【环球财经】韩美双方就关税等问题达成最终协议

Group 1 - The core point of the news is the finalization of the "Joint Fact Sheet" between South Korea and the United States, which outlines the outcomes of tariff and national security discussions [1] - The agreement reaffirms the "Korea-U.S. Strategic Trade and Investment Agreement" from July, which includes a $150 billion investment by South Korea in the U.S. shipbuilding sector and an additional $200 billion investment commitment under the Strategic Investment Memorandum [1] - South Korea's tariffs on products exported to the U.S. that are currently at 15% or higher will not see additional tariffs, while those below 15% will be raised to 15% [1] Group 2 - The U.S. will reduce tariffs on South Korean automobiles, auto parts, and wood products to 15% under Section 232 of the Trade Expansion Act, although the timeline for reducing the current 25% tariffs on automobiles and auto parts remains unspecified [1] - The reduction in tariffs is expected to take at least 1 to 2 months to show effects, indicating that the short-term liquidity burden on the industry remains significant [1] - The analysis suggests that the 15% tariff on South Korean automobiles will pose a new challenge for the industry, especially as the competitive advantage over Japanese cars diminishes [2]