日本6月对美出口额连续3个月下降

Core Viewpoint - Japan's trade dynamics with the US and China are significantly influenced by tariff policies, leading to a mixed performance in export volumes and values, particularly in the automotive sector [1][2][3]. Group 1: Trade Statistics - In June, Japan's exports to the US decreased by 11.4%, totaling 1.7071 trillion yen, marking a continuous decline for three months [1][2]. - The overall export value for Japan in June fell by 0.5% year-on-year to 9.1625 trillion yen, with a notable decrease in exports to China by 4.7% [1][2]. - For the first half of the year, Japan's trade balance showed a deficit of 2.2158 trillion yen, which is a 34.2% reduction compared to the previous year [2]. Group 2: Automotive Sector Insights - In June, Japan's automotive export volume to the US increased by 3.4%, but the export value dropped by 26.7%, indicating a shift towards lower-priced models to mitigate tariff impacts [2]. - The overall export volume of Japanese automobiles grew by 4.4% in the first half of the year, while the export value decreased by 4.5% [3]. Group 3: Import Dynamics - Japan's total imports in June reached 9.0095 trillion yen, reflecting a 0.2% increase, marking the first rise in three months [2]. - The import value of crude oil decreased by 11.5%, with a slight decline in import volume by 0.8% [2].