<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2025/11/AI-generated-image-of-tea-farmers.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2025/11/AI-generated-image-of-tea-farmers.png"/></p>
<p>印度农业出口商在美国总统唐纳德·特朗普决定免除众多食品项目的 ‘互惠关税’ 后，正经历显著的增长。</p>
<p>市场分析师普遍认为，这一政策变化可能成为恢复印度农产品在美国市场需求的催化剂。</p>
<p>这一豁免适用于数十种特定食品产品，为印度出口界提供了切实的好处，使他们能够在美国市场上更具竞争力，而无需承担报复性关税的额外负担。</p>
<p>对于一个面临国际贸易争端和全球需求波动压力的行业而言，这一举措提供了急需的生机。</p>
<h2>预计量值增长</h2>
<p>分析师表示，根据路透社的报道，取消这些关税可能会导致印度对美国的农业出口在量和值上立即显著增长。</p>
<p>这对印度至关重要，因为农业仍然是经济的基石，支持着庞大的人口。</p>
<p>需求的复苏预计将惠及各方利益相关者，从大型出口商到小农户，他们的产品构成了这些出口的原材料。</p>
<p>此外，积极的贸易环境可能会鼓励对印度农业供应链的更多投资，提高基础设施和效率，以满足重新增长的美国需求。</p>
<p>面对消费者对美国食品价格上涨的日益关注，特朗普在周五取消了对 200 多种食品产品的关税，包括牛肉。</p>
<p>印度的茶、咖啡、香料和腰果等商品出口商在特朗普执政期间受到显著影响，因为美国对某些印度进口商品的关税翻倍，最高达 50%。</p>
<p>这一增幅比欧盟和越南供应商面临的 15% 至 20% 的关税更为严厉。</p>
<p>此外，印度企业还受到了一项针对印度购买俄罗斯石油的 25% 惩罚性税收的影响，该税收自 8 月底开始实施。</p>
<p>根据印度出口组织联合会（FIEO）总干事阿贾伊·萨海的说法，关税豁免将使印度出口受益，价值在 25 亿至 30 亿美元之间。</p>
<h2>积极的谈判</h2>
<p>萨海表示：“这一命令为优质、特色和增值产品开辟了空间。”</p>
<blockquote>
<p>转向高价值领域的出口商将更好地抵御价格压力，并能够抓住不断增长的消费者需求。</p>
</blockquote>
<p>从事贸易和农产品出口政策的官员认为，这些豁免是美印之间正在进行的贸易谈判的积极指标。</p>
<p>此外，它们预计将缓解因今年关税上涨而带来的出口挑战。</p>
<p>在关税上涨后，印度对美国的商品出口在 9 月份同比下降近 12%，总额为 54.3 亿美元。</p>
<p>受影响的行业包括印度农产品出口，预计将在 2024 年为该国对美国的 870 亿美元出口总额贡献 57 亿美元。</p>
<p>全球贸易研究倡议智库创始人阿贾伊·斯里瓦斯塔瓦表示，印度对美国农业出口的潜在增长将是微不足道的。</p>
<p>这是因为印度专注于有限范围的高价值香料和小众产品，同时在香蕉、甜瓜、西红柿、柑橘类水果和果汁等关键豁免类别中的市场存在较弱。</p>
<p>斯里瓦斯塔瓦在路透社的报道中表示：“关税的变化将略微增强印度在香料和小众园艺产品中的地位，并帮助恢复在关税上涨后失去的一些美国需求。”</p>
<p>尽管拉美、非洲和东盟供应商预期将获得更大好处，但关于印度出口是否会受到 25% 的互惠关税或全额 50% 关税的影响仍然存在不确定性。</p>
<p>尽管潜在收益可观，出口商仍然担心限制因素，如高昂的运费、来自越南和印度尼西亚的激烈竞争以及更严格的美国质量标准。</p>
<p>美国关税豁免为印度农业出口商提供了 ‘急需的生机’，首次出现在 Invezz 上。</p>

<p>美国总统唐纳德·特朗普决定免除众多印度食品项目的互惠关税，这一举措正在推动印度农业出口。分析师认为，这一政策变化是刺激美国对印度农产品需求复苏的催化剂。免税政策使印度出口商受益，使他们能够在没有报复性关税的情况下更具竞争力。预计这一举措将增加出口量和出口价值，惠及从大型出口商到小农户的各方利益相关者，并鼓励对印度农业供应链的投资</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2025/11/AI-generated-image-of-tea-farmers.png" alt="" original-src="https://invezz.com/wp-content/uploads/2025/11/AI-generated-image-of-tea-farmers.png"/></p>
<p>Indian agricultural exporters are experiencing a significant boost following the decision by US President Donald Trump to exempt numerous food items from his ‘reciprocal tariffs’ regime.</p>
<div class="lb-trans"><p>印度农业出口商在美国总统唐纳德·特朗普决定免除众多食品项目的 ‘互惠关税’ 后，正经历显著的增长。</p>
</div><p>This policy change has been widely viewed by market analysts as a potential catalyst for revitalising lost market demand for Indian agricultural produce in the United States.</p>
<div class="lb-trans"><p>市场分析师普遍认为，这一政策变化可能成为恢复印度农产品在美国市场需求的催化剂。</p>
</div><p>The exemption applies to dozens of specific food products, which offers a tangible benefit to the Indian export community, allowing them to compete more favorably in the American market without the added burden of retaliatory duties.</p>
<div class="lb-trans"><p>这一豁免适用于数十种特定食品产品，为印度出口界提供了切实的好处，使他们能够在美国市场上更具竞争力，而无需承担报复性关税的额外负担。</p>
