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外汇交易员· 2025-07-23 00:47
Trade Policy & Impact - Potential reduction of US tariffs on imported automobiles from 25% to 15% is viewed as a positive development for the Japanese automotive industry [1] - Previous estimations suggest that a 25% tariff could result in a 13 trillion JPY (approximately 86.67 billion USD based on current exchange rates) economic loss due to reduced automobile production [1] - The potential economic loss of 13 trillion JPY is equivalent to approximately 160% of the total spending by foreign tourists visiting Japan in the previous year [1] Geopolitical Factors - The US government, under President Trump, had previously announced a plan to impose a 25% tariff on imported vehicles, including passenger cars, light trucks, and key automotive parts [1] - This announcement followed earlier reports indicating that Japan might not receive an exemption from these automotive tariffs [1]