为达成贸易协议，韩国“放大招”：让美国造船业再次伟大

Group 1 - The U.S. and South Korea's planned "2+2" tariff negotiations were postponed due to U.S. Treasury Secretary Yellen's urgent schedule, with a looming deadline for new tariffs on August 1 [1][3] - South Korea proposed a shipbuilding cooperation project named "Make American Shipbuilding Great Again" (MASGA), potentially worth hundreds of billions of dollars, to the U.S. [1][3] - The project includes investments and financing guarantees from South Korean private shipbuilding companies, with financial support expected from institutions like the Korea Export-Import Bank [3] Group 2 - The U.S. is interested in revitalizing its shipbuilding industry, which has a significantly lower global market share compared to China, Japan, and South Korea [3][4] - In 2024, the completion rates for shipbuilding are projected to be 51.99% for China, 26.78% for South Korea, and 11.67% for Japan, highlighting the competitive landscape [3] - The U.S. is simultaneously attempting to suppress China's shipbuilding industry while seeking closer ties with South Korean and Japanese firms [3][4] Group 3 - The South Korean government aims to negotiate a trade agreement that includes shipbuilding, LNG, and trade balance improvements, reflecting a strategic partnership with the U.S. [4][5] - Recent reports indicate that major South Korean shipbuilders like Hyundai Heavy Industries and Hanwha Ocean are entering into cooperation agreements with U.S. companies [5] - The South Korean government is under pressure to reach a favorable trade agreement with the U.S. to avoid potential GDP declines, with estimates suggesting a 1.7% drop if negotiations fail [7][8]