1/ 我是最航運丹尼斯，今天量化分析美國即將于2025年5月3日生效的汽車零部件25%的232條款關稅。涉及130個HTS編碼商品類目包括船公司們的底艙貨之一輪胎，出貨穩定的 輕拋貨。 需要特別注意的是，目前已實施的232條款關稅范圍涵蓋鋼鐵及其制品、汽車整車，已宣布即將生效的還有汽車零部件25%。此外，已啟動調查的木材、銅及其制品、半導體、醫藥制品等類別，均被納入所謂“ 對等關稅”的豁免清單，也就是不用加征125%。 所以美國進口關稅目前是非常畸形的，按常理232條款的特定行業關稅應該高于其它一般商品，而現在232條款關稅商品反而遠低于被實施”對等關稅“125%的一般商品。換個角度，最終新征”對等關稅“ 低于25%才合理，從關稅層次結構角度。當然輪胎等特殊還有反傾銷和反補貼稅。

2/ 因為汽車零部件5月3號才征收，所以 美線對于這部分商品有一定的搶運動力，雖然中國美線整體貨量顯然大幅下降。我篩選4011，8078給大家一個大致的2024年中國美線貨量參考（關于這兩個類目，因為只篩選到前4位所以會高于公告的子類別總和）。所有130個HTS編碼我放到最后，用AI工具整理，這里還是人工篩選。8708也就是 機動車輛第8701至8705項下的零件及附件在2024年美國自中國大陸進口355623標準箱，4011各種輪胎在2024年美國自中國大陸進口149925標準箱。

Rank

HS Code

HS Code Description

TEU

1

9401

Seats (not those of heading no. 9402), whether or not convertible into beds and parts thereof

2

9403

Furniture and parts thereof, n.e.c. in chapter 94

3

9503

Tricycles, scooters, pedal cars and similar wheeled toys; dolls' carriages; dolls; other toys; reduced-size (scale) models and similar recreational models, working or not; puzzles of all kinds

4

3924

Tableware, kitchenware, other household articles and hygienic or toilet articles, of plastics

5

3926

Articles of plastics and articles of other materials of heading no. 3901 to 3914, n.e.c. in chapter 39

6

8708

Motor vehicles; parts and accessories, of heading no. 8701 to 8705

7

8418

Refrigerators, freezers and other refrigerating or freezing equipment, electric or other; heat pumps other than air conditioning machines of heading no. 8415

8

9505

Festive, carnival or other entertainment articles, including conjuring tricks and novelty jokes

9

8516

Electric water, space, soil heaters; electro-thermic hair-dressing apparatus; hand dryers, irons; electro-thermic appliances for domestic purposes; electro heating resistors, not of heading no. 8545

10

9405

Lamps, light fittings; including searchlights, spotlights and parts thereof, n.e.c.; illuminated signs, name-plates and the like, having permanently fixed light source and parts thereof n.e.c. or included

11

9404

Mattress supports; articles of bedding (e.g. mattresses, quilts, eiderdowns, cushions pouffes and pillows), fitted with springs or stuffed, whether or not covered

12

3923

Plastic articles for the conveyance or packing of goods; stoppers, lids, caps and other closures of plastics

13

9506

Gymnastics, athletics, other sports (including table tennis) or outdoor games equipment, n.e.c. in this chapter, swimming pools and paddling pools

14

4202

Trunks; suit, camera, jewellery, cutlery cases; travel, tool, similar bags; wholly or mainly covered by leather, composition leather, plastic sheeting, textile materials, vulcanised fibre, paperboard

15

7323

Table, kitchen, other household articles and parts, of iron or steel; iron or steel wool; pot scourers and scouring or polishing pads, gloves and the like, of iron or steel

16

3918

Floor coverings of plastics, self-adhesive or not, in rolls or tiles; wall or ceiling coverings of plastics, in rolls of a width not less than 45cm

17

4011

New pneumatic tyres, of rubber

18

8414

Air or vacuum pumps, air or other gas compressors and fans; ventilating or recycling hoods incorporating a fan whether or not fitted with filters

19

8541

Diodes, transistors, similar semiconductor devices; including photovoltaic cells assembled or not in modules or panels, light-emitting diodes (LED), mounted piezo-electric crystals

20

6403

Footwear; with outer soles of rubber, plastics, leather or composition leather and uppers of leather

3/ 2024年輪胎品類部分發貨人部分美線數據

Shipper Name

Shipments

TEU

Tianjin Wanda Tyre Group Co., Ltd.

