美国称8月起对日韩征收25%关税

Core Points - The U.S. will impose a 25% tariff on all products from Japan and South Korea starting August 1, 2025, as part of efforts to address trade imbalances [1] - Companies that choose to manufacture or produce goods within the U.S. will be exempt from this tariff [1] - The U.S. government has indicated that any attempts to circumvent these tariffs through third-party countries will incur higher tariffs [1] Group 1: Impact on Currency and Stock Market - Following the announcement of new tariffs, the Japanese yen depreciated significantly, with the dollar rising above 146 yen, marking an increase of over 1% [2] - U.S. stock indices saw a decline, with the Dow and Nasdaq dropping over 0.9% and the S&P falling nearly 0.8% [2] - Japanese automotive companies listed in the U.S., such as Nissan and Toyota, experienced significant stock declines, with losses exceeding 4% [2] Group 2: Negotiation Stalemate - Japan and South Korea were unable to negotiate lower tariffs, leading to a stalemate in trade discussions [2] - The U.S. had previously announced a 10% baseline tariff on all countries, with higher "reciprocal tariffs" for those with significant trade deficits, which were set at 24% for Japan and 25% for South Korea [2] - Despite multiple rounds of negotiations, the U.S. and Japan have not reached an agreement, with President Trump expressing dissatisfaction over Japan's purchases of U.S. goods [2] Group 3: Responses from Japan and South Korea - Japanese Prime Minister expressed regret over the increased tariffs and emphasized the need for continued negotiations to protect national interests [3] - South Korea's Ministry of Trade stated that while negotiations have been ongoing, consensus on all issues has not been achieved, and they will expedite talks before the new tariffs take effect [3] - The South Korean government is actively seeking a mutually beneficial agreement before the tariffs are implemented [3] Group 4: Broader Tariff Implications - The U.S. will also impose varying tariffs on products from 12 other countries, with rates ranging from 25% to 40% depending on the country [4] - The European Union is pushing for quota management and exemptions for tariffs on automobiles and steel products, but no substantial breakthroughs have been made [4] - Concerns have been raised that arrangements allowing U.S. companies to export cars without tariffs could lead to a shift in industrial investment from Europe to the U.S. [4]