The increasing tar of President Trump with China with China threatens to fly to the US industries, from agriculture and food to airplanes and semiconductors, mass financial losses, decreases and closures, experts told the post.
On Wednesday afternoon, Trump raised the import rate of China to 125%, “effective immediately”, after a 104% tariff entered into force during the night. The intensified China rate occurred even when it announced a 90 -day break on taxes for most other nations.
That was after Beijing on early Wednesday increased its own import tax in the US coasts themselves.
Trump’s tariffs on Beijing are an attempt to level the commercial gravation gap between countries. China enjoyed a surplus of $ 361 billion over the United States in 2024, according to Financial Times.
However, China’s tax could send catastrophic costs for retail, electronic, automotive and semiconductor companies, such as Boeing and Coca-Cola, which are the main exporters of the continent, which makes them less competitive.
“American exhibitors will have a price outside the key markets during the night,” said David Warrick, Weverhaul executive vice president, a risk management company of the supply chain.
According to the tax, which will enter into force on Thursday, the thesis companies must expect to face higher supplies costs, compressed margins, Waker production and demand delays, everything that could significantly achieve the profits of the second quarter this year, Warrick said.
“A retaliation rate of 84% of China is not just symbolic, it is a commercial punishment,” Warrick said in a note.
Aircraft, cars and motorcycles
Boeing will be among the most affected American companies, since the aerospace giant already has important delineated delineated delineated with Chinese airlines.
Air China, China Eastern Airlines and China Southern Airlines, the three main nations airlines, have to deliver 45, 53 and 81 Boeing airplanes, respectively, around the next two years.
These agreements could fall if the Chinese import tax causes the Airbus rivals and the China’s commercial aircraft corporation to be more attractive.
Boeing is already fighting in the market. Their sales and deliveries looted in China after two fatal air accidents in 2018 and 2019.
However, airplanes take much more to manufacture than clothes or food products, which gives Boeing a damping period to adjust its supply chain or wait for the lowest tariffs to be negotiated, Warrick told The Post.
Detroit’s large three, forced to eat additional costs related to the rate, could influence production, fire workers or even closing factories.
“Of course, Chinese manufacturing cars govern their local market, but this is bad news for our automobile manufacturers, including Ford and GM,” CEO of the signing of the AI supply chain told The Post Brandon Daniels, CEO.
To avoid closing factories or fire workers, US companies “have to sell more nationwide, or have to find another international market that will compensate for any of the losses due to Chinese tariffs,” Warrick said.
Harley-Davidson could also soon regret his American image after trying to make roads in China.
The motorcycle brand with difficulties suffered a 18% drop in its Asian markets in 2024 compared to the previous year, according to the Powersports Business trade site.
Food and agriculture
The United States agricultural industry is expected to be another sector that faces pronounced losses, since China is an important market for the industry: bar in more than $ 27 billion of US agricultural goods last year, according to the Department of Agriculture.
China imported more than $ 1 billion each of cotton, sorghum, beef, pork and seafood from the USA. Uu last year, according to government data.
In particular, American soy farmers will lose in a large market. China imported almost $ 13 billion in US soybeans. UU. Last year, according to the USDA.
Duration The commercial war of 2018, under the first Trump administration, the US soy farmers. UU. They lost a part of their market share in China against Brazilian exporters, which is expected to benefit once again, said the American association of the Association to New York Times.
Experts told The Post that they anticipate the popular sweets of the United States and the soft drinks will also be affected by China’s rates.
Coca-Cola, with its market capitalization of $ 300 billion, has an important footprint in China. Last year, the company accumulated $ 3.25 billion in sales, according to Swire, Cocak bottling partner on the continent.
The Soda giant, along with other important food partners such as Hershey, who operates facilities in Pennsylvania, Tennessee, Virginia and Arizona, may already have an inventory stored in China, which can help Vlay.
But the diminishing demand and the greatest competition force companies to increase the prices of Chinese consumers, according to Hitha Herzog, head of retail analysts of H Squared Research and the part -time faculty in Parsons.
“These clothing and condiments are praised for discretionary purchases and, in a way, they have an agnostic price, which means that manufacturers can increase prices a bit and not want many customs,” Herzog told The Post.
“But since these companies are dealing with inflation, a decrease in demand, tariffs and retaliation tariffs, they could not have an option to increase prices dramatically or impose dismissals,” he added.
Semiconductors
China is also an important chips importer: bar at $ 10 billion worth every year. According to Bernstein analysts, around $ 8 billion are central processing units gathered by Intel in the United States.
Last year, the nation was the largest market in Intel, which represents 29% of income.
Micron, a US memory chips manufacturer, could also be hurt, since some of its chips sold in China are imported from the United States. The company also has facilities in China and other countries, he thought.
Nvidia artificial intelligence chips will not be affected by tariffs.
He thought China imports french fries and dough, the TSMC chips manufacturer assembles them in Taiwan.
Miscellaneous
China’s tariffs could also affect companies such as Kitchenaid and Crayola, which operate worldwide but have significant manufacturing in the United States, according to Rita McGrath, Columbia Business School teacher.
He thought he sells his crayons and colored pencils worldwide, the headquarters of the world of Crayola is located in Lehight Valley, Pennsylvania, and operates two main factories in the state. It also outsource some production to Mexico.
Kitchenaid, a Michigan -based company known for its popular stand mixers, sells its products worldwide.
He has facilities in the United States and Canada, and some in China, but brings together all his multicolored mixers in his factory in Greenville, Ohio, according to Durocher, a retailer of houses and appliances that sells Kitchenaid products
With publication cables
