25%-40%，特朗普给转口贸易标好了价格

Core Viewpoint - The article discusses the evolving dynamics of U.S. trade policies under Trump, particularly the impact of new tariffs on various countries, including Japan and South Korea, and the implications for companies engaged in international trade [1][33]. Group 1: Tariff Implications - Trump announced a 25% tariff on imports from Japan and South Korea, with additional tariffs on 12 other countries starting August 1 [3][6]. - The tariffs are seen as a strategy to pressure countries into compliance and to deter transshipment practices aimed at avoiding tariffs [10][30]. - Japanese companies, particularly in the automotive and electronics sectors, are expected to face increased costs and may need to adjust their supply chains [12][22]. Group 2: Market Reactions - The Japanese and South Korean stock markets remained stable following the announcement, indicating a cautious optimism among traders [14]. - Companies are exploring markets outside the U.S. due to the unpredictability of U.S. trade policies, with discussions on expanding into regions like Southeast Asia [2][26]. Group 3: Future Trade Dynamics - The article suggests that the U.S. trade negotiation strategy may shift from broad tariffs to more targeted measures focusing on supply chains and international taxation [66]. - Japan is likely to pursue diplomatic negotiations and may seek exemptions for key industries from the new tariffs [39][40]. - The long-term outlook indicates that U.S.-Japan trade tensions may become a regular feature, but a full-scale trade war is considered unlikely [45][50]. Group 4: Recommendations for Companies - Companies relying on transshipment through Japan may face increased scrutiny and costs, necessitating a reassessment of their supply chain strategies [57][63]. - Businesses are advised to diversify their markets and consider relocating production to avoid U.S. tariffs, with a focus on Southeast Asia and Mexico as alternative options [78][79].