The United States has launched anti - dumping and counter - vailing investigations on van - type semi - trailers and their components imported from China, Canada, and Mexico. The specific situation is as follows:
Investigation background and cause: On January 21, 2026, the US Department of Commerce, at the request of the American Trailer Manufacturers Coalition and its member enterprises, announced the launch of this investigation. The domestic industry association in the United States believes that the products from these three countries are sold at low prices and have unfair subsidies, and attempts to protect the domestic manufacturing industry through this measure.
Scope of the investigation: The investigation covers finished van - type semi - trailers and components, involving products under the US customs codes 8716.39.0040 and 8716.90.5060. Among them, the frame, axles and other core components of Chinese component products are the key verification objects.
Related situations of various parties: The US side alleges that the dumping margin is 87.57% - 214.61% for China, 132.80% for Canada, and 88.58% - 161.87% for Mexico. In 2024, the export value of Chinese finished van - type semi - trailers to the US was only $175,000, while the export value of components reached $260 million. Many Chinese component enterprises are concentrated in Shandong, Jiangsu and other places, and are highly dependent on exports to the US. After the investigation was launched, some enterprises have suspended new cooperation and prepared for defense. As the main suppliers, Canada and Mexico are also facing the pressure of trade pattern reconstruction. Some Mexican - related enterprises plan to relocate part of their production capacity to the US to avoid tariffs.
Expected follow - up progress: The US International Trade Commission (ITC) is expected to make a preliminary ruling on industrial injury by February 17 at the latest. If injury is determined, the investigation will enter a substantive stage, and may eventually impose high anti - dumping and counter - vailing duties, which will have a significant impact on the global semi - trailer industry supply chain.
