Effective November 10, the United States reduces tariffs on China, and details are released
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The economic and trade teams of China and the United States reached consensus on a number of outcomes through consultations in Kuala Lumpur. So according to this consensus, how will the tariffs between the two countries be adjusted in the future? ?
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Starting from November 10, 2025, the United States will lower the tariffs previously imposed on Chinese products to so-called curb the inflow of fentanyl, and the overall tax rate will be reduced by 10 percentage points; at the same time, it will maintain the suspension of "further reciprocal tariffs" on Chinese products before November 10, 2026. (The current 10% reciprocal tariff will remain in place during this suspension.)
In addition, Trump said in an interview with the media aboard Air Force One on October 31, 2025 that he would "love" to further reduce tariffs on China by another 10%. What Trump means is: willing to cancel the remaining 10% "fentanyl tariff" (fentanyl tariff).
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The United States has not made any adjustments to its Section 301 tariffs on China and will continue to impose additional tariffs as usual.
When some companies see the word "301", they misunderstand that the United States has suspended Section 301 tariffs, that China has suspended countermeasures against Section 301 tariffs, and that my country's suspension of countermeasures against US maritime Section 301 tariffs has been canceled, and that they no longer need to apply for market-based procurement exclusions from the United States. This is a completely wrong understanding.
This adjustment regarding the 301 investigation is actually as follows: The adjustment that the United States has suspended for one year is the 301 investigation tax on Chinese maritime vessels. This 301 investigation is completely different from the 301 investigation on commodity goods since 2018.
In the same way, China’s adjustment of suspending measures to counter the U.S. Section 301 maritime investigation for one year is not a suspension of countermeasures against Section 301 tariffs on goods, but a suspension of the Ministry of Transport’s measures to collect special port fees from U.S. ships. It is targeted at maritime vessels and has nothing to do with tariffs.
Therefore, if an enterprise wants to import goods originating in the United States that are on the counter-301 tariff list, it still needs to apply for a market-based procurement exclusion number from the United States to enjoy exemption from the counter-301 tariff. Application website https://gszx.mof.gov.cn/
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Various Section 232 tariffs in the United States are imposed on countries and regions around the world. This time there will be no adjustments and they will remain in place.
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China will adjust some of its previous anti-fentanyl tariff measures against the United States. It is expected to cancel the 10% tariff on some goods in the U.S. and Canada in the Tax Commission's Announcement No. 1 and No. 2 of 2025, in order to reduce the U.S. fentanyl tariff by 10%. There are no specific details yet, and they will be subject to subsequent releases by the Tariff Department of the Ministry of Finance.
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There is no change in China’s counter-measures to Section 301 tariffs against the United States and they will remain in effect.
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There are some interesting aspects in the outcome of the talks. For example, China specifically emphasized that China would suspend the implementation of the charging measures for US ships only after the US suspends the implementation of the Section 301 investigation measures on the maritime logistics and shipbuilding industry. The implication is that if the United States does not stop implementing maritime 301 investigation measures, China will not stop either.
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There are also areas of caution. For example, although China mentioned that it would suspend the export control measures such as rare earths and hard materials announced on October 9, 2025, for one year, it pointed out that it would study and refine specific plans, which means that it may not be a one-sided brake.
It is worth noting that other Chinese export control measures not mentioned in the outcome of the talks still need to be implemented, such as: "The Ministry of Commerce and the Ministry of Science and Technology Announcement No. 28 of 2025 on the adjustment and release of the "China's Export Prohibited and Restricted Technology Catalog"" and "The Ministry of Commerce and the General Administration of Customs Announcement No. 18 of 2025 announcing the decision to implement export controls on some medium and heavy rare earth-related items" still need to be implemented.
