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
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
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电解液隔膜隔膜电解液电芯

中美磨料 “双反” 初裁解析：165% 税率冲击下的产业影响与突围路径

2025-06-09 14:45:28 来源：北方有色网责任编辑：王天龙

分享到：

打印

复制链接

一、案件进程与核心裁定

2025年1月6日，美国商务部对中国溶胶—凝胶氧化铝陶瓷磨料颗粒启动反倾销与反补贴调查。5月19日、28日先后公布初裁结果：因四砂泰利莱、山东英格瓷四砂泰山等10家企业未应诉，依据"可获得的不利事实"（AFA）规则，反补贴税率统一定为165.05%，反倾销幅度88.32%（抵消补贴后保证金调整为72.22%），涵盖美国海关编码2818.10.2010与2818.10.2090项下产品。反补贴与反倾销终裁分别预计于7月30日、8月11日作出，若维持初裁，相关关税将追溯至调查发起日（1月6日）生效。

二、产业冲击与连锁效应

高税率直接导致涉案产品在美国市场综合税负超200%，2023年1106万美元的对美出口规模或面临归零风险，企业被迫转向东南亚、中东等替代市场。作为工业研磨、半导体加工的核心材料，其成本激增将传导至美国汽车制造、航空航天等下游产业，加剧全球供应链波动。更需警惕的是，本案可能成为贸易保护主义"导火索"——2023年美国自中国进口的原生熔融氧化铝、碳化硅占其总进口量的91%和88%，类似调查若持续蔓延，将对中国磨料行业形成系统性冲击，欧盟、印度等经济体亦可能跟风启动贸易限制。

免责声明
北方有色网提供的信息仅供参考，不作为决策建议，客户需自主判断决策，并自行承担相关后果。本报告版权归北方有色网所有，仅限客户自身使用。如需引用，须联系申请授权；未经书面许可，任何机构或个人不得以任何形式传播、发布、篡改本报告。北方有色网保留追究任何侵权行为法律责任的权利。

日报

更多+

▪2025年12月18日钴市场日报[12-18]

▪2025年12月18日钛市场日报[12-18]

▪2025年12月18日稀土市场日报[12-18]

▪2025年12月18日锌市场日报[12-18]

▪2025年12月18日电解铝市场日报[12-18]

周报

更多+

▪《锆市场周报》第50周（12.8-12.12）[12-16]

▪《铜市场周报》第50周（12.8-12.12）[12-15]

▪《电解铝周报》第50周（12.8-12.12)[12-15]

▪《铅锌周报》第50周（12.8-12.12)[12-15]

▪《钛市场周报》第50周（12.8-12.12）[12-15]

研究报告

更多+

▪碳酸锂价格有望高位震荡-2025年11月碳酸锂月报[12-08]

▪《锌市场月报》第11月（10.1-10.30)[12-08]

▪《铝市场月报》第11月（11.1-11.30）[12-05]

▪《钛市场月报》第11月（11.1-11.30）[12-05]

▪《钛市场月报》第10月（10.1-10.31）[11-20]

主编视角

更多+

▪主编视角：稀土元素——半导体行业进步的多重推进器[11-21]

▪主编视角：钼金属——半导体微型化的新引擎[11-21]

▪刚果（金）“掐住”钴咽喉，中国新能源如何破局？[11-20]

▪印尼按下“暂停键”，全球镍产业迎来大变局？[11-20]

▪Empire Metals公司在吉隆坡TZMI大会展示Pitfield钛项目，揭示全球钛产业新焦点[11-14]

热点

更多+

▪投资5亿！武汉6万吨铁锂电池回收项目投产，干法技术领跑行业[12-18]

▪2025光伏行业盈利改善亏损持续收窄[12-18]

▪封关启幕：金融“活水”筑牢海南自贸港开放基石[12-18]

▪印尼拟大幅下调2026年镍矿产量目标[12-18]

▪深圳27人走私管制金属锑锭166余吨出境主犯被判12年[12-18]

