英國《金融時報》 2 月 21 日報道:“中國通過墨西哥運送更多貨物來規避美國關稅”。數據顯示一些原本直接運往美國的中國商品仍在通過墨西哥運往該國,而無需面臨同樣的關稅。而且墨西哥並不是中國出口商品的唯一受益者,中國與越南、新加坡和菲律賓等國也存在貿易順差,而這些國家對美國的順差也在不斷擴大,這表明中國制造商“繼續受益于美國消費者對其商品的需求”。
China circumvents US tariffs by shipping more goods via Mexico
China is shipping more goods to the US via Mexico, circumventing steep tariffs imposed by the Trump administration and retained by Joe Biden’s White House, according to a Financial Times analysis of trade data.
Figures from Container Trades Statistics, analysed by Xeneta, show the number of 20ft containers shipped from China to Mexico hit 881,000 in the first three quarters of 2023, the most recent period for which data is available, up from 689,000 in the same period of 2022.
The rise came as Mexico overtook China as the biggest exporter of goods to the US last year, and as truck shipments across the border into the US have continued to increase quickly.
Mexico is not the only beneficiary of China’s move to export goods that could end up later in the US to a third country first.
Beijing is also running trade surpluses with countries like Vietnam, Singapore and the Philippines, which in turn are running widening surpluses with the US — suggesting that China’s manufacturers are continuing to benefit from US consumers’ demand for their goods, Brooks said.
好消息:美國找到了條替代中國的産業鏈
壞消息:這條也是中國的