关税伤了谁？福特的代价与反击

Core Viewpoint - The article highlights the negative impact of the Trump administration's tariff policies on Ford Motor Company, which is experiencing significant profit losses due to increased costs from tariffs on imported auto parts [1][4][17]. Company Summary - Ford's leadership has publicly expressed strong dissatisfaction with the tariff policies, estimating a profit loss of $2 billion to $3 billion for the year [1][4]. - CEO Jim Farley stated that the tariffs have led to a cost increase of $800 million in the second quarter alone, with an annual impact expected to exceed $3 billion [4][6]. - The company maintains a high level of domestic production, with approximately 80% of its U.S. sales models assembled in domestic factories, yet its global supply chain means it is heavily reliant on imported parts [4][17]. - Ford is actively engaging with the White House to seek exemptions or adjustments to the tariffs, but has not seen significant results so far [7][17]. Industry Summary - The entire U.S. automotive industry is facing similar challenges, with companies like General Motors projecting a profit decline of $4 billion to $5 billion due to tariffs [13]. - The American Automotive Policy Council has warned that the tariffs could lead to an industry-wide cost increase of $108 billion, potentially affecting hundreds of thousands of jobs [13][16]. - Other automakers, including Japanese and European brands, are also feeling the pressure, with some considering production adjustments to mitigate tariff impacts [10][11]. Economic Context - The article discusses the broader implications of the tariff policies, suggesting that they may inadvertently harm U.S. manufacturing by complicating the global supply chain [17]. - As the midterm elections approach, there is speculation about whether the Trump administration will reassess these policies and how the Democratic Party might respond to balance industry losses [17].