China–Mexico Daily Brief · Xin Puente News

China–Mexico Daily Brief | Sheinbaum confirms a meeting with Xi Jinping at APEC in Shenzhen

Thu, 05 Nov 2026 18:30:00 -0600

Today: the Sheinbaum–Xi meeting at APEC, the digital payments law takes effect, Banxico's surprise cut, record exports to the US, the Jetour T2 4x4 and Ternium's investment.

Sheinbaum confirms a bilateral meeting with Xi Jinping during APEC, with ministers from both governments
Mexico's Digital Economy Law is published and in force; the Finance Ministry has 15 business days to name digital-only payment sectors
Banxico surprises with a 25-basis-point cut to 6.25% on a 3–2 vote; the peso weakens
US data: Mexico's exports hit a record US$62.2 billion in September, 17.6% of US imports; China had 8.9%
Jetour launches the T2 4x4 plug-in hybrid in Mexico at a promotional 929,900 pesos, targeting 300 units a month
Ternium México: US$4 billion Pesquería expansion will culminate in a new steel plant due to start in February

China–Mexico Daily Brief | Mexico's customs agency to share shipment data with Asian countries

Wed, 04 Nov 2026 18:30:00 -0600

Today: customs data sharing and review focus, latest remarks on tariffs and the USMCA, the peso, Lynk & Co's first year, and the year-end sales calendar.

Mexico's customs agency prioritises sharing shipment data with Asian countries before goods arrive, to check declared value and origin
Ebrard: the new US congressional balance does not change tariff powers; the fourth USMCA review round still has no date
Peso firms: Banxico's 4 November FIX is 18.6285, against 18.7592 the day before
Geely's Lynk & Co marks one year in Mexico and says its 900 SUV arrives in November
Mexico's year-end sales season opens: Fin Irresistible starts 5 November, Buen Fin runs 13 to 17 November

China–Mexico Daily Brief | Nov 3: CATL to supply storage for a Campeche solar project

Tue, 03 Nov 2026 18:30:00 -0600

Today: CATL's storage project, the USMCA review and the US midterms, the peso, the US Chamber's letter on Mexico's tax reform, and a ranking of cross-border parcel taxes.

CATL to supply storage for the La Alegría solar project in Campeche; the company says it will be Mexico's largest
US midterm day: the fourth round of USMCA review talks is nearly two months late; origin rules and Chinese participation remain open
Peso weakens on US election day: Banxico's 3 November FIX is 18.7592 and the market closed at 18.8385
US Chamber of Commerce asks Mexico's Senate not to pass the 2027 Economic Package's income-tax changes as drafted
Some 75 to 80 countries no longer allow fully tax-free e-commerce parcels; one ranking puts Mexico sixth for strictness

China–Mexico Daily Brief | Nov 2: US automakers urge a permanent ban on Chinese vehicles

Mon, 02 Nov 2026 18:30:00 -0600

Today: US automakers push to ban Chinese vehicles for good, Mexico's emergency cement standard, US officials on coordination against China and USMCA origin checks, Chery's Stockman pickup, and UNCTAD on diversifying.

US automakers urge Congress to pass a permanent ban on Chinese vehicles
Economy Ministry publishes emergency standard NOM-EM-023-SE-2026 for cement; it also covers imports
USTR official: Mexico and Canada should work with the US to compete with China; coordinating external tariffs is on the table
CBP: USMCA rules-of-origin checks will tighten, with proof possibly requested before goods arrive
Chery's Stockman plug-in hybrid pickup is set for Mexico; no date or price yet
UNCTAD official: Latin America should diversify rather than choose between the US and China

China–Mexico Daily Brief | Oct 29: Mexico requires a prior permit for zero-tariff vehicle assembly parts

Thu, 29 Oct 2026 18:30:00 -0600

Today: Mexico's Economy Ministry puts assembly parts under tariff line 9803.00.01 under a prior import permit, Shein warns delayed T1 courier-permit renewals threaten its Mexico deliveries, the Energy Ministry extends storage-project registration to 1 March 2027, and the peso hits its weakest level in more than a year.

Economy Ministry: assembly parts under tariff line 9803.00.01 need a prior import permit from 30 October
Shein warns delayed T1 permit renewals threaten its Mexico deliveries; J&T's Mexican unit's permit expired in October
Energy Ministry extends registration for strategic energy-storage projects to 1 March 2027
Peso weakens: Banxico's FIX for 29 October is 18.8148 per dollar, with an intraday low not seen in over a year

China–Mexico Daily Brief | Oct 28: Chinese automaker in Mexico powers its plant with solar and batteries

Wed, 28 Oct 2026 18:30:00 -0600

Today: a Chinese automaker in Mexico solves its power supply with solar and batteries, Huawei Digital Power tops US$150 million in Latin American PV partner revenue, Sheinbaum still seeks a US deal before 3 November, Comce raises its export forecast, and El Buen Fin 2026 is expected to bring in 235 billion pesos.

