美国下调欧盟汽车关税 关税隐忧难消

Group 1 - The US government has officially implemented a trade agreement with the EU, confirming a 15% tariff on EU automobiles and parts effective from August 1 [1] - European automakers have been significantly impacted, with major companies reporting profit declines or losses in the first half of 2025 due to US tariff policies [1] - Volkswagen's US sales decreased by 10% year-on-year, while Mercedes-Benz's sales fell by 6% [1] Group 2 - The overall financial performance of European car manufacturers is described as a "complete collapse," with Volkswagen's net profit for the first half of 2025 at €4.005 billion, down 37% year-on-year, and an additional cost of €1.3 billion due to US tariffs [1] - BMW reported a net profit of €4.015 billion, a 29% decline, while Stellantis shifted from a profit of €5.6 billion in the previous year to a loss of €2.256 billion [1] - Major European car manufacturers have revised their earnings forecasts downward, with Volkswagen lowering its operating profit margin expectation for 2025 from 5.5%-6.5% to 4%-5% [1] Group 3 - The uncertainty of US trade policies is causing severe impacts on the European automotive industry, which is a crucial pillar of the European economy, directly or indirectly affecting millions of jobs [2] - European car manufacturers face the dilemma of either absorbing high costs, further compressing profit margins, or passing costs onto consumers, which could lead to a loss of market share [2]