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专题：委内瑞拉遭美军空袭 在非法强行控制了委内瑞拉总统马杜罗后，美国政府并没有因为国际社会的强烈谴责而停下在西半球巩 固其霸权的脚步，反而继续对哥伦比亚、古巴等多个自己看不顺眼的政权发出威胁。 对此，美国独立记者本·诺顿在研究了去年底美国政府发布的新版《国家安全战略》文件后发现，这一 连串妄图染指拉美各国的言行背后，暗藏着一个更大的阴谋。 在一则发布在美国社交平台X，目前已经获得了近万次点赞的帖文中，诺顿表示美国去年对全世界发动 关税战未能让制造业回流美国，而这一结果也让美国政府意识到，与其再去追逐这个不切实际的目标， 不如推行"近岸制造"的策略，即让制造业从远离美国势力范围的国家，转移到美国的霸权所能覆盖的拉 美地区。 诺顿认为，美国所打的算盘是，通过在拉美培育听美国话的供应链，一方面让美国的军工产业等关键领 域摆脱对其不可操控的国际供应链的依赖，另一方面让美国的经济进一步与世界"脱钩"。 而在诺顿帖文的评论区，有网民怀疑美国或许还想通过这样的策略"离间"和"分化"全球南方国家。 公开资料显示，美国在去年12月发布的2025版《国家安全战略》中，确实包含了诺顿提到的在拉美地区 推动"近岸制造"策略的内容。 ...

Core Viewpoint - Hisense's HHA Smart Manufacturing Industrial Park in Thailand marks a significant overseas expansion, aimed at enhancing its presence in ASEAN and globally [1][3][4] Group 1: Project Overview - The HHA Industrial Park is Hisense's largest overseas production base, with a planned annual capacity of 12 million units and an annual output value of 100 billion Thai Baht by 2030 [1] - The first phase of the project involves an investment of 4.7 billion Thai Baht, establishing a factory for refrigerators, freezers, and washing machines, with an expected annual capacity of 2.6 million units and an output value of 8 billion Thai Baht [1] - The park aims to meet "global lighthouse factory" standards, incorporating advanced technologies such as AI quality inspection and digital twin technology to enhance production efficiency [1] Group 2: Strategic Location and Benefits - The industrial park is strategically located in the Eastern Economic Corridor (EEC) of Thailand, near deep-water ports and international airports, allowing for shared resources with established companies like Panasonic and Hitachi [2] - The Thailand Board of Investment has classified the project as a key foreign investment initiative, which is expected to reduce local operational costs by approximately 12% through shared facilities [2] Group 3: Business Performance and Market Context - Hisense's overseas revenue reached 20.451 billion yuan in the first half of 2025, a year-on-year increase of 12.34%, significantly outpacing the domestic business which saw a decline of 0.31% [3] - The ASEAN region, targeted by the HHA Industrial Park, experienced a 46% increase in sales of open-door refrigerators and a 55% increase in washing machine revenue in the same period [3] - The global home appliance trade is undergoing significant changes, with export volumes for refrigerators, washing machines, and air conditioners increasing by 6.5%, 10%, and 15.2% respectively in early 2025, amidst rising trade protectionism [3] Group 4: Long-term Vision and Industry Impact - The establishment of the HHA Industrial Park signifies Hisense's shift from "product output" to "ecosystem output," aiming to create a global supply chain model for Chinese home appliance companies [6] - Hisense's overseas strategy emphasizes deep localization through integrated R&D, production, and sales, with significant investments in R&D leading to over 20 technological breakthroughs [5]

Core Viewpoint - Mexico's recent tariff increase on 544 items, ranging from 5% to 50%, targets countries without free trade agreements, primarily affecting China, as part of a broader strategy to reshape supply chains and respond to unfair competition [1][6]. Group 1: Policy Changes and Economic Strategy - In September 2025, Mexico expressed intentions to further raise tariffs on vehicles, interpreted as a strategic adjustment in response to geopolitical shifts and regional "de-risking" trends [2]. - Mexico's geographical advantages and integration within the USMCA framework facilitate the transfer of US manufacturing capacity, with trade between the US and Mexico reaching approximately $840 billion in 2024, where over 80% of Mexican exports go to the US [3][4]. Group 2: Tariff Implications and Trade Dynamics - The increase in universal tariffs effectively curbs low-priced imports from China and other Asian economies while avoiding direct violations of WTO principles through selective exemptions for certain trade mechanisms [6][10]. - The US's aggressive trade policies, including raising tariffs on Chinese electric vehicles from 25% to 100%, push the North American automotive supply chain to favor production within the USMCA region, with Mexico as a prime location [4][10]. Group 3: Security and Business Environment - Despite the potential for growth, Mexico's high crime rates, with homicide figures between 29,700 and 31,100 in 2023, pose significant challenges to its manufacturing appeal, increasing operational costs for businesses [7]. - The US has intensified cooperation with Mexico to combat drug trafficking, which may help mitigate some security concerns and enhance the attractiveness of nearshore manufacturing [8][9]. Group 4: China's Strategic Response - China is advised to adopt a differentiated approach rather than a full-scale confrontation with Mexico, focusing on localized compliance production and high-end components to navigate tariff impacts [12]. - Chinese firms should leverage their strengths in performance and cost-effectiveness in sectors like energy storage and commercial vehicles to maintain overseas orders while avoiding direct competition with protected categories [12]. Group 5: Mexico's Limitations and Future Outlook - Mexico's ability to fully replicate China's manufacturing capabilities is limited, particularly in terms of supply chain integration and logistics efficiency, making a dual production strategy in both countries more viable for multinational companies [16][17]. - The potential for Mexico to absorb US industries is contingent on its ability to maintain tariff policies and security collaborations while providing stable exemptions for compliant manufacturing, indicating a limited but possible development window [19][20].