21世纪经济报道·2025-04-11 10:33Core Viewpoint - The implementation of a 25% tariff on imported cars and key automotive parts in the U.S. is expected to significantly impact the automotive market, leading to production halts, price increases, and a restructuring of the industry [2][4][10]. Group 1: Tariff Implementation and Immediate Effects - The 25% tariff applies to imported passenger cars, light trucks, and key automotive components, with potential expansion to other parts [3]. - Following the tariff's enactment, international automakers have halted exports, closed factories, and raised prices in response [4][5]. - Audi has stopped deliveries to the U.S. and plans to maintain inventory for two months, while Volkswagen has suspended vehicle transport from Mexico and is holding new cars at ports until a new pricing strategy is established [6][7]. Group 2: Price Adjustments and Manufacturer Responses - Ferrari announced price increases of up to 10% on most models, reflecting the new tariff, with price hikes ranging from $25,000 to $350,000 depending on the model [8]. - Cox Automotive predicts that the tariff will increase the cost of U.S.-made cars by $3,000 and $6,000 for cars made in Canada or Mexico, potentially halting nearly all North American car production by mid-April [9]. Group 3: Long-term Industry Restructuring - Automakers with U.S. production facilities, like Mercedes and BMW, are absorbing some tariff costs and freezing prices for certain models to mitigate impacts [11][12]. - Toyota and Hyundai have also committed to freezing prices for their vehicles in the U.S. amid the tariff changes [12]. - Stellantis announced temporary shutdowns of production facilities in Canada and Mexico, affecting U.S. operations and leading to layoffs [14]. Group 4: Future Market Predictions - The overall expectation is that vehicle prices will rise due to the tariffs, with Cox estimating an increase of $6,000 for imported vehicles and an additional $3,600 for key components [15]. - The automotive industry is entering a long-term adjustment phase, shifting from short-term price competition to long-term capacity restructuring, with consumers likely facing higher prices as a result of these political and economic changes [14][15].