基本文件流程错误 SQL 调试

/websites/wwwroot/cmcc/public/index.php ( 0.75 KB )
/websites/wwwroot/cmcc/thinkphp/start.php ( 0.72 KB )
/websites/wwwroot/cmcc/thinkphp/base.php ( 2.60 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Loader.php ( 21.07 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Error.php ( 3.75 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Config.php ( 6.38 KB )
/websites/wwwroot/cmcc/thinkphp/convention.php ( 10.37 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/App.php ( 21.51 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Request.php ( 49.78 KB )
/websites/wwwroot/cmcc/application/config.php ( 10.22 KB )
/websites/wwwroot/cmcc/application/database.php ( 1.96 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Hook.php ( 4.71 KB )
/websites/wwwroot/cmcc/application/tags.php ( 0.96 KB )
/websites/wwwroot/cmcc/application/common.php ( 28.86 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Env.php ( 1.21 KB )
/websites/wwwroot/cmcc/thinkphp/helper.php ( 17.30 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Lang.php ( 7.41 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Log.php ( 6.05 KB )
/websites/wwwroot/cmcc/thinkphp/lang/zh-cn.php ( 11.81 KB )
/websites/wwwroot/cmcc/application/route.php ( 2.86 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Route.php ( 60.23 KB )
/websites/wwwroot/cmcc/application/index/controller/News.php ( 29.18 KB )
/websites/wwwroot/cmcc/application/index/controller/Base.php ( 3.63 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Controller.php ( 6.07 KB )
/websites/wwwroot/cmcc/thinkphp/library/traits/controller/Jump.php ( 4.90 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/View.php ( 6.77 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/view/driver/Think.php ( 5.64 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Template.php ( 44.90 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/template/driver/File.php ( 2.24 KB )
/websites/wwwroot/cmcc/application/common/library/RedisUtil.php ( 0.83 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Cache.php ( 6.10 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/cache/driver/Redis.php ( 6.54 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/cache/Driver.php ( 5.98 KB )
/websites/wwwroot/cmcc/application/admin/model/Para.php ( 0.09 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Model.php ( 69.14 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Db.php ( 6.67 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/db/connector/Mysql.php ( 3.89 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/db/Connection.php ( 29.97 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/db/Query.php ( 93.77 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/db/builder/Mysql.php ( 4.53 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/db/Builder.php ( 31.55 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Debug.php ( 7.13 KB )
/websites/wwwroot/cmcc/application/admin/model/News.php ( 3.74 KB )
/websites/wwwroot/cmcc/application/admin/model/Cate.php ( 0.59 KB )
/websites/wwwroot/cmcc/application/admin/model/Admin.php ( 0.09 KB )
/websites/wwwroot/cmcc/application/common/consts/NewsConst.php ( 0.28 KB )
/websites/wwwroot/cmcc/application/admin/model/IndexCate.php ( 0.45 KB )
/websites/wwwroot/cmcc/runtime/temp/ae754a079b49dad486f0fa457bc10d5b.php ( 131.67 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Url.php ( 12.72 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Response.php ( 8.28 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/debug/Html.php ( 4.17 KB )

