最航运 | 为什么中国美线货量下降但还有商品在抢运？

1/ 我是最航运丹尼斯，今天量化分析美国即将于2025年5月3日生效的汽车零部件25%的232条款关税。涉及130个HTS编码商品类目包括船公司们的底舱货之一轮胎，出货稳定的 轻抛货。 需要特别注意的是，目前已实施的232条款关税范围涵盖钢铁及其制品、汽车整车，已宣布即将生效的还有汽车零部件25%。此外，已启动调查的木材、铜及其制品、半导体、医药制品等类别，均被纳入所谓“ 对等关税”的豁免清单，也就是不用加征125%。 所以美国进口关税目前是非常畸形的，按常理232条款的特定行业关税应该高于其它一般商品，而现在232条款关税商品反而远低于被实施”对等关税“125%的一般商品。换个角度，最终新征”对等关税“ 低于25%才合理，从关税层次结构角度。当然轮胎等特殊还有反倾销和反补贴税。

2/ 因为汽车零部件5月3号才征收，所以 美线对于这部分商品有一定的抢运动力，虽然中国美线整体货量显然大幅下降。我筛选4011，8078给大家一个大致的2024年中国美线货量参考（关于这两个类目，因为只筛选到前4位所以会高于公告的子类别总和）。所有130个HTS编码我放到最后，用AI工具整理，这里还是人工筛选。8708也就是 机动车辆第8701至8705项下的零件及附件在2024年美国自中国大陆进口355623标准箱，4011各种轮胎在2024年美国自中国大陆进口149925标准箱。

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年轮胎品类部分发货人部分美线数据

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/ 这段有AI工具自行搜索与整理，仅供参考，2025年5月3号要加征的232条款关税25%涉及以下汽车零部件。因为特变量的反复，也可能又有变化。编辑到这里，电脑已经快死机资源过载，表格设置隔行变色已失效。

