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特朗普称贸易协议“几乎敲定”,韩国确认对美分期投资2000亿美元现金
Guan Cha Zhe Wang·2025-10-29 15:54

Core Points - The trade agreement between the US and South Korea, which had faced delays due to disagreements over a $350 billion investment plan, is nearing completion following a meeting between President Trump and President Yoon Suk-yeol at the APEC summit [1][3][5] Group 1: Investment Details - South Korea plans to invest $200 billion in cash and $150 billion in shipbuilding cooperation as part of the $350 billion investment in the US [3][4] - The investment will be structured through a Special Purpose Company (SPC) to offset losses from one project with profits from another [3][4] - The South Korean government has implemented multiple safeguards to limit financial risks and protect the foreign exchange market, ensuring that only commercially viable projects receive investment [3][4] Group 2: Tariff Adjustments - The US will reduce tariffs on South Korean automobiles from 25% to 15%, while certain items like pharmaceuticals will receive most-favored-nation treatment and zero tariffs will apply to specific natural resources [4][5] - The agreement will align South Korea's semiconductor tariffs with those of Taiwan, but no additional openings in the agricultural market have been made [4][5] Group 3: Market Reactions and Public Sentiment - Following the announcement of the nearing agreement, the South Korean won appreciated by 0.9% against the US dollar, reflecting reduced concerns over the trade deal [5][6] - Public sentiment in South Korea is largely negative towards the US's investment demands, with 80.1% of respondents in a poll considering the $350 billion requirement unfair [6][8]