墨西哥曾是中国在拉美的重要伙伴，双边贸易额高达1094亿美元。 然而9月10日，这个"后院国家"却突然翻脸，对1400种中国商品挥起关税大棒，税率最高达50%。仅仅15天后，中国商务部深夜出手反制。 这个向来听话的"后院"为何敢对中国下狠手？代价会有多惨重？ 前言 编辑：倏禹 1400种商品遭殃，墨西哥挥起50%关税大棒 9月10日，墨西哥总统辛鲍姆向国会提交了一项所谓的"关税改革提案"。表面上冠冕堂皇，声称要通过"Plan Mexico"工业计划扶持本国产业，实际上 却是一份精准打击中国的清单。 1400种商品被列入加税名单。汽车关税从原来的20%直接飙升到50%，汽车零部件税率在10%-50%之间浮动。钢铁制品被课征35%的重税，就连玩具 和纺织品也难逃10%-50%的关税重击。 更让人意外的是，墨西哥这份清单的排他性如此明显。所有与美国、加拿大签署自贸协定的国家都被排除在外，偏偏中国成了最大的靶子。 这哪里是什么产业保护，分明就是一场专门针对中国的贸易围剿。时间节点更是耐人寻味。就在今年1月，墨西哥已经对跨境电商商品征收19%关税。 3月份进一步扩大商品关税范围，8月将低价包裹关税从19%提高到33.5 ...

以前中国是最大买家，大单说来就来，可现在中国转头去了南美。而美国这边，特朗普急着想让中国重 新买单，另一边中国一句话撂下，提出了条件。 美国大豆现在正经历一次"出口危机"，仓库空位见底，农民眼看着整片田里的豆子没人要，心里憋着一 股火。 美国想保农业州的票仓，中国则不愿再配合。大豆出口的背后，其实是特朗普关税政策的影响终于显现 了。 卖不出去的大豆，一堆堆地摆着，农民干着急 这段时间，美国农民的日子确实不太好过。尤其是那些靠种大豆为生的中西部农场，眼看着收成不错， 可仓库却塞得满满的，没人来收。 说到底，是买家少了，尤其是最重要的那个客户——中国，已经不怎么买账了。 以前中国买得多，那是因为美国大豆供货稳，运输也方便。但现在情况变了，买的人不来了，价格也撑 不住了，农民种出来的豆子成了"滞销货"。 白宫虽然说给了补贴，但补贴这东西，说到底就是个数字，真正能到农民手里的，远比宣传得要少得 多。 农民嘴上不说，心里其实很明白：这不是市场出问题，而是受到了特朗普政策的极大影响。 中国说得明白：先撤关税，不然别指望我们买 中方的态度其实一直都很清楚，不是不能买，而是不接受不公平的交易。 美国当初加上来的那些关税，直接 ...

Group 1: Measures Against U.S. Companies - The U.S. Department of Commerce has added three companies to the unreliable entity list, prohibiting them from engaging in import and export activities related to China and from making new investments in China [1] - Three U.S. entities have been placed on the export control list, prohibiting the export of dual-use items to these companies, and all ongoing related export activities must cease immediately [1] Group 2: Trade Relief and Barrier Investigations - A preliminary anti-dumping investigation has been initiated against imported pecans from Mexico and the U.S., as evidence suggests dumping practices that harm domestic prices and cause substantial damage [2] - A trade barrier investigation has been launched regarding Mexico's proposed increase in import tariffs on products from non-free trade partners, which could severely impact Chinese enterprises' trade and investment interests [2] Group 3: Clarification of Multilateral and Bilateral Trade Positions - China has submitted a position paper to the WTO stating it does not seek new special and differential treatment in current and future negotiations, aiming to promote WTO reform and support global development initiatives [3] - The Chinese government urges the U.S. to eliminate unreasonable tariffs on soybean trade to create favorable conditions for expanding bilateral trade and enhancing global economic stability [3] - The Chinese government has indicated that the main obstacle to normal Sino-U.S. economic cooperation is unilateral restrictions imposed by the U.S., calling for mutual efforts to create favorable conditions for stable and sustainable development of Sino-U.S. economic relations [3]

Group 1 - U.S. Treasury Secretary Scott Bessent expressed confidence that a trade deal with China is nearing completion, with further talks expected before reciprocal tariffs take effect in November [1] - The initial tariffs that could have reached up to 145% on Chinese goods were suspended as negotiations continued, with the suspension now extended to November 10 [2] - The U.S. trade deficit with China was nearly $300 billion in 2024, but it is projected to decline significantly in 2025, with $128 billion recorded through July [2] Group 2 - U.S. Trade Representative Jamieson Greer anticipates that the trade deficit will narrow by at least 30% this year and potentially more in 2026, aiming for a balanced and fair trade relationship [3]

