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收到美国加税通知,李在明态度变了!韩国没有退路,中国成最优选项
Sou Hu Cai Jing·2025-07-13 04:00

Group 1 - The U.S. Department of Commerce announced a 25% tariff on over 200 South Korean products, including automotive parts and semiconductor materials, effective August 1, citing a need to address regional trade imbalances [1][3] - The tariff is expected to reduce South Korea's annual export revenue by approximately $1.2 billion, with the automotive sector facing increased production costs of up to $800 per vehicle due to the inclusion of 13 core components in the tariff list [3] - The semiconductor industry is particularly concerned, as five special materials used by Samsung Electronics for memory chip production are affected, potentially impacting 42,000 jobs in the sector [3] Group 2 - South Korean President Lee Jae-myung has called for an emergency response to the tariffs, emphasizing the need to protect national interests while maintaining the U.S.-South Korea alliance [3][5] - There are significant domestic political divisions in South Korea regarding the response to the tariffs, with the main opposition party advocating for improved relations with China, while the ruling party views it as a diplomatic trap [5] - The U.S. has shown dissatisfaction with South Korea's military cooperation with China, as evidenced by delays in military sales and the potential for further legislative actions that could reassess the status of U.S. troops in South Korea [5][7] Group 3 - The trade volume between China and South Korea reached $362.3 billion last year, accounting for 21.7% of South Korea's total foreign trade, highlighting the importance of maintaining strong economic ties with China [5] - Lee Jae-myung's administration is exploring options to balance diplomatic relations, including sending a vice president to the military parade in China or forming an economic cooperation delegation [5][7] - Historical ties between China and South Korea during World War II are noted as a significant factor in the current diplomatic considerations, complicating the decision-making process for Lee Jae-myung [7]