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PRODID:-//Catalyst Calendar//CN-US Event Research//ZH
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X-WR-CALNAME:Catalyst Calendar
X-WR-CALDESC:Market-moving event research, reminders and post-event review.
BEGIN:VEVENT
UID:evt-ustr-section301-tariff-policy-window-july-2026@catalyst-calendar.local
DTSTAMP:20260720T200530Z
DTSTART:20260706T035900Z
DTEND:20260706T042900Z
SUMMARY:USTR对华Section 301关税四年复审与互惠贸易机制评论窗口
DESCRIPTION:USTR已启动对2018年两批对华Section 301行动的第二次四年复审，并另就促进中美平衡与互惠贸易机制征求意见。7月5日、7月10日、7月27日和8月22日构成关税政策密集窗口，可能影响半导体、消费电子、新能源车、工业品和中美宽基风险偏好。\\nImpact score: 86\\nExpected: 核心变量是既有关税是否延续、是否进入第二阶段复审、互惠贸易机制是否扩大到特定行业或产品清单。\\nAffected: FXI(macro_beta\, unknown\, score 84)\; 000300.SH(macro_beta\, unknown\, score 80)\; SOXX(theme\, mixed\, score 78)\; AAPL(customer\, mixed\, score 74)\; TSLA(theme\, mixed\, score 72)\; DXY(macro_beta\, unknown\, score 68)\\nSources: USTR China reciprocal trade mechanism comment request: https://ustr.gov/about/policy-offices/press-office/press-releases/2026/june/ustr-seeks-public-comment-scope-and-operation-mechanism-promote-balanced-and-reciprocal-trade-china\\nUSTR Section 301 forced labor tariff proposal: https://ustr.gov/about/policy-offices/press-office/press-releases/2026/june/ustr-makes-findings-and-proposes-action-60-section-301-investigations-relating-failures-take-action\\nFederal Register Section 301 four-year review: https://www.federalregister.gov/documents/2026/05/06/2026-08806/initiation-of-second-four-year-review-process-chinas-acts-policies-and-practices-related-to\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-ustr-section301-tariff-policy-window-july-2026
CATEGORIES:policy\,MACRO\,USTR\,Section 301\,tariff\,China trade\,supply chain\,China\,trade policy
SEQUENCE:0
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DESCRIPTION:Review catalyst preview: USTR对华Section 301关税四年复审与互惠贸易机制评论窗口
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DESCRIPTION:Complete post-event review: USTR对华Section 301关税四年复审与互惠贸易机制评论窗口
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