特朗普关税干扰美欧航空供应链，航空业集体呼吁“免关税”

Core Viewpoint - The ongoing trade negotiations between the U.S. and EU are critical for the aviation industry, with potential tariffs on U.S. aircraft looming if negotiations fail [1][4]. Group 1: Trade Negotiations and Tariffs - Airbus CEO Faury indicated that if U.S.-EU trade talks do not yield positive results, the EU may impose tariffs on U.S. aircraft to encourage higher-level negotiations [1]. - The EU is considering additional tariffs on approximately €100 billion (about $113 billion) worth of U.S. goods, which may include civil aircraft [1][4]. - The EU's proposed countermeasures will be shared with member states and will undergo a month-long consultation period before finalizing the list of products [1]. Group 2: Impact on the Aviation Industry - The U.S. aerospace industry executives are lobbying for the removal of tariffs, emphasizing the negative impact on the supply chain and export capabilities [2][6]. - Faury stated that the potential retaliatory tariffs from the EU would have a greater negative impact on the U.S. aviation industry than the tariffs imposed by the Trump administration on Airbus [6]. - The U.S. aerospace and defense products had a global export value of nearly $136 billion in 2023, significantly exceeding the import value of just under $22 billion [6]. Group 3: Airline Responses to Tariffs - Airlines are expressing reluctance to absorb the additional costs associated with tariffs on aircraft, with Delta Airlines and American Airlines indicating they will not pay tariffs on delivered aircraft [7][8]. - Some airlines are adopting strategies to avoid tariffs, such as rerouting aircraft deliveries to delay tariff applicability [7]. - Major U.S. airlines have withdrawn their annual performance forecasts due to macroeconomic uncertainties exacerbated by tariffs, indicating a cautious outlook on growth [8].