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美车企晒关税“代价账单”,专家:汽车制造商和供应商被要求用“利润”填补美税收收入
Huan Qiu Shi Bao·2025-08-07 22:57

Group 1 - The core viewpoint of the articles indicates that the tariff policies implemented by the Trump administration are causing significant financial strain on various American companies, particularly in the automotive sector [1][2][4] - Ford Motor Company reported a loss of $800 million in the second quarter of 2025 due to tariff-related costs, marking its first quarterly loss since 2023 [1] - General Motors faced a loss of $1.1 billion in the same quarter attributed to tariffs, while Stellantis reported a loss of $350 million [1] - The total projected profit loss for the U.S. automotive industry due to tariffs is estimated to reach $7 billion by 2025 [1] Group 2 - Ford is expected to lose approximately $2 billion in profits for the entire year due to tariff impacts, which is significant compared to its operating profit of $10.2 billion last year [2] - Nearly all automakers producing vehicles in the U.S. are experiencing similar challenges, with the average vehicle containing 50%-60% imported parts [2] - The tariffs on steel and aluminum (50%) and on auto parts (25%) have made U.S. automakers more vulnerable to cost increases, contrary to the intended goal of boosting domestic manufacturing [2] Group 3 - Tesla is considered one of the least affected automakers by the tariff policies, as a significant portion of its electric vehicle components are sourced from within the U.S. or Canada [3] - However, about 25%-40% of Tesla's parts still come from Mexico, indicating some exposure to tariff impacts [3] - The automotive market is expected to see price increases, with luxury and electric vehicles potentially rising by over $12,000 and domestic vehicles by $2,000-$3,000 [3] Group 4 - The automotive industry is described as absorbing the costs of manufacturing tariffs, with executives warning of challenging times ahead and rising product prices [4] - There is a concern that the tariff policies may not effectively enhance the competitiveness of U.S. automakers against superior imported vehicles [4] - The ongoing trade war is expected to burden consumers with higher prices, as the industry struggles to maintain profitability amidst rising costs [4]