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美日车企为何反应大不同
Zhong Guo Qi Che Bao Wang·2025-07-29 02:11

Group 1 - The core agreement between Japan and the US involves reducing tariffs on Japanese imports to 15%, with Japan committing to invest $550 billion in the US, which is expected to create tens of thousands of jobs in America [2][3][4] - The agreement specifically lowers the tariff on Japanese cars from 27.5% to 15%, which includes a 12.5% tariff on cars and a 2.5% base tariff [5][6] - Japanese automakers, including Toyota and Honda, are expected to benefit significantly from this agreement, with a reduction in tariff burden from approximately 3.47 trillion yen to 1.89 trillion yen [6][7] Group 2 - The agreement has led to a surge in Japanese automotive stocks, with the Tokyo Stock Exchange indices reaching historical highs following the announcement [6][7] - Japanese automakers are planning to expand their operations in the US, with companies like Isuzu and Toyota announcing new investments and factory expansions [7][8] - The US automotive industry, particularly the Detroit automakers, has expressed dissatisfaction with the agreement, arguing that it favors Japanese imports over North American-made vehicles [8][9] Group 3 - The agreement is seen as a potential template for future trade negotiations, with other countries like the EU and South Korea accelerating their discussions with the US regarding automotive tariffs [9]