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关税冲击来了:欧洲对美出口骤降,汽车出口暴跌35%
Hu Xiu·2025-08-10 10:03

Group 1 - The core impact of the tariffs is evident, with a significant decline in U.S. imports from Europe, dropping from $56.6 billion in May to $45.2 billion in June, marking the lowest level since February 2024 [2] - The automotive sector is the hardest hit, with a year-on-year decline of 36% in European exports to the U.S. in June due to a 25% additional tariff [3][6] - Other sectors also experienced declines, with transportation equipment and chemicals seeing year-on-year drops of 30% and 19% respectively, while some sectors like base metals and agricultural products remained resilient due to tariff exemptions [7] Group 2 - The report warns that the observed decline is still mild compared to the potential overall losses predicted by models, indicating that more severe impacts are yet to come [4][9] - Starting August 1, the average tariff rate on European exports to the U.S. increased from 12% in June to 16%, with the current 15% rate being more damaging than the previous 10% during the tariff suspension period [11] - The negative impacts of tariffs may have a lagging effect, particularly in the pharmaceutical sector, where a significant drop in exports is anticipated as inventory is consumed and tariffs potentially rise further [11]