U.S. to Lower Tariffs on Chinese Imports Effective November 10, 2025

Policy Overview

On November 1, 2025, the White House announced a trade policy adjustment following recent U.S.–China economic discussions.
The changes take effect on November 10, 2025, covering four key areas: fentanyl-related tariffs, reciprocal tariffs, Section 301 exclusions, and maritime trade measures.

Key Measures

Tariff Reduction — The U.S. will reduce the “fentanyl-related tariff” on Chinese imports by 10 percentage points, effective November 10, 2025.

Reciprocal Tariffs — The current 10% reciprocal tariff will remain in place through November 10, 2026.

Section 301 Exclusion Extension — Certain Section 301 tariff exclusions, originally expiring November 29, 2025, are extended to November 10, 2026.

The list covers 178 HTSUS codes, including goods such as children’s products, mechanical parts, chemicals, electronics, medical supplies, and solar manufacturing equipment.

Export Control Adjustment — The “End-User Expansion Rule” will be suspended for one year, beginning November 10, 2025.

Maritime Measures Suspension — Section 301 actions targeting China’s maritime, logistics, and shipbuilding sectors will be suspended for one year.

Business Impact

Tariff Timing: Shipments near November 10 may be subject to different tariff rates depending on U.S. Customs’ effective-date guidance.

Cost Adjustment: The reduction and suspensions may lower landed costs for certain product categories.

Documentation: Maintain detailed shipping and HS code records to confirm eligibility for Section 301 exclusions.

Compliance: Export control relief is temporary—companies must continue standard end-user and end-use due diligence.

Recommendations

Exporters: Plan shipment dates around the effective period and keep complete customs documentation.

Importers: Confirm HS codes and tariff applicability with your freight forwarder.

Freight Forwarders: Update rate sheets, provide dual-scenario quotes, and monitor CBP and BIS announcements for official guidance.