Group 1 - The global automotive industry is experiencing an accelerated trend of price increases due to the rapid depletion of "non-tariff inventories" in the U.S. market [1] - Toyota plans to raise the average price of its brand vehicles in the U.S. by $270 next month, while Mitsubishi will increase prices by an average of 2.1% [1] - Subaru has also announced price hikes starting from products shipped in June [1] Group 2 - Japanese automakers are temporarily absorbing the costs from high tariffs imposed by the U.S., while Korean automakers are facing significant pricing pressure [3] - Experts indicate that for global automakers, not raising prices equates to profit erosion, making the timing of price increases a critical issue [3] - Hyundai Motor Group remains cautious about adjusting prices, having extended its price freeze period previously set to end on July 7 [3] Group 3 - Hyundai and Kia rely heavily on imports for their U.S. sales, with 65% of their vehicles imported, significantly higher than competitors like Honda (35%) and Toyota (51%) [4] - The ability of Hyundai and Kia to maintain price freezes is attributed to their prior inventory levels, which are now rapidly depleting [4] - As of April, Hyundai's inventory could support sales for about three months, while Kia's could last for about two months, indicating a looming need for imports as inventories are nearly exhausted [4]
美国汽车关税下,韩日车企在美库存即将见底