“回旋镖”重创美本土车企

Group 1 - The U.S. automotive industry is facing significant losses due to tariffs, with Ford reporting an $800 million loss in Q2 2023, marking its first quarterly loss since 2023 [1] - General Motors reported an $1.1 billion loss in Q2 2023 due to tariffs, while Stellantis reported a loss of $350 million [1] - The "Big Three" automakers in the U.S. predict that tariffs will result in a total profit loss of $7 billion for the automotive industry by 2025 [1] Group 2 - The U.S. government's differentiated tariff agreements with Japan and the EU have further harmed domestic automakers, as U.S. vehicle parts face a 25% tariff compared to a 15% tariff for Japanese and European vehicles [2] - Ford's CEO stated that this situation undermines the competitive edge of American brands in the global market [2] - By June 2025, U.S. companies are expected to bear 64% of the tariff costs, with consumer burden rising to 67% by October 2023, leading to significant price increases for both new and used vehicles [2] Group 3 - The U.S. manufacturing sector is experiencing a contraction, with the ISM's manufacturing PMI dropping to 48 in July, marking the fifth consecutive month below the growth threshold [3] - The new orders index fell to 47.1, indicating a continuous decline for six months, while the employment index dropped to 43.4, the lowest since July 2020 [3] - The systemic loss of competitiveness is evident as U.S. automakers struggle to adapt to global competition and technological advancements, with General Motors' luxury brand facing order cancellations due to high tariff costs [3]