综述丨美政府不堪压力松绑汽车关税政策

Group 1 - The U.S. government is easing its automobile tariff policy in response to strong opposition from various sectors, indicating increasing pressure on the administration [1][2] - President Trump signed an announcement allowing compensation for automobile manufacturers that assemble cars in the U.S. using imported parts, with compensation amounts reaching up to 3.75% of the vehicle's retail price from April 3, 2025, to April 30, 2026, and decreasing to 2.5% for the following year [1] - The White House aims to encourage domestic assembly of vehicles and reduce reliance on imported cars and parts, with data showing that in 2024, half of the 16 million cars purchased in the U.S. will be imported [1] Group 2 - The decision to ease tariffs followed complaints from CEOs of major automobile manufacturers regarding the negative impact of high tariffs on production and employment in the U.S. auto industry [2] - Six major automotive industry organizations jointly urged the federal government to refrain from imposing tariffs on imported auto parts, warning that such actions could disrupt the global supply chain and lead to increased vehicle prices and decreased sales [2] - The U.S. government has already implemented a 25% tariff on imported cars as of April 3, and tariffs on key auto parts are expected to take effect by May 3 [2]