAgICAgICAgIHwKfCAyMDIzIHwgMTcwMDAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgLSAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgLSAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgNjUgICAgICAgICAgICAgICAgICAgICAgIHwKfCAyMDI0IHwgMTcwMDAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgLSAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgLSAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgNjYgICAgICAgICAgICAgICAgICAgICAgIHwKfCAyMDI1IHwgMTgwMDAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgLSAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgLSAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgNjggICAgICAgICAgICAgICAgICAgICAgIHwKCui1hOaWmeadpea6kO+8muOAiuWMl+e+jui9ruiDjuW4guWcuuamguWGteOAi++8jOeUs+S4h+Wuj+a6kOeglOeptg==
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2026-07-16
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美国全钢胎进口数量（万条）
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2026-07-16
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图表18美国对波斯湾原油进口依赖度低
fCDlubTku70gfCDliqDmi7/lpKfvvIgl77yJIHwg5rOi5pav5rm+77yIJe+8iSB8CnwtLS0tLS18LS0tLS0tLS0tLS0tfC0tLS0tLS0tLS0tLXwKfCAxOTkzIHwgMTQgICAgICAgICB8IDIxICAgICAgICAgfAp8IDE5OTcgfCAxNiAgICAgICAgIHwgMTcgICAgICAgICB8CnwgMjAwMSB8IDE3ICAgICAgICAgfCAyMyAgICAgICAgIHwKfCAyMDA1IHwgMTcgICAgICAgICB8IDE2ICAgICAgICAgfAp8IDIwMDkgfCAyMiAgICAgICAgIHwgMTUgICAgICAgICB8CnwgMjAxMyB8IDM4ICAgICAgICAgfCAyMCAgICAgICAgIHwKfCAyMDE3IHwgNDAgICAgICAgICB8IDE3ICAgICAgICAgfAp8IDIwMjEgfCA1MiAgICAgICAgIHwgMTAgICAgICAgICB8CnwgMjAyNSB8IDU3ICAgICAgICAgfCA5ICAgICAgICAgIHwKCui1hOaWmeadpea6kDogV2luZCwg5bmz5a6J6K+B5Yi456CU56m25omA
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2026-07-14
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图11 2026年1-3月浙江省自美国进口同比增速拆解（按BEC5统计）
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2026-07-08
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图8 2026年1-3月浙江省自美国进口主要品类（按BEC5统计）
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2026-07-08
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图12 2026年1-3月浙江省自美国进口同比增速拆解 （按主要商品统计)
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行业数据
2026-07-08
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表12026 年1-3月浙江省自美国进口主要商品
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2026-07-08
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图9 2015-2026年3月主要品类占浙江省自美国进口份额变化情况（按BEC5统计）
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2026-07-08
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图10 2026年1-3月浙江省自美国进口同比增速拆解（按商品大类统计）
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2026-07-08
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图72015-2026年3月主要商品大类占浙江省自美国进口份额变化情况
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2026-07-08
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图17、美国AI硬件产品进口保持较高增速
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2026-07-02
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以最终政策生效为标准，特朗普2.0首年去监管主要在环境、
截至2026年1月22日，特朗普再度执政以来已提出去监管政
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