对美出口价格暴跌，日本车企面临抉择时刻

Group 1 - The Japanese government prioritized the removal or reduction of auto tariffs in negotiations with the U.S., but the U.S. announced a new 25% tariff starting August 1, which has led Japanese automakers to significantly lower export prices to maintain competitiveness [1][3] - The price index for Japanese passenger cars exported to North America fell to 86.8 (2020=100), a year-on-year decrease of 19.4%, marking the largest drop since 2016 [3] - In May, Japan's exports of cars to the U.S. decreased by 24.7% year-on-year, amounting to 363.4 billion yen, with an average price per vehicle dropping by 21.7% compared to the previous year [3] Group 2 - Despite lowering prices, Japanese car brands in the U.S. are still affected by tariff costs, with Toyota raising prices by an average of $270 per vehicle and Mitsubishi increasing prices by an average of 2.1% [4] - Analysts suggest that Japanese automakers could build new factories in the U.S. to avoid tariffs, but this requires significant investment and time, along with restructuring their global supply chains [4] - The Japanese government may abandon efforts to lower auto tariffs and instead seek to negotiate reductions on other items, as the U.S. seems unwilling to lower auto tariffs due to trade deficit concerns [4]