Chinese automaker short of grid power at its Mexican industrial park installs 18.2 MWp of solar and 10 MWh of batteries
Sheinbaum: Mexico is still negotiating with the US, aiming for a deal before the 3 November election
Comce expects 2026 exports above US$800 billion; server exports top US$83 billion, up 90%
El Buen Fin 2026 runs 13–17 November: Concanaco expects 235 billion pesos, about 49 billion online

China–Mexico Daily Brief | Oct 27: Mexico's Senate exempts bonded-warehouse automakers from deduction limits

Tue, 27 Oct 2026 18:30:00 -0600

Today: Mexico's Senate exempts bonded-warehouse automakers and fuel retailers from ISR deduction limits, the trucking stoppage ends, September exports rise 37.9%, Ebrard sees no quick cut in US tariffs, and the peso weakens.

Mexico's Senate exempts bonded-warehouse automakers and fuel retailers from new ISR deduction limits; bill returns to lower house
Mexico's trucking stoppage ends: Interior Ministry and CANACAR agree to lift blockades and open working groups
Mexico's September exports rise 37.9%; electrical and electronic equipment up 94.7%, with a US$606 million trade deficit
Ebrard says US tariffs are unlikely to fall quickly after the 3 November US elections
Peso weakens: Banxico's FIX rate is 18.6525 per dollar on 27 October

China–Mexico Daily Brief | Oct 26: Mexico's trucking stoppage reaches 19 states

Mon, 26 Oct 2026 18:30:00 -0600

Today: the trucking stoppage brings protests in 19 states, carrier YUMovil teams up with China Mobile on a SIM that carries both a Mexican and a Chinese number, and GWM says a Mexican plant is still in its plans as it prepares at least 10 launches for 2027.

Trucking stoppage: Interior Ministry confirms protests in 19 states as the government meets sector representatives
YUMovil partners with China Mobile on a SIM that carries both a Mexican and a Chinese number for Chinese nationals in Mexico
GWM Mexico: a local plant is still in the plans, with at least 10 launches due in 2027

China–Mexico Daily Brief | Oct 25: most Mexican trucking groups agree to talks

Sun, 25 Oct 2026 18:30:00 -0600

Today: most trucking groups agree to talks ahead of the 26 October stoppage, MOFCOM responds to proposed US outbound investment rules, China supplies three in ten vehicles imported by Colombia, and the latest on US–Canada trade talks.

Mexico's Interior Ministry says most trucking groups agree to talks; CANACAR's leadership keeps its 26 October stoppage call
MOFCOM opposes proposed US rules widening limits on investment in China and reserves the right to respond
China's share of Colombia's vehicle imports rises to 30.1% as Mexico loses ground
Hassett says the US and Canada are “very close” to a deal; the US will lift 50% tariffs on some Canadian goods

China–Mexico Daily Brief | Mexico publishes its customs law reform

Sat, 24 Oct 2026 18:30:00 -0600

Today: the customs law reform published in the DOF and effective in 2027, a nationwide indefinite trucking stoppage from 26 October, and next week's fuel excise rates.

Mexico publishes its customs law reform: from 1 January 2027 under-declared goods can be seized
Mexican truckers announce an indefinite nationwide stoppage from 26 October; the Interior Ministry says dialogue remains open
Mexico raises the fuel excise on gasoline for a second week; diesel keeps a 100% incentive

China–Mexico Daily Brief | Oct 23: Mexico reviews anti-dumping duties on Chinese ceramic tiles

Fri, 23 Oct 2026 18:30:00 -0600

Today: a sunset review of duties on Chinese ceramic tiles, the US tariff deal and trade deficit, the closed Amphenol labour case, Hyundai on the Interoceanic Corridor, the peso's seventh losing week, and August economic activity.

