每天损失2000万美元，日本车企度日如年：汽车关税何时下调？

Group 1 - The delay in reducing U.S. tariffs on Japanese automobiles is causing significant profit losses for major Japanese automakers, with an estimated daily loss of approximately 3 billion yen (about 20.3 million USD) for each day of delay [1][2] - The total estimated impact of tariffs on the annual profits of Japanese automakers is around 2.7 trillion yen (approximately 18.3 billion USD), leading to a projected 36% decline in operating profits [1] - The U.S. has committed to reducing tariffs on Japanese goods from 25% to 15%, but the timeline for implementing these changes remains unclear, causing further uncertainty for Japanese manufacturers [2][5] Group 2 - Mazda expects a drastic 82% drop in net profit to 200 billion yen, primarily due to tariff impacts estimated at 233.3 billion yen, and plans to cut costs by 80 billion yen to maintain profitability [3] - Subaru anticipates a 210 billion yen hit from tariffs, with operating profit projected to decline by 51% to 200 billion yen, highlighting the heavy reliance on the U.S. market [3] - Toyota faces the largest profit impact, estimated at 1.4 trillion yen, due to its high sales volume in the U.S. and increased costs for suppliers resulting from tariffs [3] Group 3 - Japanese automakers are cautious about raising prices in response to tariffs, with Toyota having raised prices by an average of 270 USD, citing performance improvements rather than tariff impacts [4] - Honda is also considering price increases carefully, indicating a cautious approach to avoid potential sales declines due to reduced pricing competitiveness [4] - Mitsubishi Motors recorded a 3 billion yen operating loss in North America, with 1.44 billion yen attributed to tariff impacts, reflecting the challenges faced by automakers in adjusting pricing strategies [5]