In a escalating trade friction, Mexico has initiated 11 anti-dumping investigations targeting Chinese imports in 2025—nearly double the previous year's tally—prompting a firm rebuke from China's Ministry of Commerce (MOFCOM).
On October 3, 2025, MOFCOM expressed "solemn concern" over these probes, urging Mexico to adhere to World Trade Organization (WTO) rules and safeguard the legitimate interests of Chinese enterprises.
This spat highlights deepening North-South trade tensions, as Mexico leverages anti-dumping tools to shield domestic industries amid nearshoring booms.
Under the U.S.-Mexico-Canada Agreement (USMCA), Mexico faces U.S. scrutiny over transshipped Chinese products evading tariffs, prompting a defensive posture.
The investigations span diverse products, underscoring broad sectoral exposure. Recent cases include float glass and PVC tarpaulins (initiated September 2025), essential for construction and automotive applications. Earlier probes target micro-welding wire (carbon steel alloys for manufacturing), adult bicycles (tariff item under SE review since August), and hollow aluminum profiles (used in doors/windows, launched March). These join ongoing inquiries into steel pipes, textiles, and home appliances, reflecting Mexico's focus on metals, consumer goods, and building materials—sectors where China holds 30-60% market share in Mexico.
For Chinese exporters—particularly SMEs in steel, aluminum, and glass—preliminary duties (up to 40%) could slash revenues by 15-25%, disrupting $2-3 billion in annual bilateral trade. Supply chains in Mexico's auto and construction booms (FDI up 20% YoY) face delays and cost hikes, potentially inflating vehicle prices by 5-10%. Domestically, Mexican firms gain breathing room, but consumers bear higher costs amid inflation (4.5% in 2025).
Ultimately, Mexico's probes reflect a delicate balancing act: attracting FDI while fending off "unfair" competition.
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