Mexico opens a sunset review of anti-dumping duties on Chinese ceramic tiles; duties stay in force meanwhile
Trump says a tariff-cutting deal with Mexico is “very close”; US deficit with Mexico up 21.2% in January–August
US closes the Rapid Response Labor Mechanism case at Amphenol's Nogales plant and resumes liquidation of its entries
Sheinbaum: Hyundai has practically agreed to move cars via the Interoceanic Corridor
Peso posts a seventh straight weekly loss; the dollar is up 10.47% since 4 September
INEGI: economic activity grew 0.6% month on month and 3.5% year on year in August

China–Mexico Daily Brief | Oct 22: Mexico adds 20 industrial parks to Plan México

Thu, 22 Oct 2026 18:30:00 -0600

Today: 20 new Plan México industrial parks, round-the-clock customs at Manzanillo, the FCC's first block under its chip rules, early-October inflation, and DiDi's new safety system in Mexico.

Industrial-park association AMPIP presents a second batch of 20 Plan México parks at the president's briefing
Manzanillo customs runs 24 hours from 19 to 23 October to clear weather-delayed cargo
US FCC blocks two video devices over HiSilicon chips, its first action under new component rules
Mexico's inflation rises to 3.62% in early October as the summer electricity subsidy ends
DiDi unveils AI safety system in Mexico City that can share live trip data with police via a link

China–Mexico Daily Brief | Oct 21: peso posts weakest close in over a year

Wed, 21 Oct 2026 18:30:00 -0600

Today: the peso's close and USMCA talks, possible tighter rules of origin, the SAT's importer-registry crackdown, the GWM H7 launch, and Amazon's next-day US deliveries.

Mexican peso closes at 18.67 per dollar on 21 October, its weakest close in over a year
Mexican customs professionals: USMCA review may tighten rules of origin, affecting autos, steel and textiles
Mexico's tax agency says it has removed 180 firms from the importer registry since 2025 over fuel-smuggling networks
GWM H7 goes on sale in Mexico: HEV and PHEV powertrains, single Luxury trim
Amazon Mexico offers next-day delivery of US products via AIFA; cross-border is under 20% of its business

China–Mexico Daily Brief | Oct 20: US–Mexico trade deal “very close” but not final

Tue, 20 Oct 2026 18:30:00 -0600

Today: the latest on the US–Mexico deal, remarks at the AMDA forum on tariffs and Chinese auto investment, the Roku–TCL alliance, INEGI's September estimate, the Digital Economy Law, and air cargo at AIFA.

Sheinbaum: US deal “very close” but not final; Ebrard: USMCA stays in force 10 years with annual reviews
Economy Ministry will keep tariffs on Chinese cars; consultant warns Chinese plant investment could go elsewhere
Roku and TCL expand alliance, aiming for close to half of Mexico's TV sales in 2027
INEGI estimates economic activity grew 3.7% year on year in September
Mexico's Senate passes the Digital Economy Law on digital and electronic payments
Sheinbaum: cargo airlines do not want to return to AICM; government is working on bottlenecks such as customs processing at AIFA

China–Mexico Daily Brief | Oct 19: Ebrard expects a favorable US response before year-end

Mon, 19 Oct 2026 18:30:00 -0600

Today: tariff and USMCA talks, steel-mill verification, a new national-content method for energy, GWM's Mexico plans, air cargo at AICM and AIFA, and China's new export controls on machinery.

Ebrard: Mexico has given the US all technical elements and expects a favorable answer before year-end
Ebrard: Economy Ministry checked steel mills in Asia and withdrew more than 1,000 registrations; no transshipment in Mexican steel
Mexico's Economy Ministry presents national-content methods for energy; certification time to fall from 18 months to 90 days
GWM Mexico: plant project continues and brands will be unified; January–September sales fell 8.7%
Transport minister: cargo airlines could return to Mexico City's AICM off-peak, but none has asked to
China to control exports of tunnel boring machines and other equipment from 18 November, and revises its dual-use customs challenge procedure

China–Mexico Daily Brief | Oct 18: Zero tariff on assembly parts limited to 11 carmakers

Sun, 18 Oct 2026 18:30:00 -0600

Today: who can use the assembly-parts tariff exemption, US tariff talks on steel and autos, the customs law reform, Olinia's call for partners, and China's temporary registration for exporting solar technology.

Mexico's Economy Ministry clarifies: zero tariff on assembly parts applies only to 11 carmakers with plants in Mexico
US tariffs on steel and autos: WSJ reports a stall; Ebrard expects a cut within weeks or months
INEGI: manufacturing output rose 4.1% year on year in August; electronics and machinery up, apparel and furniture down
Mexico's Senate backs the customs law reform and sends it to the Executive: from 2027 the 50% threshold for seizing under-declared goods disappears
Mexico seeks private partners for Olinia, its home-designed electric minicar; combined foreign stake capped at 33%
China proposes adding 40 technologies, including solar, to its export-prohibited and restricted catalogue, with temporary registration starting now