美国关税“迟迟未降”，欧日韩很焦虑

Group 1: Trade Agreements and Delays - Despite agreements reached by the UK, EU, Japan, and South Korea with the Trump administration regarding tariffs, companies are still waiting for the U.S. to fulfill its commitments [1] - Key terms of the trade agreements, particularly tariff reductions on core industries like automobiles and steel, have not yet been implemented, leading to losses in the billions for affected industries [2][6] - The U.S. administration has remained silent on the delays, causing uncertainty among allies about whether this is due to administrative sluggishness or more complex negotiation issues [3] Group 2: Impact on Japanese Automotive Industry - Japan's automotive sector is experiencing significant financial strain, with one manufacturer reportedly losing 1 billion yen per hour due to the current tariff levels [7] - Nissan has indicated that its estimated financial impact from tariffs would decrease from 450 billion yen to 300 billion yen if tariffs are reduced to 15%, but the lack of clarity on implementation timing complicates accurate forecasting [8] - Japanese trade negotiators are urging the U.S. to expedite the signing of administrative orders to alleviate the ongoing financial damage [7][8] Group 3: European Automotive Industry Concerns - The German automotive industry is facing escalating costs due to the lack of clarity and implementation of the trade agreement with the U.S., with costs already reaching "billions" [10][11] - The VDA is pressing for swift execution of the agreement to relieve the significant burdens on manufacturers and suppliers [10] - Delays in the agreement's implementation could lead to retaliatory actions from European manufacturers, particularly from Germany, Italy, and France [11] Group 4: South Korean Automotive Sector Challenges - South Korea's automotive industry is similarly affected, with the current 25% tariff still in place despite a new agreement that was supposed to lower it to 15% [12] - Exports of South Korean automobiles to the U.S. have dropped nearly 17%, and steel exports have decreased over 11% due to the anticipated tariffs [13] - Major South Korean automakers like Hyundai and Kia may face up to $5 billion in additional costs this year, even if tariffs are eventually reduced [13] Group 5: UK Steel Industry Struggles - The UK steel industry is under severe pressure as the U.S. has not yet reduced the 25% tariff on steel imports as agreed, causing significant concern among industry stakeholders [15][16] - UK Steel's representatives have noted a decline in U.S. orders due to uncertainty surrounding the steel agreement, with some manufacturers warning of potential closures if tariffs are not lifted [16] - Technical obstacles related to U.S. requirements for steel exports are complicating the situation, as some UK producers cannot meet the necessary conditions [17][19]