美要联韩遏华？李在明二选一，跟美国一起打压中方，被加征关税

Core Points - The article discusses the pressure faced by South Korean President Lee Jae-myung from the United States regarding the shipbuilding industry and its implications for South Korea's economy and national security [1][3] - The U.S. is attempting to curb China's growing shipbuilding industry by pressuring South Korea to join in efforts against China, threatening punitive tariffs and fees on vessels built in China [1][3] - South Korea is caught in a dilemma, relying on the U.S. for military protection while being economically dependent on China, which poses risks to key industries like semiconductors and automotive [4][11] Group 1: U.S. Pressure and Strategy - The U.S. has proposed a "death sentence" ultimatum to South Korea: either collaborate in suppressing China's shipbuilding industry or face tariffs up to 25% starting August 1 [1][3] - The U.S. plans to establish a "shipbuilding office" to revitalize its own shipbuilding sector, despite skepticism from think tanks and trade groups about the feasibility of winning this economic battle [3] - South Korea's Ministry of Trade has indicated that the U.S. aims to resolve trade, diplomatic, and security issues in one go, effectively using South Korea as a pawn against China [3][4] Group 2: South Korea's Economic Dilemma - China is South Korea's largest trading partner, accounting for 22.8% of its total exports, with over 40% dependency in critical sectors like semiconductors and automobiles [4][11] - If South Korea complies with U.S. demands to sever ties with China, major companies like Samsung Electronics and Hyundai may face severe operational disruptions [4][11] - A report from the Korea Industrial Research Institute estimates that if the U.S. imposes "reciprocal tariffs," South Korea's automotive and machinery exports could suffer a loss of $12 billion [11] Group 3: Diplomatic Maneuvers - In response to U.S. pressure, the South Korean government is pursuing a "dual-track breakthrough" strategy, engaging in high-level talks with China, the U.S., and Japan [6][9] - South Korea is attempting to publicly disclose the pressures it faces from the U.S. while also signaling to China that it is not solely aligned with the U.S. [6][7] - China is leveraging its economic influence by offering opportunities through RCEP and enhancing trade relations, while also maintaining a strategic grip on critical resources like rare earth elements [9][11]