越南、韩国加强查处中国产品对美迂回出口

Group 1 - Chinese photovoltaic manufacturers are increasingly entering Vietnam, with JinkoSolar establishing a factory there in June 2024 [2] - Vietnam's Prime Minister Pham Minh Chinh issued directives on April 22 to address concerns over origin fraud, smuggling, and trade deception, emphasizing the need for preparation in negotiations with the U.S. [4] - The Vietnamese Ministry of Industry and Trade has requested stricter measures for issuing certificates of origin to prevent fraud, particularly in light of a surge in applications [4] Group 2 - The Trump administration views circumvention exports as a significant issue, suspecting Chinese companies of setting up bases in third countries to mislabel products before exporting to the U.S. [6] - Vietnam's exports to the U.S. have increased, with a trade surplus exceeding $100 billion in 2024, raising suspicions of circumvention practices [6] - The U.S. Department of Commerce announced on April 21 that it would impose punitive tariffs of up to 3521% on imported solar panels from Vietnam, Cambodia, Thailand, and Malaysia [6] Group 3 - If Vietnam and South Korea cooperate with the U.S. on these issues, it may provoke backlash from China, which has condemned the U.S. for negotiating tariffs that limit trade with China [7] - Recent reports indicate that the Chinese government has warned South Korean companies against exporting products containing Chinese rare earths to U.S. defense-related firms, threatening potential sanctions [8]