消费者信心崩盘、行业联合施压，特朗普上任百日就汽车关税让步

Group 1 - The automotive industry faces significant uncertainty due to recent policy changes and trade tensions initiated by the Trump administration [1][3] - On April 30, Trump signed two documents easing the burden of tariffs on automotive manufacturers, including a 3.75% rebate for vehicles produced in the U.S. [1][4] - The automotive sector expressed concerns about the unpredictability of tariffs and the potential impact on supply chains, with industry leaders warning of a possible crisis [3][5] Group 2 - The new tariff policies have already led to production halts and layoffs among manufacturers like General Motors and Volvo, which have adjusted their profit forecasts downward [5][6] - The uncertainty surrounding the implementation of tax rebates may create cash flow pressures for companies, potentially leading to increased vehicle prices for consumers [6][7] - Consumer confidence has significantly declined, with the Consumer Confidence Index dropping to its lowest level since May 2020, driven by pessimism about future economic conditions [8][9] Group 3 - The economic environment in the U.S. has worsened, with businesses planning to pass on tariff-related costs to consumers while facing weakening profit margins [7][8] - Concerns about inflation and job opportunities have intensified among consumers, with expectations for spending growth slowing down significantly in the coming years [9]