【环球财经】墨西哥巩固拉美高科技制造业出口领先地位

Core Insights - Mexico has solidified its leading position in high-tech manufactured goods exports in Latin America and the Caribbean over the past two decades, with its share in regional high-tech product exports rising to 85% in 2024 from 76% in 2005, while Brazil's share has decreased from 15% to 7% [1] - Mexico dominates 18 out of 20 key high-tech product categories, with a focus on the automotive and electronics sectors, including significant exports of gasoline light vehicles, digital processing units, and receivers with transmitters [1] - Brazil, while maintaining its position as the second-largest exporter in the region, has seen a decline in export value and only holds competitive advantages in specific sectors such as diesel vehicles, aircraft, pharmaceuticals, and circuits [1] Industry Analysis - The manufacturing sector in Brazil has seen a decline in its GDP contribution from 19.2% in 1997 to 11.3% in 2018, alongside a decrease in the share of high-tech product exports [1] - Factors contributing to Brazil's "deindustrialization" trend include low productivity, inadequate infrastructure, heavy tax burdens, and high exchange and interest rates, compounded by the global shift in industrial chains [1] - Mexico's per capita export value exceeds $1,400, significantly above the regional average, indicating a concentration of high-tech manufacturing capabilities in a few countries, particularly Mexico and Costa Rica [2] - The continued clustering of the electronics and automotive supply chains positions Mexico to maintain its status as a regional high-tech manufacturing hub in the coming years [2]