1,807

5,677

Zhongce Rubber Group Co., Ltd.

1,177

3,346

Shandong Changfeng Tyres Co., Ltd.

987

3,272

Qingdao Ge Rui Da Rubber Co., Ltd.

845

2,622

Jiangsu Hankook Tire Co., Ltd.

1,078

2,614

Guizhou Tyre I/E Corp.

797

2,335

Maxon International Co., Ltd.

558

1,373

Triangle Tyre Co., Ltd.

425

1,352

Qingdao Transamerica Tire

567

987

Sumitomo Rubber Changshu

201

802

Qingdao Crowntyre Industrial Co., Ltd.

237

734

Taizhou Taiyangfeng Rubber Co., Ltd.

165

681

Chaoyang Long March Tyre Co., Ltd.

182

661

Shandong Zhongyi Rubber Co., Ltd.

227

650

Qingdao Knight International

171

602

Fuzhou Light Industry Imp. & Exp. Co., Ltd.

263

525

Zodo Tire Co., Ltd.

183

502

Otai Tire Co., Ltd.

123

496

Qingdao Landspider Tire Corp. Ltd.

155

481

Shandong Wanda Boto Tyre Co., Ltd.

120

402

4/ 這段有AI工具自行搜索與整理，僅供參考，2025年5月3號要加征的232條款關稅25%涉及以下汽車零部件。因為特變量的反復，也可能又有變化。編輯到這里，電腦已經快死機資源過載，表格設置隔行變色已失效。

HTS 編碼

英文描述

中文翻譯

4009.12.0020

Reinforced rubber hoses with metal fittings

帶金屬接頭的增強橡膠軟管

4009.22.0020

Reinforced rubber hoses with textile fittings

帶紡織品接頭的增強橡膠軟管

4009.32.0020

Reinforced rubber hoses with plastic fittings

帶塑料接頭的增強橡膠軟管

4009.42.0020

Reinforced rubber hoses without fittings

無接頭的增強橡膠軟管

4011.10.10

New pneumatic tires for motor cars, of a kind having a load capacity index not exceeding 121 and a speed category symbol of HR or higher

載重指數不超過121且速度類別符號為HR或更高的轎車用新的充氣輪胎

4011.10.50

Other new pneumatic tires for motor cars

其他新的轎車用充氣輪胎

4011.20.10

New pneumatic tires for buses or trucks, having a load capacity index not exceeding 121 and a speed category symbol of LR or higher

載重指數不超過121且速度類別符號為LR或更高的客車或貨車用新的充氣輪胎

4012.19.40

Retreaded pneumatic tires for motor cars

翻新的轎車用充氣輪胎

4012.19.80

Other retreaded pneumatic tires

其他翻新的充氣輪胎

4012.20.60

Used pneumatic tires for motor vehicles

二手機動車輛用充氣輪胎

4013.10.0010

Inner tubes for tires of motor cars, buses or trucks

轎車、客車或貨車輪胎的內胎

4013.10.0020

Inner tubes for tires of other vehicles

其他車輛輪胎的內胎

4016.99.6010

Rubber mountings of a kind used in motor vehicles

機動車輛用橡膠支座

7007.21.51

Laminated safety glass for motor vehicles

機動車輛用夾層安全玻璃

7009.10.00

Rear-view mirrors for vehicles

車輛后視鏡

Leaf springs and leaves therefor, of iron or steel, for motor vehicles

機動車輛用鋼鐵板簧及其簧片

7320.20.10

Helical springs of iron or steel, for motor vehicles

機動車輛用鋼鐵螺旋彈簧

8301.20.00

Locks of a kind used for motor vehicles

機動車輛用鎖

8302.10.30

Hinges of base metal, for motor vehicles

機動車輛用賤金屬鉸鏈

Mountings, fittings and similar articles suitable for motor vehicles

適用于機動車輛的裝配件、附件及類似物品

8407.31.00

Spark-ignition reciprocating piston engines of a cylinder capacity not exceeding 50 cc, for motor vehicles

