墨西哥的手在签字，真正握笔的，可能在白宫

Group 1 - Mexico is implementing new tariffs ranging from 10% to 50% on goods from countries without free trade agreements, primarily targeting Chinese products [1][2] - The new tariffs will significantly increase import duties on automobiles from 20% to 50%, affecting approximately 1,400 product codes, which account for about 8.6% of Mexico's total imports (approximately $52 billion) [2][3] - The Mexican government aims to protect 325,000 manufacturing jobs and enhance domestic production capabilities through these tariffs [3][4] Group 2 - The U.S. has exerted pressure on Mexico to increase tariffs on Chinese imports, as part of a broader geopolitical strategy [6][8] - The U.S.-Mexico-Canada Agreement (USMCA) contains clauses that restrict trade with non-market economies, which indirectly limits Mexico's trade options with China [7] - Mexico's fiscal challenges, including a projected budget deficit of 5.9% of GDP in 2024, have prompted the government to seek immediate revenue through tariff increases [11][12] Group 3 - The "Mexico Plan" aims to enhance domestic industry self-sufficiency and reduce reliance on imports, with a goal of local production meeting 50% of demand in key sectors by 2030 [14][16] - Tariffs are viewed as a tool for adjusting foreign trade and guiding industrial restructuring rather than merely a revenue source [17] - Chinese companies are encouraged to adapt their strategies in response to the new tariffs, including investing in local production to comply with USMCA rules [21][29] Group 4 - The increase in tariffs will impact not only finished vehicles but also upstream supply chains, necessitating a multi-dimensional response from companies [25] - Companies are advised to localize supply chains and collaborate with local suppliers to mitigate risks associated with tariff increases [26] - Diversifying investments into emerging markets and optimizing communication with policymakers are essential strategies for Chinese firms facing these new tariffs [29][30]