关税,大消息!开盘即涨
Zhong Guo Ji Jin Bao·2025-09-16 02:30

Group 1 - The U.S. has announced a reduction in import tariffs on Japanese automobiles from 25% to 12.5%, effective from September 16, 2025, which aligns with the baseline tariff rate applicable to most other goods from Japan [6][7]. - Following the announcement, the Japanese stock market saw a rebound, particularly in the automotive and parts sectors, with notable increases in stock prices for companies like Mazda, Isuzu, and Mitsubishi [1][3]. - The tariff reduction is expected to positively impact Japan's core automotive industry, which has been significantly affected by previous tariff hikes that led to a sharp decline in exports to the U.S. [6][7]. Group 2 - Mazda, Isuzu, and Mitsubishi saw stock price increases of 2.32%, 1.27%, and 1.28% respectively, reflecting investor optimism following the tariff announcement [3][4]. - Automotive parts companies such as KEEPER TECH, SUNCALL, and F-TECH experienced even higher stock price increases of 6.53%, 5.19%, and 2.4% respectively, indicating strong market confidence in the sector's recovery [5]. - Prior to the tariff reduction, Japan's automobile exports to the U.S. had been declining sharply, with a reported 26.7% year-on-year decrease in June 2025, significantly impacting companies like Mazda and Toyota [7].