氣缸容量不超過50毫升的火花點火往復式活塞發動機，用于機動車輛

Spark-ignition reciprocating piston engines of a cylinder capacity exceeding 50 cc but not exceeding 250 cc, for motor vehicles

氣缸容量超過50毫升但不超過250毫升的火花點火往復式活塞發動機，用于機動車輛

Spark-ignition reciprocating piston engines of a cylinder capacity exceeding 250 cc but not exceeding 1,000 cc, for motor vehicles

氣缸容量超過250毫升但不超過1000毫升的火花點火往復式活塞發動機，用于機動車輛

Spark-ignition reciprocating piston engines of a cylinder capacity exceeding 1,000 cc, for motor vehicles

氣缸容量超過1000毫升的火花點火往復式活塞發動機，用于機動車輛

8408.20.20

Compression-ignition internal combustion piston engines for motor vehicles, with a cylinder capacity exceeding 150 cc but not exceeding 250 cc

氣缸容量超過150毫升但不超過250毫升的機動車輛用壓燃式內燃活塞發動機

8409.91.1040

Parts of spark-ignition reciprocating piston engines for motorcycles

摩托車用火花點火往復式活塞發動機的零件

8409.99.1040

Parts of spark-ignition reciprocating piston engines for motor vehicles (excluding motorcycles)

機動車輛（摩托車除外）用火花點火往復式活塞發動機的零件

8413.30.10

Fuel injection pumps for compression-ignition engines of motor vehicles

機動車輛壓燃式發動機用燃油噴射泵

8413.30.90

Other fuel pumps for internal combustion engines of motor vehicles

機動車輛內燃機的其他燃油泵

8413.91.10

Parts of fuel pumps for compression-ignition engines of motor vehicles

機動車輛壓燃式發動機用燃油噴射泵的零件

8413.91.9010

Parts of fuel pumps for spark-ignition engines of motor vehicles

機動車輛火花點火式發動機用燃油泵的零件

8414.30.8030

Compressors of a kind used in air-conditioning systems of motor vehicles

機動車輛空調系統用壓縮機

8414.59.30

Fans of a kind used in air-conditioning systems of motor vehicles

機動車輛空調系統用風扇

8414.59.6540

Fans of a kind used for engine cooling in motor vehicles

機動車輛發動機冷卻用風扇

8414.80.05

Turbochargers for internal combustion engines of motor vehicles

機動車輛內燃機用渦輪增壓器

8415.20.00

Air-conditioning machines of a kind used for motor vehicles

機動車輛用空調機

8421.23.00

Oil filters for internal combustion engines of motor vehicles

機動車輛內燃機用油過濾器

8421.32.00

Air filters for internal combustion engines of motor vehicles

機動車輛內燃機用空氣過濾器

8425.49.00

Other hydraulic jacks of a kind used for raising motor vehicles

其他機動車輛用液壓千斤頂

8426.91.00

Self-propelled cranes on tires of a kind used for loading motor vehicles

用于裝載機動車輛的輪胎式自行式起重機

8431.10.0090

Parts of machinery for loading, unloading or handling of motor vehicles

機動車輛裝卸搬運機械的零件

8471

Automatic data processing machines and units thereof

自動數據處理機及其部件

8482.10.10

Ball bearings with an outside diameter not exceeding 30 mm

外徑不超過30毫米的滾珠軸承

8482.10.5044

Ball bearings with an outside diameter exceeding 30 mm but not exceeding 72 mm and a width exceeding 20 mm

