暴跌超55%！关税，冲击显现！

Core Viewpoint - The article highlights the significant impact of tariffs on the global automotive industry, particularly focusing on the declines in vehicle production and exports from the UK and Japan due to U.S. tariff policies. Group 1: UK Automotive Industry - In May, UK car exports to the U.S. plummeted by 55.4% year-on-year, while overall car production fell by 32.8% to 49,810 units, marking the lowest monthly output in 76 years [1][3][4] - The total car production in the UK from January to May was 348,200 units, a decrease of 12.9% year-on-year, the lowest level since 1953 [3] - The U.S. imposed a 25% tariff on all imported cars, effective April 2, which led to significant disruptions in exports, with Jaguar Land Rover and Aston Martin halting shipments to the U.S. [4][5] - A new trade agreement between the U.S. and the UK was announced, which includes a 10% tariff on the first 100,000 cars exported from the UK to the U.S. annually, with a 25% tariff on any excess [4][6] - The UK government aims to return to the top 15 global automotive manufacturers by 2030, recognizing the automotive sector's critical role in economic growth [6] Group 2: Japanese Automotive Industry - Japan's exports to the U.S. fell by 11.1% in May, with automotive exports declining by 24.7% and auto parts by 19% [2][7] - The automotive sector accounts for about one-third of Japan's total exports to the U.S., making it highly sensitive to U.S. tariff policies [7] - Japanese officials express concerns over the high tariffs, with hopes to negotiate them down to 10% or even 0%, but face challenges in reaching an agreement with the U.S. [8][10] - Japan produces approximately 3.3 million cars annually in the U.S., significantly more than the 1.37 million exported to the U.S., highlighting the contribution of Japanese manufacturers to the U.S. economy [10]