特朗普致函李在明，宣布加征25%关税，外媒：强调不许韩国反制

Core Viewpoint - The recent announcement by Trump to impose a 25% tariff on South Korean products poses significant challenges for the newly elected President Lee Jae-myung, complicating his efforts to address domestic issues while facing external pressures [4][6]. Group 1: Tariff Impact on South Korea - The 25% tariff is a strategic pressure tactic by the U.S., with South Korea serving as a demonstration target for other nations [6]. - If implemented, the automotive industry in South Korea will be severely affected, with annual exports to the U.S. amounting to $34.7 billion, nearly half of its total automotive exports [10]. - The cost per vehicle for Hyundai could increase by approximately $3,800, leading to a profit margin reduction of over 30% [10]. Group 2: South Korea's Response - The South Korean government is attempting to frame the tariff threat as a temporary measure and has committed to urgent negotiations before August 1 [12]. - A domestic industry rescue fund of 30 trillion won has been initiated to mitigate the impact of the tariffs [12]. - Despite having a 40% share in the global memory chip market and a quarter of the U.S. electric vehicle battery market, South Korea's leverage is limited due to its military and financial dependence on the U.S. [12][14]. Group 3: Diplomatic and Economic Context - The recent tariff conflict reflects deeper issues in the U.S.-South Korea alliance, with South Korea's trade deficit with the U.S. reaching $66 billion in 2024, primarily in the automotive sector [15]. - The exclusion of South Korea from tariff exemptions, while other countries like the UK and Vietnam were granted such exemptions, has sparked significant domestic outrage [15]. - International reactions include criticism from Brazil and the EU, with potential retaliatory measures being discussed by other nations, indicating a broader economic impact [15].