由墨参众两院通过的这份「增税提案」，对1463个关税细目加征关税，税率5%到50%不等，大多数产品关税设定在35%以下，但汽车、纺织品、服装、鞋 类和钢铁等关键行业上限达到50%，法案于2026年1月1日正式生效。这提案名义上是面向多个亚洲国家，不过按照墨西哥外贸的实际现状，说其实就是针 对中国也不为过。 从特朗普1.0打到2.0的中美贸易战，就有这么一号获利巨大的「凡人」——墨西哥。 这不，就在这个12月，老墨向懂王递上了一份投名状。 来源：乌鸦校尉 俗话说神仙打架凡人遭殃。不过这事儿其实也未尽然，且不说真想当个小透明完全可能，甚至还有一些「凡人」还能把握时机成为「神仙打架」的获益 者。 但你凡人想要掺乎神仙的战争，甚至明摆着拉偏架，那你就是放着好日子不过，打算当遭殃的那个了。 墨西哥经济部长埃布拉德说得明白：如果想在墨西哥销售，就在这里生产。 潜台词再明显不过——中国企业别光卖货，得来建厂交保护费。 投名状这东西，向来都是拿血写的。这次老墨选择用中国供应链的血。 作为第一轮中美贸易战以来全球渔利最大的国家之一，两头吃、两头不得罪，非要在这个节骨眼上跳下来主动站队？ 乌鸦今天就来讲讲墨西哥这摊子事。 火速通 ...

Core Viewpoint - The Chinese automotive industry is undergoing a significant transformation with a strong focus on new energy vehicles (NEVs), as exemplified by MG's commitment to an "All in NEV" strategy, which aims to launch 13 new models over the next two years, covering various energy forms including pure electric, hybrid, and extended-range vehicles [1][4][5]. Group 1: MG's Strategic Moves - MG has launched two new models, the 2026 MG5 starting at 59,900 yuan and the 2026 Cyberster starting at 319,800 yuan, with plans for the MG4 to be released in September [1]. - The brand's strategy emphasizes that "All in NEV" does not equate to abandoning fuel vehicles, as the newly launched MG5 is a fuel vehicle, indicating a dual approach to meet current and future market demands [4][5]. - MG's sales have seen a significant increase, with May sales up over 60% year-on-year and a cumulative increase of 29% from January to May [6]. Group 2: Market Position and Challenges - Despite strong sales, MG faces challenges such as reliance on price incentives and a fragmented product line, with a price gap from 60,000 to 300,000 yuan that may confuse brand identity [6][7]. - The brand aims to fill this price gap with new models across various price ranges, enhancing its market presence and addressing current pain points [7]. - MG's focus on technology integration, including a partnership with OPPO for a new car-machine ecosystem, aims to attract younger consumers and enhance brand appeal [8][9]. Group 3: Industry Context - Major traditional automakers like Audi and Volvo are adjusting their electrification timelines, indicating a cautious approach to fully abandoning fuel vehicles [3][4]. - The industry is expected to see a 25% year-on-year increase in sales of plug-in hybrid and pure electric vehicles, reaching 22 million units by 2025, while many automakers will continue to offer both fuel and electric vehicles [4].

Core Insights - MG and OPPO have announced their latest achievements in the vehicle connectivity sector, launching the 2026 MG5 and Cyberster models with competitive pricing and various purchase benefits [1] - MG is accelerating its "All in New Energy" strategy, planning to release 13 new models over the next two years, covering pure electric, hybrid, and range-extended vehicles [3] - The collaboration between MG and OPPO aims to enhance the smart cockpit experience, integrating features such as voice control and seamless connectivity between mobile devices and vehicles [5] Group 1 - The 2026 MG5 is priced between 59,900 and 69,900 yuan, while the new MG Cyberster is priced between 319,800 and 359,800 yuan [1] - MG has focused on appealing to young consumers with its design and pricing strategy since the launch of the MG5 in 2020 [1] - The partnership with OPPO began in 2021 and has evolved to include a strategic cooperation agreement aimed at integrating software and ecosystems between vehicles and mobile devices [5] Group 2 - The upcoming MG4 model will feature vehicle-to-mobile connectivity and is set to debut in August, showcasing innovations like AI integration and navigation through mobile devices [5] - Future products from the MG and OPPO collaboration will expand from mobile phones to IoT ecosystem products, with plans to extend their market reach globally [7] - A joint marketing team will be established to enhance brand building and user engagement, exploring innovative cross-industry collaboration channels [7]

Core Viewpoint - MG is accelerating its transition to a fully electric vehicle strategy, marking the beginning of its second century with a focus on integrating its century-old driving heritage with new energy technologies [7][10]. Group 1: New Energy Strategy - MG is launching its "All in New Energy" strategy, which involves a deep integration of its driving heritage with new energy technologies to redefine driving pleasure in the electric age [7]. - The company plans to introduce 13 new models over the next two years, covering pure electric, plug-in hybrid, and range-extended vehicles across sedan, SUV, sports car, and shooting brake body styles [10]. Group 2: Technological Innovations - MG will leverage SAIC Group's technological foundation in five key areas: power batteries, intelligent cockpits, electric drive, intelligent chassis, and advanced driver assistance systems [10]. - The collaboration with OPPO aims to enhance the smart car ecosystem, introducing features such as voice control for vehicle preparation, seamless integration of mobile applications, and innovative interconnectivity [11][14]. Group 3: Product Launches - The all-new MG4 will be the first model to feature the OPPO-developed vehicle interconnectivity capabilities, enhancing user experience with various smart functions [15][22]. - The upcoming MG5 and Cyberster models are set to be refreshed, continuing the brand's commitment to performance and innovation in the electric vehicle market [16][36]. Group 4: Market Positioning - MG has established itself as a leader in the Chinese sports car market, with the MG5 being recognized for its youthful design and competitive pricing, achieving significant sales success [26]. - The MG Cyberster has successfully captured a 10% market share in the sports car segment, breaking the long-standing dominance of foreign brands in this category [33].