Stellantis(US:STLA) 智通财经网·2025-06-19 12:53Group 1 - The European automotive industry is significantly impacted, with major companies like Mercedes-Benz retracting profit forecasts, Stellantis NV suspending financial guidance, and Volvo Cars canceling profit targets for the next two years [2] - High-end brands can absorb the 10% tariff costs, but the profit margins for mass-market models will be severely squeezed [2] - The EU is concerned as the US expands negotiation topics beyond traditional tariffs to include digital services tax and corporate sustainability reporting, while also pushing for liquefied natural gas exports and food standard recognition [2] Group 2 - There are internal divisions within the EU regarding the acceptance of the 10% baseline tariff, with some officials believing it won't significantly weaken competitive positions under equal treatment with major trading partners [2] - French industry warns that the 10% tariff would add to existing burdens from rising energy prices, inflation pressures, and regulatory costs [2] - The EU Commission has privately indicated to industries like pharmaceuticals that accepting the 10% baseline could be a bargaining chip to eliminate targeted tariffs from the US [2] Group 3 - The current negotiation deadlock reflects a deeper strategic contest, with the Trump administration attempting to use tariff revenues to offset tax cuts, while the EU faces diminishing negotiation leverage due to national security tariff threats in steel, aluminum, and automotive sectors [3] - The potential inclusion of drug tariffs in the negotiations may complicate the ongoing discussions surrounding the 10% baseline [3]