三泰虎

特朗普的50%关税开始发威了,印度对美出口暴跌,就连豁免关税的智能手机出口也现 “惊人” 下滑

India’s exports to US plunge! Not just goods hit by Trump’s 50% tariffs, even smartphones see ‘alarming’ dip; what’s happening?

印度对美出口暴跌!不仅商品遭特朗普 50% 关税打击,智能手机也现 “惊人” 下滑:究竟发生了什么?

US President Donald Trump’s 50% tariffs have led to a plunge in India’s exports to America, with the pain unevenly spread, according to a Global Trade and Research Initiative (GTRI) analysis. Incidentally, the decline has been across the board, and categories such as smartphones which are tariff exempt, have also seen a decline

India’s export engine to its largest market, the United States, is sputtering under the weight of tariff shocks, notes GTRI’s founder Ajay Srivastava. During the period from May to August 2025, goods exports to the US decreased substantially by 22.2%, declining from $8.8 billion to $6.9 billion.

The decline has been continuous, corresponding with the US government's progressive increase in import duties - initially at 10% until early August, rising to 25% from August 7, and subsequently reaching 50% towards the month's end.

“August data only partly reflects the impact of higher tariffs — India paid 10% tariffs until August 6, 25% until August 27, and 50% only after August 28. September will be the first full month where exports face 50% tariffs, meaning the declines in textiles, gems and jewellery, shrimp, chemicals, and solar panels could deepen further,” warns GTRI.

根据全球贸易与研究倡议组织(GTRI)的分析,美国总统唐纳德・特朗普推出的 50% 关税导致印度对美出口大幅下滑,且影响程度不均。值得注意的是,出口下滑是全面性的 —— 即便像智能手机这类豁免关税的品类,出口量也出现了下降。

GTRI 创始人阿贾伊・斯里瓦斯塔瓦指出,印度对最大市场美国的出口引擎,正在关税冲击下逐渐失速。2025 年 5 月至 8 月期间,印度对美商品出口大幅下降 22.2%,从 88 亿美元跌至 69 亿美元。

出口下滑呈持续态势,与美国政府逐步提高进口关税的节奏相吻合:8 月初前关税最初为 10%,8 月 7 日起升至 25%,月末进一步上调至 50%。

GTRI 警告称:“8 月的数据仅部分反映了高关税的影响 —— 印度在 8 月 6 日前缴纳 10% 的关税,8 月 7 日至 27 日缴纳 25% 的关税,50% 的关税仅在 8 月 28 日后生效。9 月将是出口首次全程面临 50% 关税的月份,这意味着纺织品、珠宝首饰、虾类、化学品和太阳能电池板等品类的出口下滑可能会进一步加剧。”

以下是印度时报读者的评论:

bhaskar Chakravarti
Let all products specially perishable food products sell in our local indian markets. Let indian consumers enjoy.

让所有产品,尤其是易变质的食品,都在我们印度本土市场卖。让印度消费者好好享用。

Dssa
Why it was not done in first place? Why do we have to sell to others? Ask this question to yourself.

一开始为什么不这么做?我们非得卖给别人吗?你扪心自问这个问题。

 

Ananda Vardhana
US of A is not the only market of tge world? Other markets are there for India? Make it bilateral and see the difference, buy to sell, no man is an Island? Useless

Gandhiji led the boycott of British products in India. Modiji is becoming a Gandhian. Maybe it is good for India.

美国又不是世界上唯一的市场?印度就没有其他市场可去吗?搞双边贸易试试,肯定不一样——有买有卖才行,谁都不是孤立的。真是没用。

甘地曾领导印度抵制英国商品。莫迪现在也越来越像甘地了。或许这对印度是好事。

 

Hindu not Hindutva
Not only goods, even the export of indoctrinated lunatics has taken a hit. As bad as it gets, it's actually good for India in the long run. No more goods, services and indoctrinated lunatics, in exchange for limitless supply of printed green papers. India has to become self sufficient till a time when the satani mindset becomes open to respecting and treating others better. Modi's Hindutva misled India has essentially been isolated, due to his so called muscular policies.

