最航運|為什麼中國美線貨量下降但還有商品在搶運?

1/ 我是最航運丹尼斯,今天量化分析美國即將於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條款關稅範圍涵蓋鋼鐵及其製品、汽車整車,已宣佈即將生效的還有汽車零部件25%。此外,已啟動調查的木材、銅及其製品、半導體、醫藥製品等類別,均被納入所謂“對等關稅”的豁免清單,也就是不用加徵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於其它一般商品,而現在232條款關稅商品反而遠低於被實施”對等關稅“125%的一般商品。換個角度,最終新徵”對等關稅“ 低於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號才徵收,所以美線對於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(關於這兩個類目,因為只篩選到前4位所以會高於公告的子類別總和)。所有130個HTS編碼我放到最後,用AI工具整理,這裡還是人工篩選。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
968367

2
9403
Furniture and parts thereof, n.e.c. in chapter 94
961597

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
616129

4
3924
Tableware, kitchenware, other household articles   and hygienic or toilet articles, of plastics
430756

5
3926
Articles of plastics and articles of other   materials of heading no. 3901 to 3914, n.e.c. in chapter 39
420721

6
8708
Motor vehicles; parts and accessories, of heading no.   8701 to 8705
355623

7
8418
Refrigerators, freezers and other refrigerating or   freezing equipment, electric or other; heat pumps other than air conditioning   machines of heading no. 8415
297031

8
9505
Festive, carnival or other entertainment articles,   including conjuring tricks and novelty jokes
283060

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
269007

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
250509

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
250027

12
3923
Plastic articles for the conveyance or packing of   goods; stoppers, lids, caps and other closures of plastics
217941

13
9506
Gymnastics, athletics, other sports (including   table tennis) or outdoor games equipment, n.e.c. in this chapter, swimming   pools and paddling pools
211948

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
185825

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
164288

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
155484

17
4011
New pneumatic tyres, of rubber
149925

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
140110

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
138046

20
6403
Footwear; with outer soles of rubber, plastics,   leather or composition leather and uppers of leather
137270
3/ 2024年輪胎品類部分發貨人部分美線資料
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工具自行搜尋與整理,僅供參考,2025年5月3號要加徵的232條款關稅25%涉及以下汽車零部件。因為特變數的反覆,也可能又有變化。編輯到這裡,電腦已經快宕機資源過載,表格設定隔行變色已失效。
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
帶塑膠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
車輛後視鏡

7320.1
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

8302.3
Mountings, fittings and similar articles   suitable for motor vehicles
適用於機動車輛的裝配件、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,用於機動車輛

8407.32
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,用於機動車輛

8407.33
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,用於機動車輛

8407.34
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,用於機動車輛

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
用於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
自動資料處理機及其部件

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)

8501.32
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

8501.33
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

8501.4
Other AC motors, single-phase
其他單相交流電機

8501.51
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

8501.52
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

8507.1
Lead-acid accumulators of a kind used for   starting piston engines
用於起動活塞式發動機的鉛酸蓄電池

8507.6
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裝置

8512.20.20
Lighting equipment for motor vehicles
機動車輛照明裝置

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訊號裝置的其他零件

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
汽車訊號閃光器,電壓不超過60伏

8539.10.0010
Sealed Beam Lamp Units, Under 15.24 Cm, For   Specific Vehicles
用於特定車輛的密封式燈泡單元,小於15.24釐米

8706.00.03
Chassis Fitted With Engines For Vehicles Of   Subheading 8704.21 Or 8704.31
裝有發動機的底盤,用於子目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,用於品目8705的車輛

8707.10.0040
Bodies (including Cabs) For Other Vehicles Of   Heading 8703
用於品目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
用於子目8704機動車輛的車身(包括駕駛室)

8708.10.60
Parts of bumpers for motor vehicles
機動車輛保險槓的零件

8708.29
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

8708.7
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

8708.95
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

9015.1
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)元件(零件)

8512.20.40
Visual signaling equipment for motor vehicles
機動車輛視覺訊號裝置

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

8527.21
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

8537.1
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、控制檯、書桌、櫃及其他底座,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
用於特定車輛的密封式燈泡單元,15.24釐米或以上

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,用於品目8701至8705的機動車輛

8707
Bodies (including cabs) for the motor vehicles of   headings 8701 to 8705
用於品目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
用於子目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
用於品目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

8708.3
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

8708.8
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

9029.1
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
用於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裝置的其他零件

8512.30.00
Sound signaling equipment for cycles or motor   vehicles
摩托車或機動車輛的音響訊號裝置

8512.90.20
Parts of signaling equipment for cycles or motor   vehicles
摩托車或機動車輛訊號裝置的零件

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裝置

8527.29
Other radio-broadcast receivers for motor   vehicles
其他汽車用無線電廣播接收機

8537.2
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、控制檯、書桌、櫃及其他底座,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,用於品目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
用於品目8702機動車輛的車身(包括駕駛室)

8708.10.30
Bumpers for motor vehicles
機動車輛保險槓

8708.22
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、後窗及本章子目註釋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

8708.5
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

8708.91
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製品

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/ 好了今天就到這裡, 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。
今天到此明天再見最航運,讓一部分人先看到行業未來!我的微信 forclear歡迎航運物流產業鏈的公司廣告合作,也歡迎諮詢個人業務包括深造學習、健康保障、養老年金方案等的私人定製。此外,有興趣加入最航運知識星球的可透過以下海報連結,非終身學習長期主義者慎入,選擇終身版或年費版加入,然後,加我微信 forclear,即可順帶加入微信學習交流群作為額外的互動空間。


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