[ DB ] CONNECT:[ UseTime:0.000431s ] mysql:host=127.0.0.1;port=3306;dbname=ysscdb;charset=utf8mb4
[ SQL ] SHOW COLUMNS FROM `tb_para` [ RunTime:0.000693s ]
[ SQL ] SELECT * FROM `tb_para` WHERE `id` = 1 LIMIT 1 [ RunTime:0.000442s ]
[ SQL ] SHOW COLUMNS FROM `tb_news` [ RunTime:0.000513s ]
[ SQL ] SELECT * FROM `tb_news` WHERE `id` = 2867 LIMIT 1 [ RunTime:0.000346s ]
[ SQL ] SHOW COLUMNS FROM `tb_cate` [ RunTime:0.000424s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `id` = 103 LIMIT 1 [ RunTime:0.000288s ]
[ SQL ] SHOW COLUMNS FROM `tb_admin` [ RunTime:0.000438s ]
[ SQL ] SELECT * FROM `tb_admin` WHERE `id` = 15 LIMIT 1 [ RunTime:0.000303s ]
[ SQL ] SELECT `id`,`title`,`url` FROM `tb_news` WHERE `cate_id` = 98 ORDER BY `submit_date` DESC LIMIT 10 [ RunTime:0.004141s ]
[ SQL ] SHOW COLUMNS FROM `tb_index_cate` [ RunTime:0.000457s ]
[ SQL ] SELECT * FROM `tb_index_cate` WHERE `cate_aid` = 1 ORDER BY `sortid` ASC [ RunTime:0.000342s ]
[ SQL ] select dt,num from tb_price where check_status=1 and cate_aid=1 and cate_bid=10 and cate_cid=27 and area_aid=1 and area_bid=9 and area_cid=41 and mode01=113 and mode02=-1 and mode03=941 and mode04=-1 and mode05=1899 order by dt desc limit 2 [ RunTime:0.000427s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `id` = 10 LIMIT 1 [ RunTime:0.000288s ]
[ SQL ] select dt,num from tb_price where check_status=1 and cate_aid=1 and cate_bid=11 and cate_cid=38 and area_aid=1 and area_bid=14 and area_cid=91 and mode01=184 and mode02=621 and mode03=1095 and mode04=-1 and mode05=1899 order by dt desc limit 2 [ RunTime:0.000310s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `id` = 11 LIMIT 1 [ RunTime:0.000288s ]
[ SQL ] select dt,num from tb_price where check_status=1 and cate_aid=1 and cate_bid=12 and cate_cid=46 and area_aid=1 and area_bid=9 and area_cid=41 and mode01=325 and mode02=-1 and mode03=1231 and mode04=-1 and mode05=1899 order by dt desc limit 2 [ RunTime:0.000313s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `id` = 12 LIMIT 1 [ RunTime:0.000275s ]
[ SQL ] select dt,num from tb_price where check_status=1 and cate_aid=1 and cate_bid=13 and cate_cid=49 and area_aid=1 and area_bid=9 and area_cid=41 and mode01=377 and mode02=696 and mode03=1275 and mode04=-1 and mode05=1899 order by dt desc limit 2 [ RunTime:0.000376s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `id` = 13 LIMIT 1 [ RunTime:0.000282s ]
[ SQL ] select dt,num from tb_price where check_status=1 and cate_aid=1 and cate_bid=14 and cate_cid=54 and area_aid=1 and area_bid=9 and area_cid=41 and mode01=419 and mode02=-1 and mode03=1400 and mode04=-1 and mode05=1899 order by dt desc limit 2 [ RunTime:0.000361s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `id` = 14 LIMIT 1 [ RunTime:0.000286s ]
[ SQL ] SHOW COLUMNS FROM `tb_advert` [ RunTime:0.000477s ]
[ SQL ] SELECT * FROM `tb_advert` WHERE `id` = 1 LIMIT 1 [ RunTime:0.000309s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 10 AND `id` < 3242 ORDER BY `sortid` ASC LIMIT 8 [ RunTime:0.001280s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 11 AND `id` < 3242 ORDER BY `sortid` ASC LIMIT 8 [ RunTime:0.001255s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 2 AND `id` < 3242 ORDER BY `sortid` ASC LIMIT 6 [ RunTime:0.001336s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 12 AND `id` < 3242 ORDER BY `sortid` ASC LIMIT 5 [ RunTime:0.001367s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 13 AND `id` < 3242 ORDER BY `sortid` ASC LIMIT 5 [ RunTime:0.001318s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 3 AND `id` < 3242 ORDER BY `sortid` ASC LIMIT 6 [ RunTime:0.001265s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 10 AND `id` < 3242 ORDER BY `sortid` ASC [ RunTime:0.001314s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 11 AND `id` < 3242 ORDER BY `sortid` ASC [ RunTime:0.001302s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 12 AND `id` < 3242 ORDER BY `sortid` ASC [ RunTime:0.001253s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 13 AND `id` < 3242 ORDER BY `sortid` ASC [ RunTime:0.001295s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 14 AND `id` < 3242 ORDER BY `sortid` ASC [ RunTime:0.001229s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 19 AND `id` < 3242 ORDER BY `sortid` ASC [ RunTime:0.001226s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 15 AND `id` < 3242 ORDER BY `sortid` ASC [ RunTime:0.001363s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 16 AND `id` < 3242 ORDER BY `sortid` ASC [ RunTime:0.001594s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 17 AND `id` < 3242 ORDER BY `sortid` ASC [ RunTime:0.001278s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 3 AND `id` < 3242 ORDER BY `sortid` ASC [ RunTime:0.001267s ]
[ SQL ] SELECT * FROM `tb_advert` WHERE `id` = 48 LIMIT 1 [ RunTime:0.000442s ]
[ SQL ] SELECT * FROM `tb_advert` WHERE `id` = 49 LIMIT 1 [ RunTime:0.000314s ]
[ SQL ] SELECT * FROM `tb_advert` WHERE `id` = 50 LIMIT 1 [ RunTime:0.000315s ]
[ SQL ] SELECT * FROM `tb_para` WHERE `id` = 1 LIMIT 1 [ RunTime:0.000389s ]