自7月以来，包括贵州轮胎、华海药业、鸿合科技、开能健康、东箭科技等在内的多家中国上市公司陆续宣布收到美国关税退税[1]。这一退税潮源于美国最高法院2月的一份裁定，该裁定认定《国际紧急经济权力法》不授权总统征收大规模关税[1]。随后美国国际贸易法院下令海关办理相关退款，美国海关与边境保护局于4月20日启动第一阶段退款工作，首批退款在5月11日前后发放[1]。截至7月底，美国海关与边境保护局已处理完毕约1000亿美元关税的退款流程[1]。
各公司获得的退税额度不等。贵州轮胎累计收到11983022.69美元，折合人民币约8135.87万元[1]；华海药业累计收到14229613.24美元，预计影响2026年度净利润约人民币9687万元[1]；鸿合科技收到4072028.47美元，约2773.42万元人民币[1]；开能健康累计收到4549337.47美元，预计影响归母净利润1150.64万元[1]；东箭科技累计收到3392689.23美元，折合约2304.01万元人民币[1]。
Since July, several Chinese listed companies have announced receiving tariff refunds from the United States. [1] These refunds stem from a February ruling by the U.S. Supreme Court that determined the International Emergency Economic Powers Act did not authorize the president to impose sweeping tariffs. [1] Following this decision, the U.S. International Trade Court ordered customs authorities to process related refunds. [1]
By the end of July, the U.S. Customs and Border Protection had completed processing refunds totaling approximately $100 billion in tariffs. [1] The first phase of refund operations commenced on April 20, with initial payments distributed around May 11. [1]
Among the companies receiving refunds, Guizhou Tire accumulated $11,983,022.69, equivalent to approximately 81.36 million yuan; Huahai Pharmaceuticals received $14,229,613.24, expected to impact 2026 net profit by approximately 96.87 million yuan; Honghe Technology obtained $4,072,028.47, or approximately 27.73 million yuan; Kaien Health accumulated $4,549,337.47, estimated to affect shareholders' net profit by 11.51 million yuan; and East Arrow Technology accumulated $3,392,689.23, equivalent to approximately 23.04 million yuan. [1]