Investor Guide · Trade & Tariffs

What Are Section 301 Tariffs and Which Stocks Are Affected?

Section 301 of the Trade Act of 1974 gives the President authority to impose tariffs on countries that engage in unfair trade practices — most commonly used against China. Unlike Section 232 (national security) tariffs, Section 301 tariffs target specific product categories and are based on trade violation findings.

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Updated: Mar 5, 2026 · 6:34pm ET
Ending Certain Tariff Actions
AAPL, ADM, BA, CAT
High Impact · 8/10
Modifying Duties to Address Threats to the United States by the Government of th
AAPL, ADM, CVX, INTC
High Impact · 8/10
Continuing the Suspension of Duty-Free De Minimis Treatment for All Countries
AAPL, AMZN, FDX, SHOP
Low Impact
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The Short Answer
Key Points
Section 301 of the Trade Act of 1974 gives the President authority to impose tariffs on countries that engage in unfair trade practices — most commonly used against China. Unlike Section 232 (national security) tariffs, Section 301 tariffs target specific product categories and are based on trade violation findings.
What products are covered by Section 301 tariffs?
Section 301 tariffs on China cover industrial machinery, electronics, chemicals, and consumer goods — approximately $370B of annual imports. The specific product list is maintained by USTR and has been expanded multiple times since 2018.

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Recent Executive Orders in This Area

These are the most recent policy actions tracked by AISB that are relevant to this topic. Each is scored for market relevance and mapped to affected tickers.

Ending Certain Tariff Actions
Ending Certain Tariff Actions
AAPL ADM BA CAT FDX
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Modifying Duties to Address Threats to the United States by the Government of th
Modifying Duties to Address Threats to the United States by the Government of the Russian Federation
AAPL ADM CVX INTC JPM
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Continuing the Suspension of Duty-Free De Minimis Treatment for All Countries
Continuing the Suspension of Duty-Free De Minimis Treatment for All Countries
AAPL AMZN FDX SHOP TGT
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Promoting the National Defense by Ensuring an Adequate Supply of Elemental Phosp
Promoting the National Defense by Ensuring an Adequate Supply of Elemental Phosphorus and Glyphosate-Based Herbicides
BAYRY KLAC LMT NSRGY RTX
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