> 数据图表想关注一下3.32025-5-33.325——2-3Alpha2424.2%中国越南东盟CR10100%80%60%77.7%40%36.8%20.1%10.8%20%0%76.2%26.2%24.2%15.2%2016 2017 2018 2019 2020 2021 2022 2023 2024商品名称HTS编号棉织物5208.11.20精纺羊毛织物5112.11.10加征前本次加征加征后加征前本次加征加征后加征前皮质箱包4202.11.00本次加征男士/女士棉质外套6101.20.006102.20.00加征后加征前本次加征加征后加征前棉质T恤6109.10.00本次加征加征后加征前皮质鞋面运动鞋6404.11.20本次加征加征后加征前植物纤维鞋面运动鞋6404.11.51本次加征非植物纤维鞋面运动鞋 6404.11.75加征后加征前本次加征加征后中国42.0%10.0%52.0%42.0%10.0%52.0%43.0%10.0%53.0%33.4%10.0%43.4%34.0%10.0%44.0%28.0%10.0%38.0%17.5%10.0%27.5%22.5%10.0%32.5%越南7.0%10.0%17.0%7.0%10.0%17.0%8.0%10.0%18.0%15.9%10.0%25.9%16.5%10.0%26.5%10.5%10.0%20.5%7.5%10.0%17.5%12.5%10.0%22.5%柬埔寨孟加拉国7.0%10.0%17.0%7.0%10.0%17.0%8.0%10.0%18.0%15.9%10.0%25.9%16.5%10.0%26.5%10.5%10.0%20.5%7.5%10.0%17.5%12.5%10.0%22.5%7.0%10.0%17.0%7.0%10.0%17.0%8.0%10.0%18.0%15.9%10.0%25.9%16.5%10.0%26.5%10.5%10.0%20.5%7.5%10.0%17.5%12.5%10.0%22.5%印尼7.0%10.0%17.0%7.0%10.0%17.0%8.0%10.0%18.0%15.9%10.0%25.9%16.5%10.0%26.5%10.5%10.0%20.5%7.5%10.0%17.5%12.5%10.0%22.5%巴基斯坦7.0%10.0%17.0%7.0%10.0%17.0%8.0%10.0%18.0%15.9%10.0%25.9%16.5%10.0%26.5%10.5%10.0%20.5%7.5%10.0%17.5%12.5%10.0%22.5%印度7.0%10.0%17.0%7.0%10.0%17.0%8.0%10.0%18.0%15.9%10.0%25.9%16.5%10.0%26.5%10.5%10.0%20.5%7.5%10.0%17.5%12.5%10.0%22.5%数据来源：Wind，国泰海通证券研究数据来源： U.S International Trade Commission，国泰海通证券研究（注：加征前，中国在基础关税基础上增加第三份关税清单（25%），第四份关税清单（7.5%）和芬太尼关税（10%），根据最新谈判结果，美国对包括中国在内的多国暂时加征10%对等关税）22国泰海通综合其他
