比美国更反华国家出现？墨西哥突然对中方发难，原来我们早有准备

Core Insights - Mexico has decided to impose high tariffs on China, reaching up to 50%, despite a temporary truce in the US-China trade war, aiming to stimulate domestic manufacturing and address long-standing trade deficits [1][3] - The new law, passed by the Mexican Congress, targets over 1,400 products initially, with around 300 items exempted, and is expected to increase Mexico's import revenue by 8.3% by 2026 [1][4] Group 1: Economic Implications - The new tariff policy could generate an additional $3.76 billion in revenue for Mexico, alleviating fiscal pressure and addressing the growing trade deficit with China [4] - Mexican industries such as textiles and steel, which have struggled to compete with Chinese products, are expected to benefit from the tariffs, potentially revitalizing local manufacturing [4] Group 2: Political Context - The decision is influenced by pressure from the US, as the Trump administration warned Mexico of a potential 30% tariff and the termination of the USMCA if it did not restrict Chinese goods [3] - Mexico's economic stability is heavily reliant on trade with the US, with over 80% of its exports going to the US and Canada, making it vulnerable to external pressures [3] Group 3: Long-term Risks - The tariff policy may lead to retaliatory measures from China, which could impose its own tariffs on Mexican goods, creating economic strain for Mexico [4] - Increased production costs in sectors like electronics and automotive due to tariffs may reduce Mexico's competitiveness and deepen its economic dependence on the US [4]