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关税,突变!特朗普,重大警告!
券商中国·2025-06-30 23:21

Core Viewpoint - The trade negotiations between the United States and Japan have encountered significant challenges, particularly regarding automobile tariffs, with President Trump threatening to impose a 25% tariff on Japanese cars if no agreement is reached [2][6][12]. Group 1: Trade Negotiation Status - The seventh round of ministerial talks between the U.S. and Japan has not yielded any breakthroughs, with Japan's Economic Revitalization Minister unable to meet with U.S. Treasury Secretary [2][10]. - Japan has been actively seeking a resolution to the trade impasse, but the negotiations appear to be stalled, with no significant progress reported [10][11]. Group 2: Economic Impact - Japan's economy has been adversely affected by the U.S. tariff policies, with May's industrial output growth at 0.5%, significantly below the market expectation of 3.5% [3][11]. - Manufacturers in Japan anticipate a further decline in industrial output, projecting a 0.3% increase for June and a 0.7% decrease for July [3][11]. Group 3: Tariff Threats - President Trump has reiterated his stance on maintaining high tariffs on Japanese automobiles, stating that Japan must make concessions to address the trade imbalance [5][8]. - The U.S. government plans to notify countries, including Japan, that trade penalties will take effect unless agreements are reached by the upcoming deadline [3][15]. Group 4: Future Negotiation Outlook - The deadline for negotiations is set for July 9, with Trump indicating a lack of necessity to extend the tariff suspension period, which could lead to immediate implementation of tariffs [15][16]. - Trump has expressed skepticism about the feasibility of reaching agreements with all countries, suggesting a more aggressive approach to trade negotiations [17][18].