外徑超過30毫米但不超過72毫米且寬度超過20毫米的滾珠軸承

8482.10.5048

Other ball bearings with an outside diameter exceeding 30 mm but not exceeding 72 mm

其他外徑超過30毫米但不超過72毫米的滾珠軸承

8482.20.0020

Tapered roller bearings with an outside diameter not exceeding 30 mm

外徑不超過30毫米的圓錐滾子軸承

8482.20.0030

Tapered roller bearings with an outside diameter exceeding 30 mm but not exceeding 72 mm and a width exceeding 20 mm

外徑超過30毫米但不超過72毫米且寬度超過20毫米的圓錐滾子軸承

8482.20.0040

Other tapered roller bearings with an outside diameter exceeding 30 mm but not exceeding 72 mm

其他外徑超過30毫米但不超過72毫米的圓錐滾子軸承

8482.20.0061

Tapered roller bearings with an outside diameter exceeding 72 mm but not exceeding 150 mm and a width exceeding 40 mm

外徑超過72毫米但不超過150毫米且寬度超過40毫米的圓錐滾子軸承

8482.20.0070

Other tapered roller bearings with an outside diameter exceeding 72 mm but not exceeding 150 mm

其他外徑超過72毫米但不超過150毫米的圓錐滾子軸承

8482.20.0081

Tapered roller bearings with an outside diameter exceeding 150 mm

外徑超過150毫米的圓錐滾子軸承

8482.40.00

Needle roller bearings

滾針軸承

8482.50.00

Other cylindrical roller bearings

其他圓柱滾子軸承

8483.10.1030

Transmission shafts (including camshafts, crankshafts and crank shafts) for spark-ignition reciprocating piston engines of a cylinder capacity exceeding 1,000 cc

