智通财经网·2025-08-04 04:14Group 1 - The Japanese automotive giants Toyota and Honda are expected to report mixed results due to the strong yen and U.S. tariffs impacting profits, despite resilient sales [1] - Toyota's operating profit is projected to decline in the first fiscal quarter, influenced by promotional pricing, rising supply chain costs, and potential tariffs of up to 25% before a trade agreement [1][2] - Honda is also expected to see a slight decrease in operating profit, with a significant 19% reduction in U.S. export prices in June, marking the largest drop since 2016 [1][2] Group 2 - Japan's chief trade negotiator is urging the U.S. to lower tariffs on automobiles and parts to 15%, which could positively impact future earnings guidance from the companies [2] - Toyota has raised its global production target for 2025 to 10 million vehicles, while Honda's profits are expected to increase by 28% in the fiscal year 2026 due to recent tariff relaxations [2] - Following the announcement of the U.S.-Japan trade agreement, Japanese automotive stocks saw significant rebounds, with Honda and Toyota shares rising over 10% [3] Group 3 - The U.S. has agreed to set tariffs on Japanese imports, including automobiles, at 15%, down from the previously threatened 25%, which has relieved pressure on Japanese automakers [3] - Increased government spending in Japan and the impact of U.S. tariffs on industrial giants are expected to support sales and profit growth for companies like Mitsubishi Heavy Industries and Kawasaki Heavy Industries [3][4] - Analysts predict that while Kawasaki Heavy's transportation sector may face challenges from tariffs, its defense sector is likely to drive profit margin expansion [4]