Despite tensions, China remains a central market for many US companies – but customs duties, regulatory risks and dependencies make the commitment increasing.
• US companies are under pressure in China for customs policy
• Car manufacturers are particularly affected
• Chinese competition at a glance
US corporations in China under pressure: especially customs policy burdened
Various large US companies are increasingly under pressure due to the ongoing trade voltages with China.
According to a report from the market research company Strategy Risk, which is mynews, the tariffs according to section 301 of the US trade law, which were introduced to unfair Chinese trading practices such as forced technology transfers and the abuse of intellectual property, are particularly worrying. These measures have been in effect since the beginning of the trade conflict in 2018 and have been extended several times under President Joe Biden. So far, electronics products such as smartphones and laptops have not been affected by the ten percent counter tariffs in the United States to Chinese goods. For example, Tesla is still affected by high tariffs, while corporations such as Apple benefit from exceptions to smartphones and laptops.
These companies have the greatest China engagement: car manufacturers at the front
According to the current analysis of the market research company, General Motors is considered to be particularly vulnerable – not only because of the high tariffs of up to five fifty percent, but also because of the growing political risks within its Chinese partnerships. Tesla, Ford, Honeywell, Coca-Cola and Qualcomm are also among the companies with a high risk of China, it is said.
Apple slipped from second place to 27th place in the risk ranking, but remains very exposed to a sales share of seventeen percent in China and hundreds of production facilities. Because of its high dependence on Chinese import goods, Amazon ends up in 20th place. And Microsoft is also under pressure because important components of its AI products are subject to high tariffs. Meanwhile, NVIDIA suffers from US export bans for high-performance chips, while Meta is intertwined with the market by advertising Chinese dealers and hardware procurement in China.
Car manufacturers are particularly committed according to the report: In addition to GM with a maximum value of 69.8, this also applies to Tesla and Ford with values of 60.7 and 56.5, which were critically assessed primarily because of their activities in politically sensitive regions such as Xinjiang and Tibet as well as human rights concerns. GMS top position is also attributed in the report to the “relatively high number of joint ventures with Chinese state companies”. “You have less influence on these joint ventures,” said Juozapa’s Baghonas from Strategy Risks, “and the government could possibly enforce its will in terms of intellectual property or other things that could be important for an American company like GM.”
Chinese competition
However, the US car manufacturer does not only put the China engagement under pressure. At the same time, China has further expanded its dominant role in the global electric market market. According to a current ranking of the International Council on Clean Transportation (ICCT), over eleven million electric cars were sold worldwide in 2024 – more than half of them came from China. This not only ensures a new sales record, but also consolidates its top technological position in the industry. The promotion of the manufacturer BYD is particularly emphasized.
Intending between the USA and China?
Most recently, however, there was a breakthrough in the trade dispute between the USA and China. China has announced that they will check export applications for so -called “controlled goods” in the future and to approve them if the specifications comply with. In return, according to Beijing’s Ministry of Commerce, the United States is supposed to abolish several restrictive measures to China.
US President Donald Trump had previously spoken of a new agreement with China, but remained vague. At an event in the White House, he only mentioned that a corresponding agreement “only yesterday” had been signed without further details. He also indicated that an extensive deal with India could possibly also be imminent.
It remains to be seen how things will continue in the trade dispute between the USA and China in the future. Likewise, the effects on US companies with high China engagement remain unsafe.
Editor finance.net
This text serves exclusively for information purposes and does not represent an investment recommendation. Finance.net GmbH excludes any regress entitlements.
By the way: Amazon and other US shares are even tradable at Finance.net Zero until 11 p.m. (without order fees, plus spreads). Open Depot now for free And receive a free stock as a gift.
Selected leverage products on Amazon
With knock-outs, speculative investors can participate disproportionately in price movements. Simply choose the desired lever and we will show you suitable open-end products on Amazon
The lever must be between 2 and 20
Advertising