</div><p>For a sector that has faced pressures from international trade disputes and fluctuating global demand, this move provides a much-needed lifeline.</p>
<div class="lb-trans"><p>对于一个面临国际贸易争端和全球需求波动压力的行业而言，这一举措提供了急需的生机。</p>
</div><h2>Increase in volume and value likely</h2>
<div class="lb-trans"><h2>预计量值增长</h2>
</div><p>Analysts suggest that the removal of these tariffs could lead to an immediate and measurable uptick in the volume and value of agricultural exports from India to the US, according to a Reuters report.</p>
<div class="lb-trans"><p>分析师表示，根据路透社的报道，取消这些关税可能会导致印度对美国的农业出口在量和值上立即显著增长。</p>
</div><p>This is crucial for India, where agriculture remains a cornerstone of the economy, supporting a vast population.</p>
<div class="lb-trans"><p>这对印度至关重要，因为农业仍然是经济的基石，支持着庞大的人口。</p>
</div><p>The revival of demand is expected to benefit various stakeholders, from large-scale exporters to smallholder farmers whose produce constitutes the raw material for these exports.</p>
<div class="lb-trans"><p>需求的复苏预计将惠及各方利益相关者，从大型出口商到小农户，他们的产品构成了这些出口的原材料。</p>
</div><p>Furthermore, the positive trade environment could encourage greater investment in India’s agricultural supply chain, improving infrastructure and efficiency to meet renewed US demand.</p>
<div class="lb-trans"><p>此外，积极的贸易环境可能会鼓励对印度农业供应链的更多投资，提高基础设施和效率，以满足重新增长的美国需求。</p>
</div><p>Facing increasing consumer concern over rising US grocery prices, Trump on Friday lifted tariffs on over 200 food products, including beef.</p>
<div class="lb-trans"><p>面对消费者对美国食品价格上涨的日益关注，特朗普在周五取消了对 200 多种食品产品的关税，包括牛肉。</p>
</div><p>Indian exporters of goods such as tea, coffee, spices, and cashew nuts were significantly impacted after the US, under Trump, doubled tariffs on certain Indian imports to as high as 50%.</p>
<div class="lb-trans"><p>印度的茶、咖啡、香料和腰果等商品出口商在特朗普执政期间受到显著影响，因为美国对某些印度进口商品的关税翻倍，最高达 50%。</p>
</div><p>This increase was more severe than the 15–20% duties faced by suppliers from the EU and Vietnam.</p>
<div class="lb-trans"><p>这一增幅比欧盟和越南供应商面临的 15% 至 20% 的关税更为严厉。</p>
</div><p>Furthermore, Indian businesses were also affected by a punitive 25% levy, imposed from the end of August, specifically targeting India’s purchases of Russian oil.</p>
<div class="lb-trans"><p>此外，印度企业还受到了一项针对印度购买俄罗斯石油的 25% 惩罚性税收的影响，该税收自 8 月底开始实施。</p>
</div><p>According to Ajay Sahai, director general of the Federation of Indian Export Organisations (FIEO), tariff exemptions will benefit Indian exports valued between $2.5 billion and $3 billion.</p>
<div class="lb-trans"><p>根据印度出口组织联合会（FIEO）总干事阿贾伊·萨海的说法，关税豁免将使印度出口受益，价值在 25 亿至 30 亿美元之间。</p>
</div><h2>Positive talks</h2>
<div class="lb-trans"><h2>积极的谈判</h2>
</div><p>“This order opens space for premium, specialty and value-added products,” Sahai said.</p>
<div class="lb-trans"><p>萨海表示：“这一命令为优质、特色和增值产品开辟了空间。”</p>
</div><blockquote>
