Recently, the Ministry of Commerce officially announced that under Article 18 of the Anti-Dumping Regulations, China decided to initiate an anti-dumping investigation into imports of Beige fruit originating in Mexico and the United States. Note that this investigation has two special features. First, it was initiated by the Ministry of Commerce, rather than a corporate application. Second, its real goal, obviously, was to Mexico. Why is this said? Because just recently, Mexico just announced that it would impose a 50% tariff on Chinese goods.

At the same time, the Ministry of Commerce also issued another announcement: to launch an investigation into trade and investment barriers in Mexico's restrictive measures involving China. In other words, this time China launched "double arrows" and launched two trade countermeasures at the same time.

Mexico's largest trading partner is the United States, and its second largest trading partner is China. Theoretically, Mexico and China should have a cooperative relationship, but recently Mexico has obviously chosen to sacrifice cooperation with China in order to maintain its relationship with the United States.

There is a larger background behind it. The United States is promoting so-called "offshore outsourcing" programs. What does that mean? It is to transfer the industrial chain and supply chain from China to countries around the United States. Mexico happens to be the best choice in the eyes of the United States.

The U.S. wants to take advantage of Mexico¡¯s many advantages: cheap labor, close to the U.S. geographical location, and a trade agreement with the U.S. This will allow the U.S. to establish a new supply chain between the U.S. and Mexico.

If this model succeeds in Mexico, the United States may replicate to other Latin American countries. By then, a new version of the ¡°Monroe system¡± could form. The United States controls the entire supply chain in the Western Hemisphere, while China would be excluded.

So the question is, why did Mexico take action against China?

The reason lies in selective tariffs. Mexico's tariff increase on China is targeted. While enjoying some Chinese investment in Mexico, it set up obstacles to Chinese exports. In other words, Mexico wants two benefits: both market access from the United States and investment opportunities from China.

But this approach is absolutely unacceptable to China. Because if China does not counter, other Latin American countries will follow suit. Even Southeast Asian countries may follow suit. After all, ASEAN is also one of China's largest trading partners. If this trend spreads, the consequences will be very serious. Therefore, China must sharpen its sword.

This anti-dumping investigation, the target appears to be a small mass commodity. The real signal is clear: China does not allow others to please the United States, while exploiting the Chinese market and investment.

From a strategic point of view, China's action is actually a warning to other countries. It tells all countries: If you follow the trend of the United States and take discriminatory measures against China, China will respond. Won't suck it up like it used to.

We look at it from a global perspective. The U.S. ¡°near-shore outsourcing¡± plan is actually part of globalization. It wants to ¡°shrink¡± the industrial chain to a controllable range and use geopolitics to reshape the economic landscape.

First, the United States does not have enough industrial capacity to completely replace China. Mexico can take over some, but it cannot take over all. Second, the U.S. market cannot withstand higher costs in the long run. The departure of cheap goods from China will eventually cost ordinary American consumers a higher price.

If Mexico loses the Chinese market, it will also suffer huge losses. after all, China is its second largest trading partner.

Therefore, judging from the general trend, China's countermeasures this time are not only trade disputes, but also strategic choices. It sends a clear signal: If anyone wants to benefit from China dividends while helping the United States contain China, then China will be rude.