墨西哥10年期国债 (Mexico10Y) 加自选

墨西哥比索兑美元汇率触及18.47，为2024年8月以来的最高点。在过去的4周里，美元墨西哥比索下跌了0.63%，在过去的12个月里，它下跌了5.44%。

The Mexican Peso touched 18.47 against the USD, the highest since August 2024. Over the past 4 weeks, US Dollar Mexican Peso lost 0.63%, and in the last 12 months, it decreased 5.44%.

IPC指数升至61384.00点的历史最高点。在过去的4周里，墨西哥IPC上涨了4.59%，在过去的12个月里，上涨了18.01%。

IPC increased to an all-time high of 61384.00 Index Points. Over the past 4 weeks, IPC Mexico gained 4.59%, and in the last 12 months, it increased 18.01%.

2025年7月，墨西哥工业产出比上年下降2.7%，连续第四年下降，创下去年工业产出第十一次年度收缩的记录。采矿活动（-5.8%）、制造业（-1.9%）、电力和其他公用事业的发电和配电（-3.7%）以及建筑业（-3.5%）的工业产出大幅萎缩。与上月相比，经季节性调整后，工业产出下降了1.2%，为四个月来最大跌幅。

The industrial output in Mexico fell by 2.7% from the previous year in July of 2025, the fourth consecutive annual drop to record the eleventh annual contraction in industrial output in the last year. The industrial output contracted sharply for mining activity (-5.8%), manufacturing industries (-1.9%), the generation and distribution of power and other utilities (-3.7%), and construction (-3.5%). From the previous month, industrial output fell by 1.2% on a seasonally adjusted basis, the sharpest drop in four months.

墨西哥计划对中国和几个亚洲出口商生产的汽车和其他产品征收高达50%的关税，以支持国内产业，并在总统克劳迪娅·谢恩鲍姆准备就北美自由贸易协定进行谈判之际，更紧密地与美国保护主义保持一致。该法案与2026年联邦预算一起提交，针对价值约520亿美元的1400多种商品，包括汽车、汽车零部件、钢铁、纺织品、玩具、电器和鞋类。经济部长Marcelo Ebrard表示，更高的关税将适用于来自没有贸易协定的国家的进口产品，特别是中国、韩国和印度，强调这些关税旨在保护墨西哥工业。他指出：“这些产品已经征收了关税……我们要做的就是将其提高到世界贸易组织允许的上限。”。中国现在是墨西哥的主要汽车供应商，约占新车销量的五分之一。

Mexico plans to impose tariffs of up to 50% on cars and other products made by China and several Asian exporters, in a move to bolster domestic industry and align more closely with U.S. protectionism as President Claudia Sheinbaum prepares for talks on North America’s free-trade deal. The bill, submitted with the 2026 federal budget, targets more than 1,400 categories of goods worth some USD 52 billion, including vehicles, auto parts, steel, textiles, toys, appliances, and footwear. Economy Minister Marcelo Ebrard stated that the higher tariffs would apply to imports from countries without trade agreements, notably China, South Korea, and India, emphasizing that they are intended to protect the Mexican industry. "These products already had a tariff...what we're going to do is increase it to the cap that we're permitted by the World Trade Organization," he noted. China, now a major supplier of cars to Mexico, accounts for about a fifth of new vehicle sales.