美对日汽车关税虽降至15%，但日本二线汽车制造商仍面临巨大压力

Group 1 - The U.S. has officially reduced tariffs on Japanese cars from 27.5% to 15%, alleviating some concerns for the Japanese automotive industry, but still imposing a significant burden on smaller manufacturers [1][2] - Smaller Japanese automakers like Mitsubishi, Mazda, and Subaru are facing challenges compared to larger competitors like Toyota and Honda, potentially leading to price increases in the U.S. market [1][2] - Mitsubishi has downgraded its profit forecast by nearly one-third, and Mazda's exports from Mexico have dropped by over 50% since the imposition of tariffs [1] Group 2 - The 15% tariff is six times higher than the pre-Trump administration level, representing a substantial cost for smaller manufacturers [2] - Subaru sold 668,000 vehicles in the U.S. last year, Mazda sold 424,000, and Mitsubishi sold 110,000, making the U.S. a critical market for these companies despite their combined sales being only half of Toyota's [2] - Analysts suggest that rising costs could lead these companies to lose market advantages and potentially exit the U.S. market [2] Group 3 - Mitsubishi is considering potential collaboration with Nissan in North America, while Mazda is increasing production at a joint facility with Toyota in Alabama [2] - Analysts expect Mazda to strengthen its partnership with Toyota, including joint vehicle production and collaboration in procurement and distribution, with Toyota planning to increase its stake in Mazda by 5% over the next two years [2] - According to a survey, Mitsubishi has raised prices the most in the U.S. market since the tariffs were imposed, with an average increase of $2,403 per vehicle, while Subaru's price increase was $824 [2]