Core Viewpoint - The article discusses President Trump's announcement of imposing a 30% tariff on products imported from Mexico and the EU starting August 1, 2025, as part of a broader trade strategy aimed at addressing issues such as drug trafficking and trade barriers [1][3][4]. Group 1: Tariff Announcements - Trump announced a 30% tariff on imports from Mexico and the EU effective August 1, 2025 [1][3]. - Additional tariffs ranging from 25% to 40% were communicated to 14 countries, including Japan and South Korea, with potential tariffs of 15% to 20% for other trade partners [5]. - Canada will face a 35% tariff on its products starting August 1 [6]. Group 2: Reactions from Mexico - Mexican President Claudia Sheinbaum expressed opposition to the U.S. tariffs and emphasized the need for regional cooperation to enhance North America's competitiveness [7][8]. - Mexico is set to negotiate with the U.S. on security, immigration, and trade cooperation, with discussions scheduled for next week [9]. Group 3: Impact on Tomato Trade - The termination of the "Tomato Agreement" will lead to a 17% tariff on Mexican tomatoes, raising concerns about price increases for consumers in the U.S. [9][10]. - Approximately 72% of fresh tomatoes in the U.S. are imported, with 90% coming from Mexico, indicating a significant reliance on Mexican imports [10]. Group 4: EU's Response - EU officials are preparing countermeasures in response to U.S. tariffs, particularly in sectors like steel, automotive, and pharmaceuticals [11][12]. - The EU has previously threatened to impose tariffs on $21 billion worth of U.S. products in retaliation for U.S. tariffs [14].

Group 1 - The termination of the long-standing "Tomato Agreement" between the US and Mexico will lead to a 17% tariff on Mexican tomatoes exported to the US, resulting in increased prices for American consumers [1][3] - The original "Tomato Agreement," signed in 1996, allowed Mexican producers to sell tomatoes at a set reference price in the US, while the US suspended anti-dumping investigations [3] - In 2024, approximately 72% of fresh tomatoes consumed in the US will be imported, with around 90% of those imports coming from Mexico [3] Group 2 - NatureSweet, the largest tomato distributor in the US, has indicated that it will need to raise prices by nearly 10% due to the new tariffs, which could increase the overall cost of living for consumers [3] - Domestic tomato growers in the US welcome the end of the agreement, as their market share has declined from 80% to about 30% over the past 30 years [3] - Experts believe that US growers will not be able to compensate for the decrease in Mexican tomato supply, which is expected to drop by 5% due to the new tariffs [4] Group 3 - The US has increasingly relied on imports for fresh fruits and vegetables, with the proportion of imported fresh fruit rising from 30% in the early 1980s to nearly 60% currently [4] - The reduction in tomato imports may lead to additional impacts, including a decrease in agricultural-related job opportunities in the US [4] - Importing and selling fresh tomatoes from Mexico provides approximately 47,000 full-time and part-time jobs in the US [4]

公司代码：603336 公司简称：宏辉果蔬 转债代码：113565 转债简称：宏辉转债 第一节 重要提示 1、本年度报告摘要来自年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规划，投 资者应当到http://www.sse.com.cn/网站仔细阅读年度报告全文。 2、本公司董事会、监事会及董事、监事、高级管理人员保证年度报告内容的真实性、准确性、完整 性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 3、公司全体董事出席董事会会议。 4、信永中和会计师事务所（特殊普通合伙）为本公司出具了标准无保留意见的审计报告。 5、董事会决议通过的本报告期利润分配预案或公积金转增股本预案 本报告期，公司拟不进行利润分配，也不进行公积金转增股本。本预案经2025年4月23日召开的第五届 董事会第十八次会议审议通过，尚需提交公司2024年年度股东会审议。 第二节 公司基本情况 1、公司简介 ■ 2、报告期公司主要业务简介 农业是强国之基，是支撑国民经济建设与发展的基础行业。我国政府一直致力于推动农村现代化，国家 出台了多项惠农、助农政策推动农业和乡村产业高质量发展。中共中央、国务院发布了党 ...