15%！美国下调日本汽车进口关税

Core Viewpoint - The U.S. government's tariff policy has significantly impacted Japan's automotive industry, leading to a decline in exports and a more pessimistic economic outlook for Japan [3][4]. Group 1: Tariff Impact on Exports - From April to June, Japan's exports to the U.S. experienced a continuous decline for three months, with the rate of decline increasing [4]. - In June, Japan's automotive exports to the U.S. dropped by 26.7% year-on-year, with the most significant decline occurring in the Kyushu region, where export volume decreased by 67.8% and export value fell by 76.3% [4]. Group 2: Economic Forecast Adjustments - The Japanese Cabinet Office revised its GDP growth forecast for the fiscal year 2025 (April 2025 to March 2026) down from 1.2% to 0.7% due to the adverse effects of U.S. tariffs [4]. - The negative impact of U.S. tariffs is expected to become more pronounced starting in the third quarter of this year, affecting not only direct exports to the U.S. but also Japan's exports of intermediate goods to other countries [4]. Group 3: Industry Response - Japanese automotive manufacturers are compelled to adopt price reduction strategies in response to the increased tariffs, which will likely squeeze their profit margins [4]. - The automotive industry is a core sector of the Japanese economy, and the significant drop in exports will have a ripple effect on related industries and regional economies [4].