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一觉醒来,韩国“跪”了!GDP前9中,除中国,只剩2国未向美妥协
Sou Hu Cai Jing·2025-07-31 10:28

Group 1 - The core point of the news is that the United States has officially imposed a 15% tariff on South Korean products, while South Korea has responded with zero tariffs on U.S. products and committed to investing $350 billion and purchasing $100 billion worth of U.S. liquefied natural gas over the next decade [2][21] - This agreement signifies a major concession from South Korea, which has been pressured into this position due to competitive disadvantages against Japan, which secured a similar agreement earlier [5][8] - South Korea's automotive exports are crucial to its economy, and the country cannot afford to lose market share to competitors who have received tariff advantages [8][10] Group 2 - The tariff conflict has created two distinct camps: the "compromise camp," which includes Japan, the UK, the EU, and South Korea, all of which have signed agreements with the U.S., and the "resistance camp," which includes China, Canada, and India, who have not reached any agreements [10][12] - Canada faces a looming deadline from the U.S. for a potential 35% retaliatory tariff, which poses a significant threat to its economy, as over 60% of its exports go to the U.S. [15][21] - India is taking a hardline stance, refusing to make unilateral concessions due to the political implications of agricultural tariffs, which are critical to its domestic stability [18][29] Group 3 - The U.S. has gained significant tactical advantages through these tariff negotiations, increasing revenue and encouraging some manufacturing to return, as evidenced by South Korea's substantial investment commitments [21][27] - However, the actual effectiveness of these agreements is in question, as previous commitments from Japan and the EU have faced delays, raising concerns about whether these investments will materialize [21][23] - The ongoing trade tensions and high tariffs may lead to a fragmented global economy, with potential declines in global GDP growth, as countries begin to form trade groups rather than cooperate [29][31]