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特朗普上任后，美国加征关税可能的时间线预测-行业数据

特朗普上任后，美国加征关税可能的时间线预测
特朗普上任后，美国加征关税可能的时间线预测
当前美国对华商品征收平均关税税率约 19%，我们预计明年提升的幅度可能在20%左右（即平均关税税率升至40%附近），明年直接提升至60%的概率较小。商品顺序上，预计明年优先加征战略性商品（例如芯片相关、关键矿产等）；而非战略性商品（尤其是对美国国内通胀影响较大的）的关税调升或根据情况缓步推进。
行业数据 下载Excel 下载图片 原图定位
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特朗普上任后，美国加征关税可能的时间线预测_第1页
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所属报告： 2025年宏观展望：布局之招与破局之道-241127（22页）.pdf
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