Additional 10% levy! Trump's tariff series: "America First" will set off another trade war storm in 2025

1. Timeline of tariff big moves: 30 days of sturm and drang

1. February 1：

   • In the first round, a 10% tariff was imposed on China, and Canada and Mexico were simultaneously fired (25% tariff + 10% energy).
   • Give Canada and Mexico a 30-day "probation period", threatening not to cooperate.

2. February 9：

   • The global 25% tariff on steel and aluminum materials hit indiscriminately, with Canada and Brazil becoming the hardest hit areas.

3. February 26：

   • Bombarding the EU for "taking advantage of the United States" and imposing a 25% tariff on automobiles and other goods.

4. February 27：

   • The tariff between Canada and Mexico officially came into effect, and another 10% was stacked against China (a total of 20%!), saying that "reciprocal retaliation" will be launched in April to target China, India and Europe.

2. Behind the policy: Trump's "personality" and abacus

• Businessman president's routine：
  "I can make money as a living sculpture. Isn't tariff negotiation a piece of cake?" (Refer to Trump's street statue working quotations)

  • Take tariffs as business chips, and keep your mouth shut about "America first".

• Transfer contradiction：
  Blaming China's fentanyl problem ("100,000 Americans victimized") actually covers up domestic governance.

3. Industry bitterness: cross-border people collectively break defenses

• Shipping Cool: The shipping rate between the United States and the West fell to $2,300/40HQ, and the freight forwarder wailed: "Trump is crazier to play tariffs than to play a sketch!".
• Factory lying flat: Yiwu bosses are crazy about hoarding goods, and Shenzhen Christmas lights are changed to charter flights to air freight (the freight is more expensive than the goods).
• Southeast Asia laughs and wakes up: Vietnamese shoe factory orders doubled, and Thailand's electronic parts production capacity exploded.

4. Life-saving guide: If you can't beat it, take a detour

✅ Short-term stay：

• Bypass the Chinese-funded shipping company and change the order of Mediterranean and Da spacecraft (to prevent port detention).
• High-value goods sign air freight insurance agreement (shipping may become "sea burial").

🚨 Long-term transformation：

• Factory construction in Southeast Asia + nearshore production in Mexico (away from tariff bull's-eye).
• Keep an eye on the detailed rules of "reciprocal tariffs" in April (high risk for Chinese, Indian and European enterprises).

God Tucao: An international student wrote to Trump: "Mr. President, your tariff operation is more difficult to understand than my English test!"

Key data quick overview

Summary in one sentence: In the Trump 2.0 era, tariffs became his "street performance props"-global companies were forced to play performance art with him