美越关税协定新动向
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NEWS
近日，美国与越南达成一项新的贸易协议。根据协议，越南本地制造的商品出口至美国将适用20%的关税税率；但若商品实际产地为第三国（如中国），仅通过越南进行转口，则将被征收高达40%的关税。该政策旨在遏制部分企业借道越南等第三国，以规避美国对中国商品征收高关税的行为。
The United States has recently reached a new trade agreement with Vietnam. Under this agreement, goods genuinely manufactured in Vietnam will be subject to a 20% tariff when exported to the U.S. However, if products originate from a third country (such as China) and are merely transshipped through Vietnam, they will face a higher 40% tariff. This policy is designed to deter companies from using third-country routing, such as via Vietnam, to circumvent high U.S. tariffs on Chinese goods.
对在越南设厂、或依赖越南作为出口中转地的企业而言，该政策将直接影响其出口成本、供应链配置与原产地合规策略。建议企业审慎评估现有的贸易路径与加工安排，确保满足实质性原产地规则，以避免被认定为“转口贸易”而承担额外税负。
For companies with operations in Vietnam or those relying on Vietnam as an export transit point, this policy will directly affect export costs, supply chain planning, and origin compliance strategies. It is advisable for businesses to carefully evaluate their current trade routes and processing arrangements to ensure compliance with substantial transformation requirements and avoid being classified as transshipment trade subject to higher tariffs.
在全球贸易政策持续变化的大背景下，企业有必要持续关注类似双边协议的实质条款，以便及时优化产地布局与出口结构，增强跨境运营的稳定性与合规性。
Amid ongoing shifts in global trade policy, companies are well-advised to closely monitor the substantive terms of such bilateral agreements, in order to timely optimize their manufacturing footprint and export structure, and to strengthen stability and compliance in cross-border operations.
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