【环球财经】特朗普关税令日本七大车商盈利全面下降

Core Insights - The financial reports of Japan's seven major automakers reveal a significant decline in profitability due to the impact of Trump's auto tariffs, marking the first comprehensive profit drop since the COVID-19 pandemic [1][2][3] Group 1: Financial Impact on Automakers - The seven major Japanese automakers, including Toyota, Honda, Nissan, Mazda, Mitsubishi, Subaru, and Suzuki, collectively suffered a loss of 1.5 trillion yen (approximately 9.74 billion USD) due to tariffs [1] - Nissan reported a total sales, operating profit, and net profit decline, with operating losses reaching 27.7 billion yen and net losses at 221.9 billion yen for the first half of the fiscal year [1][2] - Mazda's reliance on the U.S. market resulted in a revenue loss of 97.1 billion yen, leading to a net loss of 45.2 billion yen [2] - Honda experienced a loss of 164.3 billion yen due to tariffs, with net profit dropping by 37% to 311.8 billion yen [2] - Subaru, heavily reliant on the U.S. market, faced a loss of 154.4 billion yen, resulting in a 45% drop in net profit [2] Group 2: Future Projections and Concerns - Toyota's operating revenue increased by 5.8%, but operating profit fell by 18.6%, with expectations of a 29.1% decline in operating profit for the fiscal year 2025 [3] - The U.S. tariffs are projected to reduce Toyota's operating profit by 1.45 trillion yen, with net profit expected to decline by 38.5% to 2.93 trillion yen [3] - Experts express concerns that the pressure from U.S. tariffs is forcing Japanese companies to increase investments in the U.S., potentially limiting their ability to invest domestically and affecting Japan's economic growth [3]