Group 1 - Trump targets countries surrounding China with high tariffs to reduce their reliance on Chinese supply chains, impacting Vietnam, India, and the Philippines [2][3][4] - Vietnam's economy, heavily reliant on exports to the U.S. (over 30% of GDP), faces challenges after a 46% tariff was imposed, later negotiated down to 20% with conditions to limit Chinese components [2] - India's situation worsens with a 50% tariff on exports, leading to a 2% increase in manufacturing unemployment and a need to reduce dependence on Chinese imports [3] - The Philippines experiences a tariff increase from 17% to 19%, affecting agricultural exports and leading to delays in goods at ports, with significant investments from China halted [4] Group 2 - Military cooperation between the U.S. and these countries increases, with Vietnam receiving patrol boats and the Philippines establishing a special task force to monitor Chinese activities in the South China Sea [6][8] - The U.S. aims to reduce its dependence on Chinese rare earths, with plans to import from Australia and Canada, potentially undermining China's dominant position in this sector [8] - A trade truce is announced between the U.S. and China in November 2025, leading to a temporary reduction in tariffs, but companies continue to diversify their supply chains to avoid future risks [9]
特朗普下手真快:越南、印度、菲律宾都传来消息,对中国十分不利
Sou Hu Cai Jing·2025-11-05 17:07