【环球财经】记者手记：在德国企业财报季，听见“关税”成为高频词

Core Viewpoint - The impact of tariffs, particularly from the U.S. on EU products, has become a significant concern for German companies, affecting their financial performance and strategic decisions [1][2][3]. Group 1: Company Financial Impact - Siemens Healthineers reported a profit reduction of approximately 400 million euros due to tariffs, equating to a decrease of about 12 euro cents per share [1][2]. - Porsche's sales profit for the first three quarters of the year was only 40 million euros, a dramatic decline of 99% compared to 4.035 billion euros in the same period last year [2][3]. - Porsche anticipates a total loss of 700 million euros for the year due to tariff-related costs, which have already added approximately 300 million euros in extra expenses in the first nine months [3]. Group 2: Broader Economic Implications - The German economy showed zero growth in GDP for the third quarter, with exports declining significantly, indicating the broader economic impact of U.S. tariffs [4]. - The U.S. has fallen from being Germany's largest trading partner, with exports to the U.S. dropping by 7.4% year-on-year, and an even steeper decline of 20.1% in August [4]. - A survey indicated that over half of German companies are considering reducing their trade with the U.S. due to increased uncertainty stemming from tariff policies [5]. Group 3: Strategic Responses - Companies are increasingly focusing on innovation, cost control, and supply chain flexibility to navigate the challenges posed by tariffs and global trade tensions [5]. - The need for a re-evaluation of global supply chains is becoming evident, as companies seek to mitigate tariff risks by diversifying into emerging markets [5].