Core Viewpoint - The Chinese Ministry of Commerce has initiated an anti-dumping investigation into imported simulation chips from the United States, responding to U.S. measures in the integrated circuit sector. The China Association of Automobile Manufacturers (CAAM) supports this action and emphasizes the need for a fair international market environment for the automotive industry's technological advancement and sustainable development [1]. Group 1 - The CAAM expresses strong concern regarding the anti-dumping investigation and supports the Ministry of Commerce's necessary measures [1]. - The association calls for domestic and international enterprises to enhance technological innovation and industry chain collaboration, particularly in electrification and intelligence [1]. - The CAAM aims to actively support and cooperate with the investigation authorities to uphold fair trade and protect industry legal rights [1].

Group 1 - The China Automobile Industry Association (CAAM) expressed strong support for the Ministry of Commerce's anti-dumping investigation against imported simulation chips from the United States [2] - CAAM emphasized the need for an open, fair, and non-discriminatory international market environment for the technological advancement and sustainable development of the automotive industry [4] - The association called for domestic and foreign enterprises to enhance technological innovation and industry chain collaboration, particularly in the fields of electrification and intelligence [4] Group 2 - CAAM will actively support and cooperate with the investigation authorities to uphold fair trade and the legitimate rights and interests of the industry [4]

Core Viewpoint - The China Automobile Industry Association expresses strong support for the Ministry of Commerce's anti-dumping investigation against imported simulation chips from the United States, emphasizing the need for an open, fair, and non-discriminatory international market environment for the sustainable development of the automotive industry [1][3]. Summary by Relevant Sections - **Anti-Dumping Investigation**: On September 13, 2025, the Ministry of Commerce of China announced an anti-dumping investigation into simulation chips imported from the United States, as well as a discrimination investigation regarding U.S. measures in the integrated circuit sector [1][3]. - **Industry Response**: The China Automobile Industry Association is highly concerned about these developments and firmly supports the necessary legal actions taken by the Ministry of Commerce [1][3]. - **Call for Collaboration**: The association urges domestic and foreign enterprises to enhance technological innovation and industry chain collaboration, particularly in the fields of electrification and intelligence, to jointly promote the green, safe, and high-quality development of the global automotive industry [1][3]. - **Commitment to Fair Trade**: The China Automobile Industry Association will actively support and cooperate with the investigating authorities to uphold fair trade and protect the legitimate rights and interests of the industry [1][3].

Core Viewpoint - The Chinese Ministry of Commerce has initiated an anti-dumping investigation into the import of relevant simulation chips from the United States, in response to U.S. measures in the integrated circuit sector [1] Group 1: Industry Response - The China Automobile Industry Association has expressed strong support for the Ministry of Commerce's actions, emphasizing the need for a fair and non-discriminatory international market environment for technological advancement and sustainable development in the automotive industry [1] - The association calls for domestic and international companies to enhance technological innovation and industry chain collaboration, particularly in the fields of electrification and intelligence [1] - The China Automobile Industry Association will actively support and cooperate with the investigation authorities to uphold fair trade and protect the legitimate rights and interests of the industry [1]

Group 1 - The China Automobile Industry Association supports the Ministry of Commerce's investigation into related products and measures from the United States [1] - On September 13, 2025, the Ministry of Commerce announced an anti-dumping investigation into relevant simulation chips imported from the U.S. and initiated a discrimination investigation regarding U.S. measures in the integrated circuit sector [1] - The association emphasizes the need for an open, fair, and non-discriminatory international market environment for the technological advancement and sustainable development of the automotive industry [1] Group 2 - The China Automobile Industry Association calls for domestic and foreign enterprises to enhance technological innovation and industry chain collaboration, particularly in electrification and intelligence [1] - The association will actively support and cooperate with the investigation authorities to uphold fair trade and the legitimate rights and interests of the industry [1]

Group 1 - The Chinese Semiconductor Industry Association supports the Ministry of Commerce's investigation into anti-dumping measures against related analog chips imported from the United States [1] - The association emphasizes the need for a fair environment for the healthy development of the semiconductor industry, advocating for continuous technological innovation and international cooperation based on market rules [1] - The association will actively support and cooperate with the investigation authorities to uphold fair trade and the legitimate rights and interests of the industry [1]