不光是商品,那些被洗脑的疯子“出口”也受影响了。虽说眼下情况糟,但长远看其实对印度是好事。再也不用拿商品、服务和被洗脑的疯子,去换他们美国印不完的绿票子了。在那些“邪恶分子”学会尊重他人、好好待人之前,印度必须自给自足。莫迪的印度教民族主义误导了印度,他那些所谓的“强硬政策”,本质上让印度陷入了孤立。

 

BS Chauhan
This article is for Raul traitor, it has no authenticity

这文章是给叛徒劳尔看的,一点可信度都没有。

 

Simulbon Roy
What about super basmati rice can we eat now and of course king size tiger prawns without chemicals ð yummy

特级的巴斯马蒂大米,我们印度人现在能吃上了吗?还有没打农药的大个头虎虾,肯定特好吃。

 

Pop AI
Where is the common sense, aandh bhakts do not understand. The manufacturers and farmers need exports, that brings them higher revenue to sustain. If they dont export, they got to sell at a higher price or they wont sustain. Small sectors would be impacted heavily, they cant scale to large quantities on narrow margins. We need revenue in $$$, that the government uses to import and buy other essential items. The world does not run on barter system, it uses monitory transactions that are settled using US dollars. The only hope is we find newer markets that are ready to pay the same price that we receive from US. That's highly uncertain, so accept the fact that these tariffs would have a great impact on our growth rate. We may find the solution but that would take time. Not criticizing our government, they are doing their best to look for solutions, but do not believe in fake media that this wont impact us.

常识都去哪儿了?那些盲目追随者根本不懂。制造商和农民需要出口,出口能给他们带来更高收入,好维持经营。不出口的话,他们要么得涨价卖,要么就撑不下去。小行业会受重创,利润薄,根本没法扩大产量。我们需要美元收入,政府要用这些钱进口其他必需品。世界不是靠物物交换运转的,是靠货币交易,而且得用美元结算。唯一的希望是找到新市场,还得是愿意出和美国一样价钱的市场。这事太没谱了,所以得接受现实:这些关税会严重影响我们的经济增长率。我们或许能找到解决办法,但得花时间。不是批评政府,他们在尽力找办法,但别信那些假媒体说的“这对我们没影响”。

 

Virendra Sharma
Chamcha agriculture produces of India are of low quality and dearer as the Dalals of Soros led the agitation to prevent Farm Reforms so due to dalals their supporters of Punjab Haryana western UP are facing the brunt and they deserve the same

印度那些“跟屁虫”种出来的农产品,质量又差又贵。这都是索罗斯手下的中间商煽动闹事,阻止农业改革搞的鬼。所以这些中间商和他们在旁遮普、哈里亚纳、西阿格拉的支持者,现在吃苦头是活该。

 

Indian
Stop reading aasmani kitab

别再读那些不切实际的空想了。

 

Manmohan Shankar
Your story says your not only not criticising the government but also use derogation for bhakths. Make your point without trying to influence people. They know whats best for them.

你不仅没批评印度政府,还在贬低那些支持者。把你的观点说清楚就行,别试图影响别人。人家知道什么对自己最好。

 

Vipul Gupta
These are pessimistic people,always think negative and now when world is moving away from dolars he is asking for dollar system,Smartphones specially apple reach 43% ,leaving far behind china 25% export to US.

这些人太悲观了,总往坏处想。现在全世界都在去美元化,他倒还想要美元体系。智能手机(尤其是苹果)的出口占比都到43%了,远远超过中国对美出口25%的占比

 

Antony John peter
India needs neither the USA, nor any other country for exports. Self reliant is the latest trend in India, where even the PM will decide not to use imported items like the VIP aeroplanes.

印度出口既不需要美国,也不需要其他国家。自给自足是印度现在追求的新潮流,连总理都要不用专机这类进口东西了。

 

Indian
Peter Burnol also has GST reduction

彼得·伯努尔也支持降低商品服务税。

 

Manmohan Shankar
Can understand your sarcasm and frustration at not wng elections. I guess you also can give up on the gadgets you’re using to post this stipid comment

我能理解你的讽刺,还有没选上的挫败感。我猜你也能不用手头的电子产品来发这些愚蠢评论吧。

 

Member
India needs American market desperately. More fallout to come if there is no agreement on the tariffs.

印度急需美国市场。要是关税问题达不成协议,还会有更多麻烦。

 

San Kools
Where is GTRI based???

全球贸易与研究倡议组织是哪儿的?

 

Pichumani
Government needs to tap Exports to Other Countries . Thanks.

政府得开拓其他国家的出口市场。谢谢。

 

Gangal
Right now exm data is not showing correct picture due to backend issues.. wait for correct records coming in next 2 weeks so so

现在因为后台出问题,进出口数据不准。等两周后出了准确数据再说吧。

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