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经济ECONOMYWall Street Journal11d 前11d ago

美国拟对60个经济体征收至少10%关税,指其未能禁止强迫劳动US Proposes New Tariffs of at Least 10% on 60 Economies Over Forced Labor

美国贸易代表办公室提议对包括中国、日本和英国在内的60个贸易伙伴征收10%至12.5%的额外关税,理由是这些国家未能有效禁止强迫劳动相关的进口贸易。
The U.S. Trade Representative proposed additional tariffs of 10% to 12.5% on imports from 60 economies, including major partners like China and Japan, citing failures to ban forced labor goods.
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美国拟对60个经济体征收至少10%关税,指其未能禁止强迫劳动
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美国政府于周三早间正式提议,在对强迫劳动产品进口进行深入调查后,将对来自全球数十个主要贸易伙伴的商品征收10%或更高的额外关税。美国贸易代表办公室(USTR)发布的这份报告显示,此次关税调整涉及全球60个经济体,旨在惩罚那些被认为未能有效禁止或执行强迫劳动相关进口禁令的国家。根据拟议方案,加拿大、墨西哥、台湾和英国等已采取部分禁令的地区将面临10%的额外关税,而中国、日本、印度、韩国、巴西和瑞士等国家则将被征收12.5%的更高关税。这一举措标志着美国在利用贸易政策推动全球劳工标准方面迈出了激进的一步,同时也反映了华盛顿在国际贸易规则执行上的强硬立场。

The Trump administration proposed on Wednesday that tariffs of 10% or more be imposed on products from dozens of major trading partners following a probe into imports of goods made with forced labor. The report, released early Wednesday by the Office of the U.S. Trade Representative (USTR), targets 60 economies for their failure to effectively ban or enforce prohibitions on forced labor-related imports. Under the proposal, countries like Canada, Mexico, Taiwan, and the United Kingdom would face a 10% additional duty, while major economies including China, Japan, India, South Korea, Brazil, and Switzerland would be hit with a higher 12.5% rate. This move represents a significant escalation in using trade leverage to enforce labor standards globally.

此次决定是根据1974年《贸易法》第301条作出的,该条款赋予美国政府对被认为损害美国商业的不公平贸易行为采取报复措施的广泛权力。USTR的调查结果强调,这60个经济体在打击强迫劳动贸易实践方面存在系统性失败,美国政府试图通过经济杠杆迫使贸易伙伴加强劳工标准监管。此举预计将引发全球供应链的连锁反应,并可能导致美国国内进口成本的上升。这也是白宫自此前在最高法院遭遇法律挫折以来,首次尝试大规模恢复并扩大关税政策,其法律依据和执行力度受到了国际社会的密切关注。通过将人权议题与关税直接挂钩,美国正在重塑其贸易制裁的逻辑框架。

The determination, made under Section 301 of the Trade Act of 1974, grants the U.S. government authority to retaliate against unfair trade practices deemed harmful to American commerce. USTR's findings highlight systemic failures across 60 economies to address forced labor, prompting the administration to use economic leverage to force stricter labor regulations. This proposal is expected to trigger significant ripples across global supply chains and potentially increase costs for U.S. consumers. It also marks the White House's first major effort to resurrect sweeping tariff policies since facing setbacks at the U.S. Supreme Court, signaling a new strategy that ties human rights concerns directly to trade penalties and market access.

US Proposes New Tariffs of at Least 10% on 60 Economies Over Forced Labor
2026年5月28日,一艘集装箱船驶离洛杉矶港。美国拟议的新关税将影响全球60个经济体的对美出口。
A container ship departs from the Port of Los Angeles on May 28, 2026. The proposed U.S. tariffs will impact exports from 60 economies worldwide.

01分级关税结构与目标国家Tiered Tariff Structure and Targeted Nations

USTR根据各经济体对强迫劳动贸易的禁止程度,设计了两档差异化的关税税率。对于那些已经采纳了全部或部分强迫劳动贸易禁令的经济体,提议征收10%的关税;而对于被认为完全未能实施有效禁令的经济体,则征收12.5%的关税。这一分级制度旨在区分不同国家的合规努力,同时对主要经济体施加压力。加拿大、墨西哥和英国等盟友被列入较低税率档位,而中国、日本和印度等则面临最高档位的处罚。

The USTR has designed a two-tier tariff structure based on the extent to which economies have prohibited forced labor trade. A 10% duty rate is proposed for economies that have adopted a full or partial prohibition on forced labor trade, such as Canada, Mexico, and the UK. In contrast, a 12.5% rate is proposed for economies deemed to have failed in implementing effective bans, including China, Japan, India, and South Korea. This tiered approach is intended to recognize varying levels of compliance while maintaining significant pressure on major global trading partners to align with U.S. labor standards.

02对亚洲及全球贸易的影响Impact on Asia and Global Trade

此次关税提议对亚洲地区的影响尤为显著,日本、韩国、印度以及多个东盟(ASEAN)成员国均在征税名单之列。分析人士指出,这些国家是美国重要的电子产品、汽车和消费品供应来源,关税的增加可能导致美国国内物价上涨,并迫使跨国公司重新评估其在亚洲的生产布局。特别是对于已经面临贸易紧张局势的中国,12.5%的额外关税将进一步加剧两国间的经济摩擦,并可能引发针对美国出口产品的报复性措施。

The tariff proposal carries significant weight for the Asian region, with Japan, South Korea, India, and several ASEAN states included in the target list. Analysts suggest that as these nations are critical suppliers of electronics, automobiles, and consumer goods, the added duties could drive up prices in the U.S. and force multinational corporations to re-evaluate their manufacturing footprints in Asia. For China, which is already navigating intense trade tensions, the 12.5% additional tariff is expected to deepen economic friction and potentially trigger retaliatory measures against American exports.

美日中贸易与安全关系网US-Japan-China Trade and Security Relations

展示受关税政策影响的主要贸易伙伴及其在地缘政治中的互动关系。

Illustrates the relationships between key trade partners and their geopolitical interactions relevant to the tariff proposal.

03法律背景与政策动机Legal Context and Policy Motivations

此次行动被视为白宫在法律层面的一次大胆尝试。此前,美国政府在推行广泛关税政策时曾被最高法院裁定违宪或越权,而此次引用第301条并以“强迫劳动”为人权理由,被认为是在寻求更稳固的法律立足点。USTR的调查报告强调,强迫劳动不仅是人权问题,也造成了不公平的竞争优势,损害了遵守劳工标准的美国企业和工人的利益。通过这种方式,政府试图将贸易保护主义包装在人权保护的外衣之下,以规避法律挑战。

This action is viewed as a bold legal maneuver by the White House. Following previous setbacks where sweeping tariff policies were challenged or struck down by the Supreme Court, the administration is now utilizing Section 301 with a focus on forced labor to establish a more defensible legal footing. The USTR report emphasizes that forced labor is not only a human rights violation but also creates an unfair competitive advantage that harms American businesses and workers who adhere to higher standards. By framing the tariffs around labor rights, the administration seeks to justify its protectionist measures while navigating domestic legal constraints.

美国拟对60个经济体征收至少10%关税,指其未能禁止强迫劳动