特朗普政府宣布对进口啤酒及空铝罐加征 25% 关税

基础金属	铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材镁
稀有金属	稀土稀土矿稀土氧化物稀土金属钕铁硼稀散金属锑铋铟锗镓硒钽锆贵金属白银钨钨精矿 APT(仲钨酸铵)钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉硒
新能源	锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极硅

基础金属

铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材镁

稀有金属

稀土稀土矿稀土氧化物稀土金属钕铁硼 稀散金属锑铋铟锗镓硒钽锆 贵金属白银钨钨精矿 APT(仲钨酸铵)钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉硒

新能源

锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰 锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极硅

特朗普政府宣布对进口啤酒及空铝罐加征 25% 关税

2025-04-03 11:33:52 来源：北方有色网责任编辑：管理员

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当地时间 4 月 3 日，美国商务部发布公告称，将从 4 月 4 日起对所有进口啤酒及空铝罐加征 25% 关税，这一举措被纳入特朗普政府扩大铝制品关税的政策框架。根据美国统计局数据，2024 年美国啤酒进口总额达 75 亿美元，其中墨西哥以 63 亿美元的进口额占据主导地位，荷兰、爱尔兰和加拿大分列其后，进口额分别为 6.83 亿、1.92 亿和 7300 万美元。

此次关税调整将直接冲击美国啤酒供应链。数据显示，墨西哥啤酒占据美国进口市场的 84% 份额，其中科罗娜、莫德罗等品牌通过 NAFTA 框架下的零关税政策长期主导美国市场。随着关税生效，墨西哥啤酒在美国的终端售价预计将上涨 16%-20%，部分经销商已提前启动囤货计划，将订单量提升至平时的三倍。

值得注意的是，此次关税政策与美墨加协定（USMCA）存在潜在冲突。根据该协定第 32 章规定，三国间贸易需满足严格的原产地规则，但美国政府以 "国家安全" 为由，未对符合协定标准的进口产品实施豁免。墨西哥政府已明确表示将启动 WTO 申诉机制，并考虑对美国农产品采取报复性关税。

特朗普政府同期还宣布对欧盟、日本等贸易伙伴实施差异化关税政策，其中欧盟面临 20% 的整体关税，越南、柬埔寨等东南亚国家则被加征最高 49% 的关税。这些举措旨在降低美国贸易逆差，推动供应链回流。数据显示，2024 年美国商品贸易逆差达 1.2 万亿美元，其中汽车及零部件占比超 30%。

受关税消息影响，美股期货市场出现剧烈波动。标普 500 指数期货在政策公布后半小时内下跌 1.9%，纳指期货跌幅扩大至 2.7%。经济学家警告，关税叠加高利率环境可能使美国 GDP 增速在 2025 年放缓至 1.5% 以下，通胀压力也将因进口成本上升而加剧。

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特朗普政府宣布对进口啤酒及空铝罐加征 25% 关税

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