氣缸容量超過1000毫升的火花點火往復式活塞發動機用傳動軸（包括凸輪軸、曲軸和連桿軸）

DC motors of an output exceeding 750 W but not exceeding 75 kW

輸出功率超過750瓦但不超過75千瓦的直流電機

DC motors of an output exceeding 75 kW but not exceeding 375 kW

輸出功率超過75千瓦但不超過375千瓦的直流電機

Other AC motors, single-phase

其他單相交流電機

AC motors, multi-phase, of an output not exceeding 750 W

輸出功率不超過750瓦的多相交流電機

AC motors, multi-phase, of an output exceeding 750 W but not exceeding 75 kW

輸出功率超過750瓦但不超過75千瓦的多相交流電機

Lead-acid accumulators of a kind used for starting piston engines

用于起動活塞式發動機的鉛酸蓄電池

Lithium-ion accumulators

鋰離子蓄電池

8507.90.40

Parts of lead-acid accumulators

鉛酸蓄電池的零件

8507.90.80

Parts of other accumulators

其他蓄電池的零件

8511.10.0000

Spark plugs for internal combustion engines

內燃機用火花塞

8511.20.00

Ignition magnetos; magneto-dynamos; magnetic flywheels

點火磁電機；磁力發電機；磁性飛輪

8511.40.00

Starter motors and dual purpose starter-generators

起動電機和兩用起動發電機

8511.80.60

Other electrical ignition or starting equipment for internal combustion engines

內燃發動機用其他電氣點火或起動設備

8512.20.20

Lighting equipment for motor vehicles

機動車輛照明設備

8512.40.20

Defrosters and demisters for motor vehicles

機動車輛除霜器和除霧器

8512.90.60

Other parts of electrical lighting or signaling equipment for motor vehicles

機動車輛電氣照明或信號設備的其他零件

8525.60.1010

Radio Transceivers, Citizens Band (CB) Type

無線電收發機，公民波段（CB）型

8536.41.0005

Automotive Signaling Flashers, For A Voltage Not Exceeding 60 Volts

汽車信號閃光器，電壓不超過60伏

8539.10.0010

Sealed Beam Lamp Units, Under 15.24 Cm, For Specific Vehicles

用于特定車輛的密封式燈泡單元，小于15.24厘米

8706.00.03

Chassis Fitted With Engines For Vehicles Of Subheading 8704.21 Or 8704.31

裝有發動機的底盤，用于子目8704.21或8704.31的車輛

8706.00.25

Chassis Fitted With Engines For Vehicles Of Heading 8705

裝有發動機的底盤，用于品目8705的車輛

8707.10.0040

Bodies (including Cabs) For Other Vehicles Of Heading 8703

用于品目8703其他車輛的車身（包括駕駛室）

8707.90.5060

Bodies (including Cabs) For Motor Vehicles Of Subheading 8704

用于子目8704機動車輛的車身（包括駕駛室）

8708.10.60

Parts of bumpers for motor vehicles

機動車輛保險杠的零件

Other parts and accessories of bodies (including cabs) for motor vehicles

機動車輛車身（包括駕駛室）的其他零件和附件

8708.40.70

Gear Boxes For Motor Vehicles

機動車輛變速箱

Road wheels and parts and accessories thereof for motor vehicles

機動車輛的道路車輪及其零件和附件

8708.93.60

Clutches and parts thereof for motor vehicles

機動車輛的離合器及其零件

Safety airbags with inflater system; parts thereof

帶充氣系統的安全氣囊及其零件

8708.99.58

Double flanged wheel hub units incorporating ball bearings

包含滾珠軸承的雙法蘭車輪輪轂單元

Rangefinders

測距儀

9401.20.00

Seats of a kind used for motor vehicles

機動車輛用座椅

8511.30.0040

Distributors for internal combustion engines

內燃機用分電器

8511.50.00

Other generators for internal combustion engines

內燃機用其他發電機

8511.90.6020

Distributor contact (breaker point) sets (parts)

分電器觸點（斷電器）組件（零件）

8512.20.40

Visual signaling equipment for motor vehicles

機動車輛視覺信號設備

8512.40.40

Windshield wipers for motor vehicles

機動車輛擋風玻璃刮水器

8512.90.70

Parts of defrosters and demisters for motor vehicles

機動車輛除霜器和除霧器的零件

Radio-broadcast receivers for motor vehicles, combined with sound recording or reproducing apparatus

機動車輛用無線電廣播接收機，與錄音或放音裝置組合在一起

Boards, panels, consoles, desks, cabinets and other bases, equipped with two or more apparatus of heading 8535 or 8536, for electric control or the distribution of electricity, for a voltage not exceeding 1,000 V

裝有兩個或多個品目8535或8536裝置的電力控制或分配用板、盤、控制臺、書桌、柜及其他底座，包括裝有第九十章儀器或裝置的，以及電壓不超過1000伏的數控裝置，但品目8517的交換機除外

8539.10.0050

Sealed Beam Lamp Units, 15.24 Cm Or Over, For Specific Vehicles

用于特定車輛的密封式燈泡單元，15.24厘米或以上

8706.00.05

Other chassis fitted with engines for motor vehicles of headings 8701 to 8705

其他裝有發動機的底盤，用于品目8701至8705的機動車輛

8707

Bodies (including cabs) for the motor vehicles of headings 8701 to 8705

用于品目8701至8705的機動車輛的車身（包括駕駛室）

8707.90.5020

Bodies (including Cabs) For Motor Vehicles Of Subheading 8701.20

用于子目8701.20機動車輛的車身（包括駕駛室）

8707.90.5080

Bodies (including Cabs) For Vehicles Of Heading 8705

用于品目8705車輛的車身（包括駕駛室）

8708.21.00

Safety seat belts for motor vehicles

機動車輛安全帶

Brakes and servo-brakes; parts thereof for motor vehicles

機動車輛的制動器和助力制動器及其零件

8708.40.75

Other parts of gear boxes for motor vehicles

機動車輛變速箱的其他零件

Suspension systems and parts thereof (including shock absorbers) for motor vehicles

