关税大棒当头 日本汽车制造商坚持在美价格战

Core Viewpoint - Japanese automakers are significantly reducing export prices to the U.S. in response to high tariffs imposed by the Trump administration, sacrificing profits to maintain market competitiveness [1] Price Reduction Impact - The vehicle export price index for shipments to North America fell by 19.4% year-on-year in June, marking the largest decline since records began in 2016 [1] - This price reduction strategy aims to avoid substantial price increases in the U.S. market despite a 25% tariff on automobiles implemented in April [1] Profitability and Wage Growth - The aggressive pricing strategy puts greater pressure on corporate profitability, which may affect the ability of Japanese automakers to continue raising wages [1] - Wage growth is a critical factor for the Bank of Japan in achieving sustainable inflation targets [1]