Group 1 - The core viewpoint of the articles highlights the significant impact of Trump's tariffs on Asian automotive manufacturers, leading to a drastic decline in profits and a reshaping of the global automotive market competition [1][2]. - Mitsubishi Motors reported a near-total wipeout of its net profit for the second quarter, dropping from 29.5 billion yen (approximately 201 million USD) to almost zero, facing unprecedented challenges due to high tariffs and increased costs [2][3]. - Hyundai Motor Group experienced a 22% year-on-year decline in net profit for the second quarter, with losses attributed to tariffs amounting to 828 billion won (approximately 604 million USD), despite achieving the highest global sales since 2020 [2][3]. Group 2 - Japan successfully negotiated a reduction in automotive tariffs from a threatened 27.5% to 15%, providing significant relief for its automotive exporters, particularly benefiting companies like Mazda, Subaru, and Mitsubishi [3]. - In contrast, South Korea faces greater pressure as its automotive exports are still subject to a 25% tariff imposed by Trump, prompting the government to seek similar tariff reductions as Japan [3]. - The South Korean government is considering strategic concessions on certain agricultural imports in negotiations regarding tariffs with the U.S., indicating a complex trade dynamic [3].
“史无前例”关税重压下,亚洲车企利润暴跌
Hua Er Jie Jian Wen·2025-07-24 12:04