墨西哥拟下月起加征关税

Core Viewpoint - Mexico plans to impose tariffs ranging from 5% to 50% on certain products from several Asian countries, including China, starting January 1, 2026, which will impact various industries such as automotive, electronics, and appliances [3][4]. Group 1: Tariff Impact on Exports - The proposed tariffs will significantly affect the export of white goods from China to Mexico, with a projected decrease in exports of 10.6% in the first ten months of 2025, amounting to $2.919 billion [5]. - Specific categories such as air conditioners, washing machines, and refrigerators are expected to see substantial declines in export value, with decreases of 30%, 49.86%, and 10.7% respectively [5]. - Smaller appliances like fans and microwaves also experienced declines, with export values dropping by 14.81% and 9.29% respectively [5]. Group 2: Corporate Responses and Adjustments - Companies are likely to adjust their overseas production strategies in response to the tariffs, with some planning to shift orders to overseas factories [3][4]. - Major Chinese appliance manufacturers like Hisense and TCL have already established production facilities in Mexico, which may help them mitigate the impact of the tariffs by increasing local production capacity [6]. - The tariffs may compel these companies to enhance their product lines and expand their market share in both Mexico and North America [6]. Group 3: Market Trends and Future Projections - The Mexican market for air conditioners is expected to shrink in 2026 due to high inventory levels, which may limit the immediate impact of the tariffs on air conditioner exports [4]. - The overall trend indicates that Chinese appliance exports to Mexico are likely to continue facing challenges, with a projected decline of 9% in the first seven months of 2025 due to the tariffs [5].