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: Apr 20, 2026 · 6:52am ET
Continuing the Suspension of Duty-Free De Minimis Treatment for All Countries
AAPL, AMZN, FDX, SHOP
High Impact · 8/10
Ending Certain Tariff Actions
AAPL, ADM, BA, CAT
High Impact · 8/10
Protecting the National Security and Welfare of the United States and its Citize
AMZN, CVS, GOOGL, JNJ
High Impact · 8/10
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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.

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
Full analysis →
Ending Certain Tariff Actions
Ending Certain Tariff Actions
AAPL ADM BA CAT FDX
Full analysis →
Protecting the National Security and Welfare of the United States and its Citize
Protecting the National Security and Welfare of the United States and its Citizens from Criminal Actors and Other Public Safety Threats
AMZN CVS GOOGL JNJ JPM
Full analysis →
Removing Regulatory Barriers to Affordable Home Construction
Removing Regulatory Barriers to Affordable Home Construction
F HD JPM
Full analysis →
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