高额关税壁垒下，多家车企拟调整战略，奥迪考虑在美建厂

Group 1 - Audi is actively considering building a new factory in the southern United States with an investment of up to $4.6 billion to respond to new high tariffs on imported cars [1] - The southern U.S. region has a well-established automotive industry infrastructure and policy environment, which could provide supply chain and manufacturing synergies for Audi [1] - Audi currently has no production base in the U.S., and the decision on the specific plan will be made after discussions with the Volkswagen Group later this year [1] Group 2 - The U.S. government has imposed a 25% tariff on imported cars, effective April 3, with a similar tariff on key automotive parts set to take effect on May 3 [2] - General Motors has lowered its 2025 profit forecast, estimating a potential profit reduction of $4 billion to $5 billion due to the new tariffs [2] - General Motors plans to invest approximately $4 billion in three U.S. factories over the next two years to expand production of its best-selling models [2] Group 3 - Imported vehicles account for 48% of all vehicles sold in the U.S., and domestically produced cars contain an average of 30% imported parts, amplifying the impact of tariffs on the automotive industry [3] - Ford relies on its Mexican factories for about 60% of its vehicles sold in the U.S., while General Motors produced nearly 900,000 vehicles in Mexico in 2024, most of which were exported to the U.S. [3] - Several European automakers, including Audi and Jaguar Land Rover, have suspended deliveries to the U.S. in response to high tariffs [3] Group 4 - Several automakers are adjusting their prices in the U.S. market, with Toyota planning an average price increase of $270 and Mitsubishi announcing a 2.1% price hike [4] - Mercedes-Benz has proposed a mutual tariff exemption mechanism between the U.S. and the EU, allowing for reciprocal tax-free exports [4]