HTS 编码

英文描述

中文翻译

4009.12.0020

Reinforced rubber hoses with metal fittings

带金属接头的增强橡胶软管

4009.22.0020

Reinforced rubber hoses with textile fittings

带纺织品接头的增强橡胶软管

4009.32.0020

Reinforced rubber hoses with plastic fittings

带塑料接头的增强橡胶软管

4009.42.0020

Reinforced rubber hoses without fittings

无接头的增强橡胶软管

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

载重指数不超过121且速度类别符号为HR或更高的轿车用新的充气轮胎

4011.10.50

Other new pneumatic tires for motor cars

其他新的轿车用充气轮胎

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

载重指数不超过121且速度类别符号为LR或更高的客车或货车用新的充气轮胎

4012.19.40

Retreaded pneumatic tires for motor cars

翻新的轿车用充气轮胎

4012.19.80

Other retreaded pneumatic tires

其他翻新的充气轮胎

4012.20.60

Used pneumatic tires for motor vehicles

二手机动车辆用充气轮胎

4013.10.0010

Inner tubes for tires of motor cars, buses or trucks

轿车、客车或货车轮胎的内胎

4013.10.0020

Inner tubes for tires of other vehicles

其他车辆轮胎的内胎

4016.99.6010

Rubber mountings of a kind used in motor vehicles

机动车辆用橡胶支座

7007.21.51

Laminated safety glass for motor vehicles

机动车辆用夹层安全玻璃

7009.10.00

Rear-view mirrors for vehicles

车辆后视镜

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

机动车辆用钢铁板簧及其簧片

7320.20.10

Helical springs of iron or steel, for motor vehicles

机动车辆用钢铁螺旋弹簧

8301.20.00

Locks of a kind used for motor vehicles

机动车辆用锁

8302.10.30

Hinges of base metal, for motor vehicles

机动车辆用贱金属铰链

Mountings, fittings and similar articles suitable for motor vehicles

适用于机动车辆的装配件、附件及类似物品

8407.31.00

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

气缸容量不超过50毫升的火花点火往复式活塞发动机，用于机动车辆

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

气缸容量超过50毫升但不超过250毫升的火花点火往复式活塞发动机，用于机动车辆

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

气缸容量超过250毫升但不超过1000毫升的火花点火往复式活塞发动机，用于机动车辆

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

气缸容量超过1000毫升的火花点火往复式活塞发动机，用于机动车辆

8408.20.20

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

气缸容量超过150毫升但不超过250毫升的机动车辆用压燃式内燃活塞发动机

8409.91.1040

Parts of spark-ignition reciprocating piston engines for motorcycles

摩托车用火花点火往复式活塞发动机的零件

8409.99.1040

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

机动车辆（摩托车除外）用火花点火往复式活塞发动机的零件

8413.30.10

Fuel injection pumps for compression-ignition engines of motor vehicles

机动车辆压燃式发动机用燃油喷射泵

8413.30.90

Other fuel pumps for internal combustion engines of motor vehicles

机动车辆内燃机的其他燃油泵

8413.91.10

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

机动车辆压燃式发动机用燃油喷射泵的零件

8413.91.9010

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

机动车辆火花点火式发动机用燃油泵的零件

8414.30.8030

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

机动车辆空调系统用压缩机

8414.59.30

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

机动车辆空调系统用风扇

8414.59.6540

Fans of a kind used for engine cooling in motor vehicles

机动车辆发动机冷却用风扇

8414.80.05

Turbochargers for internal combustion engines of motor vehicles

机动车辆内燃机用涡轮增压器

8415.20.00

Air-conditioning machines of a kind used for motor vehicles

机动车辆用空调机

8421.23.00

Oil filters for internal combustion engines of motor vehicles

机动车辆内燃机用油过滤器

8421.32.00

Air filters for internal combustion engines of motor vehicles

机动车辆内燃机用空气过滤器

8425.49.00

Other hydraulic jacks of a kind used for raising motor vehicles

其他机动车辆用液压千斤顶

8426.91.00

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

用于装载机动车辆的轮胎式自行式起重机

8431.10.0090

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

机动车辆装卸搬运机械的零件

8471

Automatic data processing machines and units thereof

自动数据处理机及其部件

8482.10.10

Ball bearings with an outside diameter not exceeding 30 mm

外径不超过30毫米的滚珠轴承

8482.10.5044

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

外径超过30毫米但不超过72毫米且宽度超过20毫米的滚珠轴承

8482.10.5048

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

其他外径超过30毫米但不超过72毫米的滚珠轴承

8482.20.0020

Tapered roller bearings with an outside diameter not exceeding 30 mm

外径不超过30毫米的圆锥滚子轴承

8482.20.0030

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

外径超过30毫米但不超过72毫米且宽度超过20毫米的圆锥滚子轴承

8482.20.0040

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

其他外径超过30毫米但不超过72毫米的圆锥滚子轴承

8482.20.0061

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

外径超过72毫米但不超过150毫米且宽度超过40毫米的圆锥滚子轴承

8482.20.0070

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

其他外径超过72毫米但不超过150毫米的圆锥滚子轴承

8482.20.0081

Tapered roller bearings with an outside diameter exceeding 150 mm

外径超过150毫米的圆锥滚子轴承

8482.40.00

Needle roller bearings

滚针轴承

8482.50.00

Other cylindrical roller bearings

其他圆柱滚子轴承

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

气缸容量超过1000毫升的火花点火往复式活塞发动机用传动轴（包括凸轮轴、曲轴和连杆轴）

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

输出功率超过750瓦但不超过75千瓦的直流电机

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

输出功率超过75千瓦但不超过375千瓦的直流电机

Other AC motors, single-phase

其他单相交流电机

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

输出功率不超过750瓦的多相交流电机

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

输出功率超过750瓦但不超过75千瓦的多相交流电机

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

用于起动活塞式发动机的铅酸蓄电池

Lithium-ion accumulators

锂离子蓄电池

8507.90.40

Parts of lead-acid accumulators

铅酸蓄电池的零件

8507.90.80

Parts of other accumulators

其他蓄电池的零件

8511.10.0000

Spark plugs for internal combustion engines

内燃机用火花塞

8511.20.00

Ignition magnetos; magneto-dynamos; magnetic flywheels

点火磁电机；磁力发电机；磁性飞轮

8511.40.00

Starter motors and dual purpose starter-generators

起动电机和两用起动发电机

8511.80.60

Other electrical ignition or starting equipment for internal combustion engines

内燃发动机用其他电气点火或起动设备

8512.20.20

Lighting equipment for motor vehicles

机动车辆照明设备

8512.40.20

Defrosters and demisters for motor vehicles

机动车辆除霜器和除雾器

8512.90.60

Other parts of electrical lighting or signaling equipment for motor vehicles

机动车辆电气照明或信号设备的其他零件

8525.60.1010

Radio Transceivers, Citizens Band (CB) Type

无线电收发机，公民波段（CB）型

8536.41.0005

Automotive Signaling Flashers, For A Voltage Not Exceeding 60 Volts

汽车信号闪光器，电压不超过60伏

8539.10.0010

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

用于特定车辆的密封式灯泡单元，小于15.24厘米

8706.00.03

Chassis Fitted With Engines For Vehicles Of Subheading 8704.21 Or 8704.31

装有发动机的底盘，用于子目8704.21或8704.31的车辆

8706.00.25

Chassis Fitted With Engines For Vehicles Of Heading 8705

装有发动机的底盘，用于品目8705的车辆

8707.10.0040

Bodies (including Cabs) For Other Vehicles Of Heading 8703

用于品目8703其他车辆的车身（包括驾驶室）

8707.90.5060

Bodies (including Cabs) For Motor Vehicles Of Subheading 8704

用于子目8704机动车辆的车身（包括驾驶室）

8708.10.60

Parts of bumpers for motor vehicles

机动车辆保险杠的零件

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

机动车辆车身（包括驾驶室）的其他零件和附件

8708.40.70

Gear Boxes For Motor Vehicles

机动车辆变速箱

Road wheels and parts and accessories thereof for motor vehicles

机动车辆的道路车轮及其零件和附件

8708.93.60

Clutches and parts thereof for motor vehicles

机动车辆的离合器及其零件

Safety airbags with inflater system; parts thereof

带充气系统的安全气囊及其零件

8708.99.58

Double flanged wheel hub units incorporating ball bearings

包含滚珠轴承的双法兰车轮轮毂单元

Rangefinders

测距仪

9401.20.00

Seats of a kind used for motor vehicles

机动车辆用座椅

8511.30.0040

Distributors for internal combustion engines

内燃机用分电器

8511.50.00

Other generators for internal combustion engines

内燃机用其他发电机

8511.90.6020

Distributor contact (breaker point) sets (parts)

