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马来西亚寻求20%关税,但拒绝在电动车优惠和外资持股上让步
Hua Er Jie Jian Wen·2025-07-22 07:44

Core Viewpoint - Ongoing tariff negotiations between the US and Malaysia face significant disagreements on sensitive issues, impacting Malaysia's economic growth expectations. Group 1: Tariff Negotiations - The US plans to impose tariffs ranging from 25% to 40% on imports from 14 countries, including a 25% tariff on Malaysian products starting August 1 [1] - Malaysia's negotiation team aims for a tariff rate below 25%, ideally around 20%, to align with neighboring countries like Indonesia and Vietnam [1][2] - The outcome of these negotiations is crucial for Malaysia's economic growth, with the government projecting a growth target of 4.5% to 5.5% for the year, contingent on the final tariff levels [1] Group 2: Controversial Issues - The extension of tax exemptions for US-made electric vehicles is a contentious point, with Malaysian officials hesitant to agree due to potential implications for other countries [2] - Malaysia is unwilling to lower foreign ownership limits in sensitive sectors like electricity and finance, reflecting the political sensitivity of these issues [2] - The request to reduce local fisheries subsidies and overfishing is seen as interference in domestic affairs, affecting key voter groups, particularly among the Malay fishermen [3] Group 3: Semiconductor Cooperation - Malaysia has shown willingness to cooperate on high-performance semiconductors, implementing stricter export controls for AI chips to the US [4]