2026-04-23 21:54:14 UTC / 路透社
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[1/2]2026年2月24日，美国加利福尼亚州奥克兰，美国最高法院裁定特朗普征收关税的行为超越权限后，奥克兰港的货轮上堆叠着集装箱。路透社/卡洛斯·巴里娅/档案照片 购买授权许可
华盛顿4月23日路透电 — 美国国会众议院15名民主党议员周四敦促大型零售及航运企业高管，将他们从唐纳德·特朗普总统非法关税中获得的任何退款，返还给支付了更高价格的消费者。
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- 这封信由内华达州众议员史蒂文·霍斯福德牵头撰写，就在美国海关和边境保护局启动新的退款申请门户数日后发出。此举是为了遵守法院命令，此前美国最高法院于2月裁定特朗普根据国家紧急状态法实施的大规模关税无效。
- 该团体询问高管们将采取哪些措施，确保关税减免能够转化为更低的价格或其他直接惠及消费者的福利，包括退款抵扣。
- 他们还要求高管们承诺，不会将任何退款用于股票回购或高管薪酬。
- 这封信被送往沃尔玛（WMT.O）、亚马逊（AMZN.O）、家得宝（HD.N）、劳氏（LOW.N）、塔吉特（TGT.N）、百思买（BBY.N）、好市多（COST.O）、联邦快递（FDX.N）、联合包裹服务（UPS.N）和敦豪速递（DHLn.DE）的首席执行官。
- 目前尚不清楚这些企业是否会申请退款，因为海关和边境保护局的申请系统是非公开的。好市多和联邦快递均已起诉联邦政府，以阻止其进口报关单最终生效，并保留申请退款的权利。亚马逊、塔吉特和沃尔玛尚未提起此类诉讼。
- 特朗普周二表示，他会“铭记”放弃关税退款的企业，暗示如果这些企业不使用海关和边境保护局的申请渠道，将获得某种未明确说明的好处。
- 议员们援引宾夕法尼亚大学沃顿商学院预算模型的研究称，最高可达1750亿美元的关税付款可能符合退款条件，此外还有最高7亿美元的利息。海关和边境保护局3月份表示，该局根据《国际紧急经济权力法》征收的关税收入达1660亿美元。
- 民主党议员在信中要求高管们详细说明他们是如何将关税成本转嫁给消费者、小企业和其他供应商的。
- “鉴于进口商层面的大规模退款可能很快就会得到处理，我们担心如果没有透明度和问责制，退款只会有利于企业资产负债表和股东，永远不会落到支付了更高价格的消费者手中，”议员们在信中写道。
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Democratic lawmakers urge retail, shipper CEOs to pass Trump tariff refunds to consumers
2026-04-23 21:54:14 UTC / Reuters
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[1/2]Shipping containers are stacked on a cargo ship at the port of Oakland following the Supreme Court’s ruling that Trump had exceeded his authority when he imposed tariffs, in Oakland, California, U.S., February 24, 2026. REUTERS/Carlos Barria/File Photo Purchase Licensing Rights
WASHINGTON, April 23 (Reuters) – A group of 15 Democrats in the U.S. House of Representatives on Thursday urged CEOs of major retailers and shippers to give back any refunds they receive from President Donald Trump’s illegal tariffs to consumers who paid higher prices.
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- The letter from the group led by Representative Steven Horsford of Nevada was sent just days after the U.S. Customs and Border Protection agency launched a new portal for companies to submit refund requests, in compliance with a court order after the Supreme Court in February struck down Trump’s broad tariffs under a national emergencies law.
- The group asks the CEOs what steps they will take to ensure that tariff relief translates into lower prices or other direct benefits for consumers, including credits.
- They also ask the CEOs to commit to not using any refunds for stock buybacks or executive compensation.
- The letter was sent to the CEOs of Walmart (WMT.O), Amazon (AMZN.O), Home Depot (HD.N), Lowe’s (LOW.N), Target (TGT.N), Best Buy (BBY.N), Costco (COST.O), FedEx (FDX.N), United Parcel Service (UPS.N) and DHL (DHLn.DE).
- It remains unclear whether these companies will seek refunds as the CBP application system is private. Costco and FedEx have both sued the federal government to prevent the finalization of their import entries and preserve their rights to refunds. Amazon, Target and Walmart have not filed such lawsuits.
- Trump said on Tuesday he will “remember” companies that forego tariff refunds, implying some unspecified benefit if they abstain from using the CBP portal.
- The lawmakers cited Penn Wharton Budget Model research that said up to $175 billion in tariff payments could be subject to refunds, with up to $700 million more in interest payments. CBP said in March that it collected $166 billion under tariffs backed by the International Emergency Economic Powers Act.
- The Democrats’ letter asks the CEOs to provide details on how they passed tariff costs on to consumers, small businesses and other suppliers.
- “With substantial refunds likely to be processed soon at the importer level, we are concerned that without transparency and accountability, refunds will benefit corporate balance sheets and shareholders and never reach consumers who paid higher prices,” the lawmakers wrote.
Reporting by David Lawder Editing by Rod Nickel
Our Standards: The Thomson Reuters Trust Principles.
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