【环球财经】德国汽车行业景气度连续回升 但对美出口仍承压

Core Insights - The German automotive industry sentiment index showed a significant recovery in August, rising to -15.5 points from -23.0 points in July, although it remains in negative territory [1] - The positive development in the electric vehicle market contrasts with challenges in trade relations with the U.S. [1] Industry Performance - The assessment of current business conditions improved markedly, with the relevant indicator rising from -26.8 points in July to -16.9 points in August [1] - Demand for electric vehicles in Germany reached a record high in the first half of the year, continuing into August, leading to increased satisfaction with order levels among companies [1] Future Expectations - Business expectations for the coming months improved, with the indicator rising to -14.1 points in August from -19.2 points in July [1] - A significant increase in orders from the Eurozone, accounting for nearly one-third of the total exports of the German automotive industry, is a key reason for the improved expectations [1] Export Challenges - Uncertainty in the U.S. market continues to exert pressure on the industry, with a 15% tariff level still burdening German automakers and suppliers despite a tariff agreement reached in late July [1] - The export expectations index fell to -8.8 points in August, down from -5.1 points in July [1]