一封关税信为何让日本尤其痛

Core Points - The U.S. plans to impose a new 25% tariff on Japan starting August 1, which has caused significant disappointment in Japan, as it was expected to receive special treatment as an ally [1][2] - Japan has made various concessions in trade negotiations with the U.S., including proposals to increase investments and assist in U.S. industries, but these efforts have not prevented the tariff increase [1][2] - The Japanese government is now focused on negotiating to protect national interests, but there is skepticism about achieving a breakthrough in the limited time available [3][4] Trade Relations - The U.S. administration views the trade relationship with Japan as non-reciprocal, emphasizing the need for "equivalent tariffs" to address trade imbalances [2] - Japan was the first country to enter trade negotiations with the U.S. but is now the first to receive a tariff increase notification, which has shattered its expectations of a special relationship [2][4] Economic Impact - The automotive industry, crucial to Japan's economy and employment, is particularly vulnerable to the new tariffs, with potential negative impacts on Japan's GDP projected at a decline of 1.3% by 2025 and 3.7% by 2029 if tariffs are implemented [4] - Concerns are growing regarding the broader economic implications of U.S. tariffs, as they may hinder investment decisions within Japan [4]