Group 1 - The new tariff policy by the U.S. government is seen as "devastating" by Ford's CEO, potentially creating a significant crisis in the American automotive industry [1] - The North American automotive supply chain is deeply integrated, with parts often crossing borders multiple times, making tariffs disruptive and increasing vehicle prices [2][4] - The American Automotive Research Center reports that the percentage of consumers unable to afford new cars has risen from 20% to 40% over the past decade due to rising vehicle prices [3] Group 2 - The U.S. automotive production has been declining, with only 1.7 million vehicles produced last year compared to over 4 million in 2014, influenced by rising costs and international competition [4] - The imposition of tariffs on steel and aluminum is expected to increase the cost of American-made vehicles by approximately $1,500, further exacerbating price increases [4] - The uncertainty surrounding tariff policies is causing automotive companies to delay investment and production decisions, potentially leading to a disconnect between the U.S. market and global markets [6] Group 3 - Canadian automotive parts manufacturers warn that the tariff conflict could push the North American automotive industry to the brink of collapse, affecting timely parts delivery and production [5] - Companies are developing contingency plans in response to tariff uncertainties, with some considering relocating factories if tariffs persist [5][6] - The ongoing trade protectionism in the U.S. may lead to long-term consequences, as manufacturers might abandon the U.S. market if faced with high tariffs and low sales [6]
福特汽车的账本:“关税保护”的代价icon_voice_onicon_voice