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李在明咬紧牙关顶住美国压力,他和特朗普谁先缩头?
Sou Hu Cai Jing· 2026-02-12 11:46
Core Viewpoint - The trade and investment tensions between the US and South Korea have intensified, with the US pressuring South Korea to accelerate commitments while South Korea maintains a cautious and negotiating stance [1][3][12] Group 1: Trade Negotiations - The US has demanded South Korea eliminate non-tariff barriers as a condition to avoid a 25% tariff increase, contrasting with South Korea's previous understanding that passing the "Special Law on Investment in the US" would suffice [3][5] - The negotiations have escalated from legislative delays to a comprehensive restructuring of trade rules and alliance relationships, indicating deeper structural conflicts between the two nations [3][9] - South Korea's government is in a complex situation, promoting the investment law while being aware that it alone cannot resolve all disputes, particularly regarding agricultural and digital regulatory issues [5][10] Group 2: US Position - The US has adopted a clear and aggressive stance, expanding its demands from legislative requirements to structural adjustments in trade rules, with warnings of tariff increases if South Korea does not make substantial progress on non-tariff barriers [7][12] - The US's dissatisfaction centers on the slow implementation of investments and delays in negotiations over non-tariff barriers, with a lack of a unified negotiation front from South Korea [7][10] - Even if the "Special Law on Investment in the US" is passed, the US has indicated that this will not necessarily eliminate tariff threats, as it seeks broader adjustments in trade rules [7][9] Group 3: Political Dynamics - The trade friction has evolved beyond typical economic disputes to encompass legal interpretations, domestic political interests, and security alliances, complicating the execution of agreements [9][12] - South Korea's reluctance to further open its agricultural market clashes with the US's insistence on full market access, highlighting the contentious nature of public statements and negotiations [9][10] - Both countries face internal political constraints that influence their negotiation positions, with South Korea's agricultural protection and digital regulation being highly politicized issues [10][12]