协议宣布了,但美国关税“迟迟未降”,欧日韩很焦虑
Hua Er Jie Jian Wen·2025-08-18 00:36

Group 1: Trade Agreements and Tariffs - Despite agreements reached by the UK, EU, Japan, and South Korea with the Trump administration regarding tariffs, key terms, especially for the automotive and steel industries, have not been implemented, leading to significant financial losses in these sectors [1][2][3] - Japan's automotive industry is facing losses of up to 1 billion yen per hour due to the ongoing 25% tariff, with Nissan estimating a reduction in impact from 450 billion yen to 300 billion yen if tariffs are lowered to 15% [2][3] - The EU and the US announced a new agreement on July 27, but the punitive tariffs on German automotive exports remain unchanged, causing costs to escalate into the billions [3][4] Group 2: Industry Impact and Costs - The German automotive industry has reported costs reaching "tens of billions" due to the unresolved tariff situation, with pressure mounting for swift implementation of agreements to alleviate burdens on manufacturers and suppliers [3][4] - South Korea's automotive sector is projected to face up to $5 billion in additional costs this year, even if tariffs are eventually reduced to 15%, due to weak demand and tightening subsidies [5][6] - The UK steel industry is suffering from the delay in tariff reductions, with concerns that if the 25% tariff is not eliminated, some producers may face closure by year-end [6]