Tuam Tshoj-US Kev Lag Luam Kev Lag Luam: Hnub Ci Khoom Siv Khoom Siv Hluav Taws Xob Extended Los Ntawm 1 Xyoo

Cov Khoom Siv Hnub Ci-Txog Lub Kaum Ib Hlis 2026

Lub Chaw Haujlwm Saib Xyuas Kev Lag Luam Hauv Tebchaws Meskas (USTR) tau tshaj tawm rau lub Kaum Ib Hlis 26, 2025 (lub sijhawm hauv zos) tias nws yuav txuas ntxiv 301 lub sijhawm zam kev zam rau 178 pawg ntawm Suav cov khoom los ntawm ib xyoos. Qhov kev zam, thawj zaug tau teem sijhawm tas sijhawm rau lub Kaum Ib Hlis 29, 2025, tam sim no yuav khiav mus txog rau lub Kaum Ib Hlis 10, 2026, nrog cov khoom siv hnub ci tsim thiab silicon wafer ntau lawm cov cuab yeej ua cov khoom tseem ceeb ntawm daim ntawv zam.

USTR tau qhia meej txog qhov txuas ntxiv mus rau keeb kwm kev lag luam thiab kev cog lus kev lag luam tau ua los ntawm Suav thiab Asmeskas cov thawj coj hauv lub Kaum Ib Hlis 1, 2025, ua rau nws yog qhov tseem ceeb ua raws- nce kev ntsuas. Qhov kev txav mus los yog qhov kev hloov pauv thib plaub rau txoj cai zam txij li xyoo 2024, qhia txog kev cia siab rau Asmeskas txuas ntxiv rau cov khoom siv hauv Suav teb thaum siv zog los kho nws cov txheej txheem kev lag luam.

Cov ntsiab lus tseem ceeb ntawm Kev zam

1. Exempt Product Scope

178 pawg npog cov khoom siv hnub ci thoob plaws tag nrho cov kev lag luam, ntxiv rau cov khoom siv kho mob, cov khoom siv hluav taws xob, thiab cov khoom siv tshuaj. Lub hnub ci tseem ceeb- ntsig txog cov khoom muaj xws li:

- Wafer ntau lawm: Monocrystalline ingot kev loj hlob rauv, pob zeb diamond hlau txiav tshuab, thiab cov khoom siv rov ua kom txias.

- Cell manufacturing: Plasma Enhanced Chemical Vapor Deposition (PECVD) systems and Physical Vapor Deposition (PVD) equipment.

- Module sib dhos: Cov kab luam ntawv luam tawm, sintering rauv, thiab ultra- nyias silicon wafer tuav machinery.

2. Txoj Cai Evolution ncua sij hawm

- Tsib Hlis 2024: USTR tau txuas ntxiv 164 qhov kev zam uas twb muaj lawm thiab ntxiv 14 qhov tshiab (tseem ceeb rau cov khoom siv hnub ci), teem caij tas sijhawm rau lub Tsib Hlis 31, 2025.

- Lub Yim Hli 28, 2025: Thawj qhov txuas ntxiv tau thawb lub sijhawm kawg rau lub Kaum Ib Hlis 29, 2025.

- Kaum Ib Hlis 26, 2025: Kev ncua thib ob txuas ntxiv kev zam mus rau lub Kaum Ib Hlis 10, 2026, tuav cov npe 178 pawg.

Strategic Logic: "Loose on Equipment, Tight on Products"

USTR qhov kev txiav txim siab hinges ntawm qhov tseeb pragmatic: "kev muab khoom ntawm cov cuab yeej no tseem txwv nyob sab nraud Suav," raws li tau hais hauv nws qhov kev tshaj tawm. Txoj cai qhia txog kev txhob txwm tshaj tawm hauv Teb Chaws Asmeskas lub tswv yim ntawm "loo ntawm cov khoom siv, nruj ntawm cov khoom" kom sib npaug ob lub hom phiaj:

- luv-lub sij hawm: Txo cov nqi rau Asmeskas cov tuam txhab hnub ci hauv tsev los ntawm kev tso cai rau lub luag haujlwm- cov khoom siv hauv Suav teb tsis pub dawb, uas tseem tsis sib xws hauv qhov tseeb, kev loj hlob, thiab tus nqi- kev sib tw.

- Ntev-Lub sij hawm: Tiv thaiv US lub hnub ci cell / module tsim tawm los ntawm kev tso 50% tariffs rau Suav - ua hnub ci hlwb thiab silicon wafers, thaum siv ib xyoo - ncua sij hawm los tsim lwm yam khoom siv chains nrog cov phooj ywg xws li Europe thiab India.

Qhov kev sib tw - taug qab txoj hauv kev no ua raws li IRA lub hom phiaj ntawm kev txhawb nqa Asmeskas kev tsim khoom hauv tsev - txo cov nqi teeb tsa lub Hoobkas nrog cov khoom siv hauv Suav teb thaum tiv thaiv cov khoom tiav hauv zos los ntawm kev sib tw.

Kev cuam tshuam rau Tuam Tshoj-US PV Kev Lag Luam

Rau Suav Solar Equipment Makers

- Luv- lub sij hawm upside: ruaj khov export kev cia siab yuav txhawb nqa kev txiav txim ntim thiab kev siv peev xwm rau cov tuam txhab ua lag luam (xws li Linton Crystal Technology), raws li Asmeskas kev thov rau siab - cov cuab yeej tsim khoom zoo tseem muaj zog.

- Lub sij hawm ntev- ceeb toom: Lub Kaum Ib Hlis 2026 lub sijhawm kawg tau teeb tsa lub sijhawm meej rau Asmeskas kom txo kev cia siab. Chinese firms face pressure to accelerate R&D in cutting-edge technologies (eg, perovskite cell equipment) and TOPCon/HJT processes to maintain competitiveness.

Rau US Solar Industry

- Kev pab tam sim ntawd: Cov tuam txhab tsim khoom hauv tsev tau txais chav ua pa rau qhov chaw nqi - cov cuab yeej siv tau zoo, ua kom lub Hoobkas ua kom nrawm thiab muaj peev xwm nthuav dav.

- Cov qauv kev sib tw: Qhov txuas ntxiv qhia txog US qhov tsis muaj peev xwm los hloov cov cuab yeej suav hauv lub sijhawm ze, ncua nws lub hom phiaj ntawm kev xa khoom thoob ntiaj teb.

Kev Lag Luam Outlook & Cov Lus Pom Zoo

Rau Suav Enterprises

1. Khaws ib lub sijhawm -xyoo lub qhov rais kom kaw ntev - lub sij hawm US xaj thiab nthuav dav thoob ntiaj teb hneev taw los ntawm cov chaw tsim khoom txawv teb chaws lossis cov kev pabcuam hauv zos.

2. Kev nqis peev hauv qib siab - cov cuab yeej siv R&D kawg los tsim cov cuab yeej thev naus laus zis dhau mus txog ntawm cov neeg sib tw tawm tshiab.

Rau US Stakeholders

1. Siv lub sijhawm txuas ntxiv los txhawb kev txhawb nqa thiab kev txhawb nqa se rau cov neeg tsim khoom hauv tsev, txo qhov sib txawv nrog cov neeg muag khoom hauv Suav.

2. Koom tes nrog cov phooj ywg los tsim cov khoom siv sib txawv ntawm cov khoom siv sib txawv, txo qis ib qho - qhov kev vam khom.