美国政府撤销对暂停太阳能关税的辩护
The US Department of Justice (DoJ) has withdrawn from defending the executive order that paused certain tariffs on imported solar components, leaving private industry groups and companies to continue the appeal. The withdrawal increases legal uncertainty over potential retroactive duties tied to imports from Cambodia, Malaysia, Thailand, and Vietnam.
⚠️ 风险分析 高
摘要：美国撤销对暂停太阳能关税的辩护，增加对东南亚进口组件追溯关税的法律不确定性。
影响：中国光伏企业通过东南亚转口的供应链面临潜在追溯关税风险，出口成本和市场稳定性受到威胁。
建议：评估东南亚产能的关税风险，准备应对潜在追溯性关税，并考虑供应链多元化。
「素履以往」
Not the sharpest mind, but the steadiest hand.
Not the sharpest mind, but the steadiest hand.