This article, using the “US-Mexico-China” triangular relationship as an analytical framework, explores in depth how the United States, as an external key factor, influences the modes of cooperation and developmental trajectories of electronic trade involving China and Mexico. According to some researches, the US has not only endowed Mexico with the location value of nearshoring through its huge market demand, but also formed a dual influence through trade policies and rules such as the US-Mexico-Ca nada Agreement (USMCA, 2020). In this context, China-Mexico electronic trade is undergoing a fundamental restructuring, with its focus of cooperation rapidly shifting from traditional cross-border B2C commodity circulation to regional cooperation on deep integration of supply chains. The risks that China’s enterprises are facing are beyond the regular market competition, which also involves the pressure of compliance and supply chain reshaping under the context of geopolitical transmission. Therefore, this article argues that the prospects for cooperation hinge on the ability of both sides to transcend mere trade complementarity. By integrating manufacturing onshore, co-developing service chains synergistically, and systematically upgrading compliance and agility, they can foster a more resilient and innovative regional industrial ecosystem. This article provides an analysis and strategic recommendations based on a geoeconomic perspective for Chinese enterprises to optimize their Latin American market strategies and respond to the reorganization of global supply chain.
Download the full text PDF for viewing and using it according to the license of this paper.
Funding
This research was funded by the Humanities and Social Sciences Research Project of the Ministry of Education (21YJC790146) - “Measurement and Influence Mechanisms of Cross-border E-commerce Logistics Resilience under Public Health Emergencies” .
References
International Monetary Fund. (2024). World economic outlook: Steady but slow—Resilience amid divergence. https://www.imf.org/en/Publications/WEO/Issues/2024/04/16/world-economic-outlook-april-2024
Office of the United States Trade Representative. (2020). United States-Mexico-Canada Agreement. https://ustr.gov/trade-agreements/free-trade-agreements/united-states-mexico-canada-agreement
Asociación Mexicana de Venta Online (AMVO). (2023). Estudio de Ecommerce en México 2023. https://blog.amvo.org.mx/publicaciones/estudios/estudio-sobre-venta-online-en-mexico-2023
China Export & Credit Insurance Corporation. (2023). Mexico country risk analysis report.Country Risk Report. https://www.sinosure.com.cn/xwzx/xbdt/215964.shtml
Bloomberg Tax. (2024, September 9). Mexico targets smaller budget deficit, more tax income in 2026. Bloomberg L.P. https://www.bloomberg.com/tax/articles/2024-09-08/mexico-targets-smaller-budget-deficit-more-tax-income-in-2026
Yin Tairong. (2021). Analysis of e-commerce development in Mexico. Business Observation (4), 58-60. https://www.cnki.net/
Zeng Anle. (2009). Research on trade relations of electronic information products between China and Mexico. Master’s thesis. Huazhong University of Science and Technology. https://kns.cnki.net/kcms/detail/detail.aspx?
UN Comtrade. (2024). International Trade Statistics. https://comtradeplus.un.org/TradeFlow?Frequency=A&Flows=all&CommodityCodes=TOTAL&Partners=484&Reporters=156&period=2024&AggregateBy=none&BreakdownMode=plus
