【环球财经】日媒：特朗普关税政策令上市公司业绩承压

Core Insights - The article highlights the significant impact of Trump's tariff policies on the earnings of major Japanese listed companies, with a projected total reduction in operating profit of 3.5 trillion yen for 42 companies in the fiscal year 2025-2026 [1][2] Group 1: Financial Impact - The operating profit of the 42 listed companies is expected to decrease by 20% compared to the previous fiscal year, amounting to approximately 12.1 trillion yen, whereas without the tariffs, profits could have reached 15.6 trillion yen, reflecting a potential increase of 3% [1] - The estimated impact of the tariffs on corporate earnings has increased by 900 billion yen from initial estimates, now totaling 3.5 trillion yen [1] Group 2: Sector Analysis - The majority of the companies experiencing profit declines are exporters, particularly in the automotive sector, with significant losses also observed in electronics and machinery [1] - Toyota, as the largest global automaker, anticipates a profit reduction of about 1.4 trillion yen due to the tariffs, while Mazda expects a decrease of 233.3 billion yen [1] - The combined profit loss for the seven major automakers is estimated at 2.7 trillion yen, which is 1 trillion yen higher than earlier projections and accounts for nearly 80% of the total profit loss among the 42 companies [1] Group 3: Corporate Responses - The number of companies reporting profit losses has increased by six, indicating that the burden on businesses is substantial, and merely passing on costs is insufficient to cover these significant losses [2]