Обновление скорости CVD США на шины

On June 28, 2026, a notification issued by the Vietnam Trade Remedy Department (TRAV) brought some relief to those in the North American tire import supply chain. The U.S. Department of Commerce (DOC) issued a preliminary ruling in its fourth administrative review (POR4) of passenger car and light truck tires (PVLT) from Vietnam: the countervailing duty (CVD) rates for the two mandatory respondents were finalized between 3.01% and 5.84%.

Compared to the previous benchmark rate of 6.46% to 7.89%, this reduction sends a clear market signal: the U.S. tire tariff barriers that have persisted for several years are finally seeing substantial easing.

Hidden Benefits in the Profit Pool

In the B2B auto parts trade, tariffs are never just simple accounting data; they are a core factor directly influencing order flow. The passenger car and light truck replacement tire market is already a fiercely competitive red ocean market, with channel distributors' gross profit margins consistently squeezed to single digits, resulting in extremely limited profit margins.

This 3%-4% tax rate reduction, seemingly a small numerical change, translates into substantial benefits in terms of actual trade volume. For a standard high-cube container of tires, the tax rate reduction alone can directly squeeze out tens of thousands of dollars in cost savings.

For importers and regional distributors, this adjustment allows them to regain pricing power in market competition. Whether compared to tires from US factories or other Southeast Asian countries like Thailand and Indonesia, Vietnamese tires' cost-effectiveness advantage is once again highlighted. In a market environment where end-user prices cannot be easily raised, every cost saved in the supply chain is a core source of confidence for companies to withstand market fluctuations and solidify their competitiveness.

Differentiated Responses: An Industry-Wide Hidden Rule

Analyzing the data from this preliminary ruling reveals that the tax reduction benefits are not universally applicable. The preferential tax rate of 3.01%-5.84% only applies to the two companies that voluntarily participated in the review and were compelled to respond. Looking back at past anti-dumping and countervailing duty investigations of tires between China and the US, this divergent pattern of "proactive response leads to benefit" has long been an unspoken rule in the industry.

Vietnamese tire companies that actively cooperate with the US Department of Commerce in conducting cumbersome inspections bear high legal fees and compliance rectification costs, in exchange for lower tariff rates and stable export qualifications to the US. Those companies that passively respond or abandon their responses can only passively accept high punitive benchmark tariffs, significantly losing their export advantages.

This industry situation is essentially a result of trade barriers forcing the Southeast Asian tire industry to upgrade and evolve. Stringent tariff reviews are accelerating industry consolidation, with market orders continuously concentrating on leading factories with sound financial practices, mature management, and strong compliance, while small and inefficient production capacity is gradually being eliminated by the market.

Supply and Demand Restructuring: A New Balance in the North American Tire Market

Beyond the changes in tariff rates during a single review, the preliminary ruling of POR4 essentially represents a reshaping of the supply and demand structure of the US-Vietnam tire supply chain.

In recent years, the US domestic tire production capacity has continuously shifted towards high-end, large-size products, actively abandoning the low-to-mid-range replacement tire market, leading to a widening market gap. Vietnam, leveraging its complete rubber supply chain and advantageous geographical location, has precisely absorbed the overflow demand for low-to-mid-range US tires, becoming a core supplier to the North American replacement tire market.

The US Department of Commerce's recent reduction in countervailing duties is essentially an acknowledgment of the current market reality. Excessive tariff barriers not only fail to drive tire production back to the US but also push up domestic tire prices, increasing maintenance costs for ordinary car owners and exacerbating domestic inflationary pressures. Appropriately relaxing tariffs is a pragmatic choice that aligns with market supply and demand.

Importer's Risk Hedging Guide: Rational Hedging, Avoid Blindly Following the Crowd

However, the industry consensus is that the preliminary ruling is not the final conclusion. Blind optimism and premature stockpiling are major trade taboos. Before the final ruling, North American tire buyers need rational risk control and precise risk hedging, rather than blindly expanding inventory and making unwise deployments.

First, strengthen contract compliance defenses. First, comprehensively review existing procurement agreements, focusing on verifying and refining clauses related to countervailing duties, clarifying who bears the tax rate difference between the preliminary and final rulings, and proactively avoiding business disputes and losses caused by tax rate fluctuations.

Second, strictly control the origin traceability checkpoints. Currently, US Customs is continuously increasing its inspection efforts on tires imported from Southeast Asia, strictly investigating tariff evasion. Procurement parties should not only focus on the final tax rate, but also penetrate the upstream of the supply chain, verifying the origin qualifications of core raw materials such as tire bead wire and carbon black one by one, eliminating defects in certificates of origin, and avoiding the entire shipment being detained upon arrival, resulting in huge losses.

Finally, flexibly adjust the procurement pace. It is not recommended to illegally hoard large quantities of goods and overdraw the market by taking advantage of the preliminary ruling, but it is advisable to moderately adjust the procurement layout, prioritizing trial orders and small-batch orders originally destined for other Southeast Asian production areas to compliant and qualified leading Vietnamese factories, thereby optimizing the supply chain structure and diversifying procurement risks.

The North American tire procurement window will officially open in the second half of 2026. Tariff adjustments are not the end of the industry landscape, but rather the beginning of a new round of supply chain optimization and reshuffling. Only by accurately calculating costs and adhering to compliance standards amidst rule changes can companies continue to seize cyclical opportunities and steadily profit from industry dividends in the traditional tire trading sector.