機動車輛的懸架系統及其零件（包括減震器）

8708.93.75

Other parts of clutches for motor vehicles

機動車輛離合器的其他零件

8708.99.53

Of cast-iron parts and accessories for motor vehicles

機動車輛的鑄鐵零件和附件

8708.99.68

Other parts for power trains of motor vehicles

機動車輛動力傳動系統的其他零件

Revolution counters

轉速計

9401.20.00

Seats of a kind used for motor vehicles

機動車輛用座椅

8511.30.0080

Ignition coils for internal combustion engines

內燃機用點火線圈

8511.80.20

Voltage and voltage-current regulators with cut-out relays for 6, 12 or 24 V systems

用于6、12或24伏系統的帶斷電繼電器的電壓和電壓電流調節器

8511.90.6040

Other parts for electrical ignition or starting equipment of internal combustion engines

內燃發動機電氣點火或起動設備的其他零件

8512.30.00

Sound signaling equipment for cycles or motor vehicles

摩托車或機動車輛的音響信號設備

8512.90.20

Parts of signaling equipment for cycles or motor vehicles

摩托車或機動車輛信號設備的零件

8519.81.20

Sound reproducing apparatus using magnetic, optical or semiconductor media, for motor vehicles

使用磁性、光學或半導體介質的汽車用放音設備

Other radio-broadcast receivers for motor vehicles

其他汽車用無線電廣播接收機

For a voltage exceeding 1,000 V boards, panels, consoles, desks, cabinets and other bases, equipped with two or more apparatus of heading 8535 or 8536, for electric control or the distribution of electricity, including those incorporating instruments or apparatus of chapter 90, and numerical control apparatus, other than switching apparatus of heading 8517

裝有兩個或多個品目8535或8536裝置的電力控制或分配用板、盤、控制臺、書桌、柜及其他底座，包括裝有第九十章儀器或裝置的，以及電壓超過1000伏的數控裝置，但品目8517的交換機除外

8544.30.00

Ignition wiring sets and other wiring sets of a kind used in vehicles, aircraft or ships

車輛、飛機或船舶用點火線束和其他線束

8706.00.15

Chassis Fitted With Engines For Vehicles Of Heading 8703

裝有發動機的底盤，用于品目8703的車輛

8707.10.0020

Bodies (including Cabs) For Passenger Automobiles

客用汽車車身（包括駕駛室）

8707.90.5040

Bodies (including Cabs) For Motor Vehicles Of Heading 8702

用于品目8702機動車輛的車身（包括駕駛室）

8708.10.30

Bumpers for motor vehicles

機動車輛保險杠

Front windscreens (windshields), rear windows and other windows specified in subheading note 1 to this chapter for motor vehicles

機動車輛的前擋風玻璃、后窗及本章子目注釋1中規定的其他窗戶

8708.40.11

Gear boxes for specific motor vehicles

特定機動車輛用變速箱

8708.40.70

Gear Boxes For Motor Vehicles

機動車輛變速箱

Drive-axles with differential, whether or not provided with other transmission components, and non-driving axles; parts thereof for motor vehicles

機動車輛的帶差速器的驅動橋，無論是否裝有其他傳動部件，以及非驅動橋；及其零件

Radiators and parts thereof for motor vehicles

機動車輛散熱器及其零件

8708.93.75

Other parts of clutches for motor vehicles

機動車輛離合器的其他零件

8708.99.55

Vibration control goods containing rubber for motor vehicles

機動車輛用含橡膠的減振制品

8716.90.50

Parts of trailers and semi-trailers for the transport of goods

貨物運輸用拖車和半掛車的零件

9029.20.4080

Other speedometers and tachometers for motor vehicles

其他機動車輛用速度計和轉速計

5/ 好了今天就到這里， 邀請參與最航運的一起捐，為鄉村孩子籌集愛心，中國社會福利基金會《授漁計劃鄉村助學》 一起積累福報。

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