Recently, a trade topic has attracted attention. U.S. policymakers have openly stated that their attitude towards USMCA (United States-Mexico-Canada Agreement) has shifted—this was the agreement used to replace NAFTA.

That said, the stance is very clear: they hope Canada and Mexico will prosper, but the United States does not need to rely on their products. "We don't need Canadian cars, nor do we need Mexican cars"—this statement reflects a deeper policy orientation.

The logic isn't complicated. Manufacturing must return to the U.S. mainland. The automotive industry is especially critical—whether from Canada, Mexico, or Japan and Germany, automakers face the same pressure: investing in factories and expanding capacity in the U.S.

This is the true face of the "domestic priority" strategy. It's not just a political slogan but a concrete industry restructuring plan.

In the past decades of globalization, who has paid the price for manufacturing outsourcing? And which companies have gained the most benefits under the framework of "free trade"? Bringing factories and jobs back home now means more opportunities for ordinary workers, but for multinational corporations accustomed to global low-cost supply chains, this is undoubtedly a challenge.

From trade frictions to industrial restructuring, this game has just entered a critical stage. Commodity prices, exchange rate fluctuations, investment flows—these factors could be reshuffled due to adjustments in industrial policies.