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美国与东南亚四国的贸易协定浮出水面,有何玄机
Di Yi Cai Jing· 2025-10-28 11:27
Core Points - The United States has imposed tariffs of 19% to 20% on exports from four Southeast Asian countries: Cambodia, Thailand, Malaysia, and Vietnam [1][2] - The agreements reached include commitments to eliminate trade barriers and provide preferential market access for various U.S. goods [1][5] - The agreements are perceived as unequal, with concerns of "bullying" by the U.S. and limited reciprocal benefits for the Southeast Asian countries [5][6] Summary by Sections Tariff Details - The U.S. will maintain a 19% tariff rate on exports from Cambodia, Thailand, and Malaysia, with some products seeing a reduction to zero tariffs [1] - Vietnam will face a 20% tariff on its exports to the U.S. under a similar framework agreement [1] Market Access and Commitments - Southeast Asian countries have committed to providing preferential market access for U.S. goods, with specific commitments from each country [2][4] - Malaysia will impose tariffs on U.S. products as per the agreement, while Vietnam will offer preferential access for nearly all U.S. industrial and agricultural products [3][4] Economic Impact and Investment - Malaysia is expected to purchase nearly $150 billion worth of U.S. goods, including semiconductors and aerospace equipment, and invest approximately $70 billion in the U.S. over the next decade [6] - Thailand has committed to purchasing $2.6 billion in U.S. agricultural products and $5.4 billion in energy products annually [6] Perceptions of the Agreements - Experts suggest that the agreements are not mutually beneficial, with significant limitations on the tariff exemptions for the Southeast Asian countries [2][5] - Cambodia's Vice Prime Minister expressed satisfaction with the agreement but seeks further tariff exemptions for key export products [7] Strategic Implications - The agreements are expected to enhance economic ties and strategic cooperation between the U.S. and Southeast Asia, impacting regional supply chains and global trade dynamics [6][7]