On the local time of September 25, Donald Trump posted a series of messages on his social media platform “Truth Social” to officially announce a new round of high-tariff plans, which will take effect on October 1, 2025, further escalating global trade tensions.

This round of tariffs covers a wide range of livelihood and industrial products: a 50% tariff will be imposed on building materials such as kitchen cabinets and bathroom vanities; a 30% tariff on upholstered furniture; the tariff rate on patented and branded pharmaceuticals will be directly doubled to 100%; and an additional 25% tariff will also be levied on all imported heavy-duty trucks. Trump claimed that this measure is aimed at protecting U.S. manufacturing, addressing “unfair import competition,” and even linking it to “national security.”

The policy has already caused shocks in the industry: Mexico, as the largest exporter of heavy-duty trucks to the U.S., may see its related automakers’ investment plans impacted; the rising cost of imported furniture is feared to further push up U.S. inflation, while tariffs on pharmaceuticals may increase the burden on people’s livelihoods. Analysts pointed out that this is the latest move by Trump to strengthen trade protection during his second term, casting a shadow over the global supply chain and economic prospects.