北美观察丨关税伤了谁？福特的代价与反击

Group 1 - The core issue is that Ford Motor Company is facing significant profit losses due to the tariffs imposed by the Trump administration, estimating a loss of $2 billion to $3 billion this year [2][3] - Ford's supply chain is highly globalized, with thousands of parts sourced from overseas, making it particularly vulnerable to increased costs from tariffs on auto parts [3][4] - The company has expressed strong dissatisfaction with the tariffs, highlighting that while American manufacturers face a 25% tariff on parts, Japanese automakers benefit from a lower 15% tariff on vehicles exported to the U.S. [3][4] Group 2 - The entire U.S. automotive industry is united in its opposition to the tariffs, with General Motors projecting a profit decline of $4 billion to $5 billion by 2025 due to tariffs [5] - 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 [6] - Even established foreign brands like Toyota and BMW are considering production adjustments in the U.S. to mitigate tariff impacts [6] Group 3 - The Trump administration's strategy to use tariffs to bring manufacturing back to the U.S. has resulted in unintended consequences, harming domestic manufacturers like Ford instead [7] - Ford is actively seeking exemptions or adjustments to the tariffs through daily discussions with the White House, but has not seen significant results [4][7] - The upcoming midterm elections may prompt a reevaluation of these tariff policies, with potential new strategies from the Democratic Party to address industry losses [7]