The impact of Trump's tariff threat on businesses

美国总统当选人川普宣布，若当选将对墨西哥课征进口关税。这一计划将影响包括欧美、日本、韩国的汽车大厂、科技业者及电动车产业供应商等多家企业。特别是在墨西哥设有生产基地的公司，如Hon Hai、Samsung Electronics、特斯拉(TSLA)等，都可能因这一政策面临生产成本上升或供应链调整的风险。

Tesla's Mexico plant plans are blocked

Tesla (TSLA) had earlier planned to open a new factory in Mexico and encouraged China suppliers to establish facilities there. However, affected by a high interest rate environment and trade uncertainty, Tesla decided to expand its existing factory in Texas instead of expanding production lines in Mexico.

In addition, Tesla's parts suppliers, such as Eurogroup Luminations, an Italian supplier of rotors and stators based in Mexico, will also be affected by tariff policy changes. These parts are key components in electric motors and generators. If Mexican production lines are affected, supply may be delayed, which in turn affects Tesla's production plans.

Samsung and LG face trade policy risks

在其他企业方面，Samsung Electronics与LG Electronics在墨西哥的生产设施同样面临挑战。三星在墨西哥制造电视及家电产品，并将这些产品出口到美国；而LG则在墨西哥生产电视、家电以及电动车零组件。这些公司将重新检视贸易政策变化对其业务的潜在影响。尤其是美国若对墨西哥进口商品征收关税，将提高企业的生产成本，从而影响利润。