Group 1 - The U.S. Trade Representative announced additional port service fees on Chinese vessels starting October 14, 2025, charging $50 per ton and $120 per container, citing unfair competition from China's shipbuilding industry, which holds over 50% of the global market share [3] - In retaliation, China's Ministry of Transport announced special port fees on U.S. vessels, starting at 400 RMB per net ton and increasing to 1120 RMB over three years, with exemptions for Chinese-built ships [3] - The first U.S. ships arriving in China on October 14 will incur significant fees, with a 30,000-ton vessel facing over 12 million RMB in charges, potentially leading to rerouting of shipping lines [3] Group 2 - Following the U.S. measures, South Korea's Hanwha Group faced immediate repercussions as China announced trade restrictions on five U.S. subsidiaries of Hanwha, which were involved in providing information for the U.S. 301 investigation against China [5] - Hanwha Marine, a major South Korean shipbuilding company, had previously invested over $1 billion to acquire a U.S. shipyard and planned to expand its production capacity significantly, focusing on U.S. military projects [6] - The South Korean government has committed to investing $150 billion to support the U.S. shipbuilding industry under the MASGA plan, aiming to secure priority access to U.S. defense contracts [8] Group 3 - South Korea's President Lee Jae-myung has continued a pro-U.S. policy, particularly in shipbuilding and defense, which has led to increased dependency on Chinese supply chains for critical materials [10] - Hanwha's reliance on Chinese rare earth materials for its products poses a risk, as supply chain disruptions could delay U.S. orders and incur significant penalties [10] - Following the announcement of trade restrictions, Hanwha's stock price dropped by 5.8%, resulting in a market value loss of $4.1 billion, while other South Korean shipbuilders also experienced declines [12] Group 4 - The South Korean government is actively seeking alternatives to reduce reliance on Chinese rare earth materials, with a target to decrease dependency from 70% to 50% within 90 days [12] - However, challenges remain as alternative suppliers are currently overwhelmed with orders, leading to increased costs and longer delivery times [12] - China's recent export controls on rare earth technologies further complicate the situation for South Korean companies, potentially increasing their operational costs by at least 35% [12]
中国对美征收船舶特别港务费,当属韩国最难受,李在明知道闯祸了
Sou Hu Cai Jing·2025-10-21 10:36