微妙关头，特朗普一声令下，美国又对4国加税，局势愈发严峻了

Group 1 - The Trump administration has decided to impose high tariffs on solar manufacturers from Southeast Asian countries, following a year-long investigation, in response to accusations from U.S. manufacturers about unfair competition from Chinese companies using these countries as a conduit [1] - U.S. solar manufacturers, including Hanwha Qcells and First Solar, have petitioned the government to protect their multi-billion dollar investments in the U.S. solar industry [1] - The U.S. solar industry association has criticized the tariffs, indicating that they could harm the domestic solar industry and create uncertainty for its development [1] Group 2 - According to data, in 2023, imports of solar components from Southeast Asia to the U.S. amounted to $12.51 billion, accounting for 82.7% of total imports of $15.127 billion [5] - The U.S. Energy Information Administration (EIA) projects that in 2024, the total import volume of photovoltaic components will be 48.7 GW, with Southeast Asia's share decreasing to 65% and direct exports from China rebounding to 12% (approximately 5.8 GW) [5] - Despite the tariff pressures, countries like Vietnam, Thailand, Malaysia, and Cambodia have taken actions to strengthen their positions against the U.S. [5][7] Group 3 - China has enhanced dialogue and cooperation with ASEAN countries to address the global tariff challenges, indicating a willingness to invest and foster relationships with key regional allies [7] - During recent visits, China has deepened its comprehensive strategic partnership with ASEAN countries and signed several cooperation agreements, contrasting with the U.S.'s aggressive tariff approach [7]