分电器触点（断电器）组件（零件）

8512.20.40

Visual signaling equipment for motor vehicles

机动车辆视觉信号设备

8512.40.40

Windshield wipers for motor vehicles

机动车辆挡风玻璃刮水器

8512.90.70

Parts of defrosters and demisters for motor vehicles

机动车辆除霜器和除雾器的零件

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

机动车辆用无线电广播接收机，与录音或放音装置组合在一起

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

装有两个或多个品目8535或8536装置的电力控制或分配用板、盘、控制台、书桌、柜及其他底座，包括装有第九十章仪器或装置的，以及电压不超过1000伏的数控装置，但品目8517的交换机除外

8539.10.0050

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

用于特定车辆的密封式灯泡单元，15.24厘米或以上

8706.00.05

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

其他装有发动机的底盘，用于品目8701至8705的机动车辆

8707

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

用于品目8701至8705的机动车辆的车身（包括驾驶室）

8707.90.5020

Bodies (including Cabs) For Motor Vehicles Of Subheading 8701.20

用于子目8701.20机动车辆的车身（包括驾驶室）

8707.90.5080

Bodies (including Cabs) For Vehicles Of Heading 8705

用于品目8705车辆的车身（包括驾驶室）

8708.21.00

Safety seat belts for motor vehicles

机动车辆安全带

Brakes and servo-brakes; parts thereof for motor vehicles

机动车辆的制动器和助力制动器及其零件

8708.40.75

Other parts of gear boxes for motor vehicles

机动车辆变速箱的其他零件

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

机动车辆的悬架系统及其零件（包括减震器）

8708.93.75

Other parts of clutches for motor vehicles

机动车辆离合器的其他零件

8708.99.53

Of cast-iron parts and accessories for motor vehicles

机动车辆的铸铁零件和附件

8708.99.68

Other parts for power trains of motor vehicles

机动车辆动力传动系统的其他零件

Revolution counters

转速计

9401.20.00

Seats of a kind used for motor vehicles

机动车辆用座椅

8511.30.0080

Ignition coils for internal combustion engines

内燃机用点火线圈

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伏系统的带断电继电器的电压和电压电流调节器

8511.90.6040

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

内燃发动机电气点火或起动设备的其他零件

8512.30.00

Sound signaling equipment for cycles or motor vehicles

摩托车或机动车辆的音响信号设备

8512.90.20

Parts of signaling equipment for cycles or motor vehicles

摩托车或机动车辆信号设备的零件

8519.81.20

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

使用磁性、光学或半导体介质的汽车用放音设备

Other radio-broadcast receivers for motor vehicles

其他汽车用无线电广播接收机

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

装有两个或多个品目8535或8536装置的电力控制或分配用板、盘、控制台、书桌、柜及其他底座，包括装有第九十章仪器或装置的，以及电压超过1000伏的数控装置，但品目8517的交换机除外

8544.30.00

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

车辆、飞机或船舶用点火线束和其他线束

8706.00.15

Chassis Fitted With Engines For Vehicles Of Heading 8703

装有发动机的底盘，用于品目8703的车辆

8707.10.0020

Bodies (including Cabs) For Passenger Automobiles

客用汽车车身（包括驾驶室）

8707.90.5040

Bodies (including Cabs) For Motor Vehicles Of Heading 8702

用于品目8702机动车辆的车身（包括驾驶室）

8708.10.30

Bumpers for motor vehicles

机动车辆保险杠

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

机动车辆的前挡风玻璃、后窗及本章子目注释1中规定的其他窗户

8708.40.11

Gear boxes for specific motor vehicles

特定机动车辆用变速箱

8708.40.70

Gear Boxes For Motor Vehicles

机动车辆变速箱

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

机动车辆的带差速器的驱动桥，无论是否装有其他传动部件，以及非驱动桥；及其零件

Radiators and parts thereof for motor vehicles

机动车辆散热器及其零件

8708.93.75

Other parts of clutches for motor vehicles

机动车辆离合器的其他零件

8708.99.55

Vibration control goods containing rubber for motor vehicles

机动车辆用含橡胶的减振制品

8716.90.50

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

货物运输用拖车和半挂车的零件

9029.20.4080

Other speedometers and tachometers for motor vehicles

其他机动车辆用速度计和转速计

5/ 好了今天就到这里， 邀请参与最航运的一起捐，为乡村孩子筹集爱心，中国社会福利基金会《授渔计划乡村助学》 一起积累福报。

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