日本贸易代表：已和美方确认15%关税“不是叠加征收”

Group 1 - The U.S. has confirmed it will stop imposing additional universal tariffs on Japan and will reduce auto tariffs as promised [1][3] - Japan's chief trade negotiator, Akira Akazawa, stated that the U.S. officials apologized for the imposition of additional tariffs despite a verbal agreement and mentioned that Washington would refund overpaid taxes [1][2] - The specific timeline for the implementation of these changes has not been agreed upon, but Akazawa expects it will not take as long as six months to a year [1][4] Group 2 - Under the new tariff arrangement, Japan will face a unified 15% tariff on goods, which is lower than the previously threatened 25% tariff by the Trump administration [2] - Japanese automakers currently face a combined tariff burden of 27.5%, which includes a 2.5% rate and the previous 25% auto tariff [3] - Akazawa confirmed that the U.S. will issue another order to reduce tariffs on automobiles and auto parts when revising the universal tariff executive order [3][4] Group 3 - The automotive industry accounts for approximately 8% of Japan's workforce and is a key indicator for wage growth, supporting the Bank of Japan's gradual interest rate hike policy [3] - Delays in tariff reductions are causing increasing losses for Japanese companies, with some reportedly losing up to 1 billion yen (approximately $679,000) per hour [3][4] - Toyota has lowered its annual earnings forecast, warning that U.S. tariffs could impact its profits by 1.4 trillion yen (approximately $9.5 billion), reducing its operating profit expectation from 3.8 trillion yen to 3.2 trillion yen for the fiscal year ending March 2026 [3]