<p>Exporters who shift towards higher-value segments will be better protected from price pressures and can tap rising consumer demand.</p>
</blockquote>
<div class="lb-trans"><blockquote>
<p>转向高价值领域的出口商将更好地抵御价格压力，并能够抓住不断增长的消费者需求。</p>
</blockquote>
</div><p>The exemptions are viewed by officials engaged in trade and farm export policy as a positive indicator for the ongoing trade discussions between the US and India.</p>
<div class="lb-trans"><p>从事贸易和农产品出口政策的官员认为，这些豁免是美印之间正在进行的贸易谈判的积极指标。</p>
</div><p>Furthermore, they are expected to alleviate export challenges stemming from this year’s tariff hikes.</p>
<div class="lb-trans"><p>此外，它们预计将缓解因今年关税上涨而带来的出口挑战。</p>
</div><p>Following the increase in tariffs, Indian goods exports to the US declined by nearly 12% year-on-year in September, totaling $5.43 billion.</p>
<div class="lb-trans"><p>在关税上涨后，印度对美国的商品出口在 9 月份同比下降近 12%，总额为 54.3 亿美元。</p>
</div><p>Among the sectors affected were Indian farm exports, which are projected to contribute $5.7 billion to the country’s total $87 billion of exports to the US in 2024.</p>
<div class="lb-trans"><p>受影响的行业包括印度农产品出口，预计将在 2024 年为该国对美国的 870 亿美元出口总额贡献 57 亿美元。</p>
</div><p>Ajay Srivastava, founder of the Global Trade Research Initiative think tank, suggested that the potential increase in India’s agricultural exports to the US would be marginal.</p>
<div class="lb-trans"><p>全球贸易研究倡议智库创始人阿贾伊·斯里瓦斯塔瓦表示，印度对美国农业出口的潜在增长将是微不足道的。</p>
</div><p>This is due to India’s focus on a limited range of high-value spices and niche products, coupled with a weak market presence in key exempt categories like bananas, melons, tomatoes, citrus fruits, and fruit juices.</p>
<div class="lb-trans"><p>这是因为印度专注于有限范围的高价值香料和小众产品，同时在香蕉、甜瓜、西红柿、柑橘类水果和果汁等关键豁免类别中的市场存在较弱。</p>
</div><p>“The tariff shift would marginally strengthen India’s position in spices and niche horticulture and help revive some lost US demand after the tariff hikes,” Srivastava was quoted in a Reuters report.</p>
<div class="lb-trans"><p>斯里瓦斯塔瓦在路透社的报道中表示：“关税的变化将略微增强印度在香料和小众园艺产品中的地位，并帮助恢复在关税上涨后失去的一些美国需求。”</p>
</div><p>While Latin American, African, and ASEAN suppliers anticipate greater benefits, uncertainty remains regarding whether Indian exports will be subject to a 25% reciprocal tariff or the full 50% tariff.</p>
<div class="lb-trans"><p>尽管拉美、非洲和东盟供应商预期将获得更大好处，但关于印度出口是否会受到 25% 的互惠关税或全额 50% 关税的影响仍然存在不确定性。</p>
</div><p>Despite potential gains, exporters are concerned about limiting factors such as elevated freight costs, intense competition from Vietnam and Indonesia, and stricter US quality standards.</p>
<div class="lb-trans"><p>尽管潜在收益可观，出口商仍然担心限制因素，如高昂的运费、来自越南和印度尼西亚的激烈竞争以及更严格的美国质量标准。</p>
</div><p>The post US tariff exemption offers 'much-needed lifeline' to Indian agri exporters appeared first on Invezz</p>
<div class="lb-trans"><p>美国关税豁免为印度农业出口商提供了 ‘急需的生机’，首次出现在 Invezz 上。</p>
</div>

美国的关税豁免为印度农业出口商提供了 “急需的生命线”