美国对四百余种钢铝衍生品征税，韩国超百亿美元产品受影响

Core Viewpoint - The United States has imposed a 50% tariff on 407 types of steel and aluminum derivative products, significantly impacting South Korean exports and businesses, particularly small and medium-sized enterprises [1][3]. Group 1: Impact on South Korean Exports - The 407 products subject to tariffs include major export categories for South Korea, such as automobiles, electronics, and machinery, as well as consumer goods like furniture and kitchenware [3]. - In the previous year, the total export value of these products to the U.S. reached $11.89 billion [3]. Group 2: Financial Implications - For example, a car part valued at 10 million KRW (approximately 52,000 RMB) with a 40% steel and aluminum content would incur a total tariff of 2.9 million KRW (about 15,000 RMB), nearly double the tariff calculated at a 15% rate [5]. Group 3: Effects on Small and Medium Enterprises - The tariff policy is expected to severely impact small and medium-sized enterprises, which constitute over 90% of South Korea's manufacturing sector, as most of the affected products are produced by these companies [7]. - Many businesses report that the current tariff rates exceed their profit margins, making it difficult to sustain operations [7]. Group 4: Market Reaction - Following the announcement of the tariffs, the South Korean Composite Stock Price Index fell by 1.5%, with some machinery manufacturing stocks dropping over 10% [9]. - The Ministry of Trade, Industry and Energy of South Korea is engaging with industry associations to discuss the impact of the tariffs and potential countermeasures, including increased support for small and medium enterprises [9].