汽车行业观察：比亚迪全球新能源领跑；福耀玻璃加速美国产能布局

Group 1 - The new 25% tariff on imported cars and key components announced by the U.S. President Trump will reshape the global automotive industry competitive landscape [1] - Japanese and South Korean automakers are the most affected, with U.S. imports from these countries contributing significantly to the market [2] - U.S. automakers are also impacted, as a high dependency on imported parts complicates the transition to localized production [2] Group 2 - The rising costs due to tariffs may lead to increased new car prices, potentially boosting the second-hand car market in the U.S. [3] - Chinese automakers are accelerating their globalization strategy, with limited direct impact from tariffs on vehicle exports but facing challenges in parts exports [4] - Leading Chinese parts manufacturers are adapting by expanding their presence in North America and leveraging technological partnerships [4] Group 3 - Chinese automakers are shifting from regional breakthroughs to a comprehensive rise in the global market, with BYD leading in global sales [5] - The integration of the new energy vehicle supply chain and differentiation in smart technology will be key competitive advantages for Chinese companies [5]