1. United States
Tariff policy
The basic tariff on aluminum products remains at 25%, and the newly added 34% "reciprocal tariff" in April 2025 exempts aluminum products, and the actual total tax rate has not been raised.
Aluminum-containing terminal products (such as auto parts and home appliances) are taxed according to aluminum content, covering overseas processing and re-export trade chains.
Anti-dumping/countervailing measures
China aluminum profiles: Anti-dumping preliminary ruling rate 0%-365.19%, countervailing preliminary ruling rate 15.41%-169.66%.
Aluminum tableware (including aluminum plate processed products): The anti-dumping preliminary ruling rate in December 2024 is as high as 193.9%-287.8%.
2. China
Import data
In April 2025, the import volume of raw aluminum was 250,500 tons, a month-on-month increase of 12.8%, mainly from Russia (accounting for 90%) and Indonesia (a year-on-year increase of 1487.5%).
Trade countermeasures
In response to the escalation of US tariffs, a lawsuit was filed with the WTO and industrial upgrading was accelerated (such as the research and development of high value-added aluminum).
3. EU and Southeast Asia
Spillover effect of US policies
Indonesia, Vietnam and other Southeast Asian countries are facing US anti-dumping investigations, and aluminum profile exports are subject to tax rate restrictions (Indonesia's initial ruling tax rate is 5.65%-112.21%).
The EU has not yet added new aluminum tariffs, but REACH regulations have tightened restrictions on the chemical content of aluminum products (such as phthalate limits).
4. India
Regional Trends
India's aluminum processing industry is under pressure from US anti-dumping. The initial tax rate for aluminum profiles in 2024 is 3.44%-39.05%, which indirectly drives it to turn to China's high-cost-effective aluminum plate procurement (such as the Sino-Indian cooperation case in the meeting minutes).
5.Policy Trend Analysis
| Region | Core Features | Risk Points |
|---|---|---|
| United States | Double pressure from tariffs and trade barriers, restricting the industry chain | Re-export trade costs surge; supply chain stability is at risk |
| China | Accelerating import substitution, deepening resource ties with Russia/Indonesia | Rising anti-dumping cases; export structure needs strategic adjustment |
| Southeast Asia | Emerging as a "buffer zone" in the China–US trade dynamic | Processing/export firms face dual tax risk (origin-related tariffs & re-export complications) |
Corporate Response Suggestions
Export strategy: Prioritize the layout of non-tax-related categories (such as high-purity 1060 aluminum plates) and explore new markets in South America/Africa;
Compliance Management: Pay attention to the final ruling trends of the US ITC (such as the negative ruling case of aluminum profile industry damage in October 2024)
