也就是说对华关税导致美国从中国进口相关经济活动每年减少近万亿美元,这还不算对华出口的损失。
中国对美出口损失大概5000亿,刨去进口材料重复计算可能产值损失3500亿,相关经济活动在7000亿美元左右。设及一千万就业人员。
总体看对华关税战似乎对两国实体经济杀伤力差不多。考虑到美国跨国公司在对华贸易中得益最大,美企在股票市场估值下降,中产退休金价值的损失惨重,远超实体经济的损失。
Approximately 50–70% of U.S. imports from China ($438.9 billion in 2024, projected at $300–$350 billion in 2025 due to tariffs) are produced by or for U.S. companies manufacturing in China, particularly in electronics, apparel, and machinery. This high share reflects U.S. firms’ reliance on Chinese production, but tariffs are driving shifts to Mexico and South America, benefiting ETFs like ILF and EWZ. Data limitations prevent a precise figure, but the estimate aligns with industry trends and trade analyses.
If you need a sector-specific breakdown (e.g., tech vs. apparel), data for a specific company, or further ETF analysis, let me know[Image]
U.S. imports from China, with 50–70% tied to U.S. companies manufacturing there, generate significant economic activity in China (~$150–$245 billion in 2025 exports, supporting 10–20 million jobs). However, 145% U.S. tariffs in 2025 are projected to reduce China’s GDP by 0.6–2.4%, disrupt manufacturing hubs, and risk millions of jobs, particularly in electronics and textiles.