Listeners, here's the latest from China Tariff News and Tracker on this Monday, October 6th, 2025.
Significant new U.S. tariffs targeting Chinese imports have taken effect this month. The U.S. government recently imposed a set of steep tariff rates, including a 100% tariff on branded and patented pharmaceutical products, 25% on heavy trucks, 30% on upholstered furniture, and a striking 50% on kitchen cabinets, bathroom vanities, and related goods. These new tariffs, announced on September 25th and effective as of October 1st, specifically target industries where China has long been a dominant supplier. Branded pharmaceuticals from China are subject to the full 100% levy, but generic drugs have been excluded to protect access and pricing for American patients. Businesses agreeing to build or expand manufacturing inside the United States can apply for tariff exemptions, supporting the administration’s broader push for domestic production. This policy shift will have immediate fiscal impacts on importers and consumers, according to The Legal.
In a separate move, President Trump earlier this year signed Executive Order 14257, declaring a national emergency over trade deficits and setting a uniform 10% tariff on imports from more than 90 countries, including China and other key trade partners. Global Review reports that this sweeping action has prompted East Asian nations—Japan, South Korea, and China among them—to tighten regional trade alliances, sidelining U.S. participation. China is poised to use the new tariffs to its advantage, consolidating its role at the center of regional supply chains through the Regional Comprehensive Economic Partnership, the world’s largest trade bloc.
For the shipping sector, Global Trade Magazine notes that new U.S. port fees specifically for Chinese-owned or operated vessels have also been introduced, charging $50 per net ton per voyage at American ports, with planned annual increases.
China’s government is pushing back on multiple fronts. Bloomberg reports that China is pressing the Trump administration to lift national security restrictions on Chinese tech deals ahead of a key summit. Beijing is framing these measures as roadblocks to fair competition, even as Trump signals possible openness to easing some restrictions in pursuit of what he calls a “big deal” with China.
Despite the tough rhetoric, backlash within U.S. political circles is mounting, with some China hawks accusing Trump of wavering. Mitrade highlights that Trump’s recent personnel shuffles and willingness to negotiate on technology policy and investment regulations have drawn criticism, suggesting that the administration’s approach to China may be softening even as tariffs ratchet up. Meanwhile, former advisers and tech leaders are battling in public over just how hard the U.S. should go against Chinese business interests.
The Organization for Economic Cooperation and Development, as reported by Modaes, projects that the full economic impact of these tariffs won’t be felt until next year. The overall U.S. tariff rate across imported goods is now 19.5%, its highest since 1933. The OECD cautions that these policies are expected to slow both U.S. and global growth through 2026, resulting in ripple effects far beyond just the U.S. and China.
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