关税，大消息！开盘即涨

Core Viewpoint - The U.S. has announced a reduction in import tariffs on Japanese automobiles, leading to a positive market reaction in Japan's automotive sector [2][10]. Market Reaction - Following the announcement, the Japanese stock market opened lower but rebounded, with the Nikkei 225 index rising by 0.04% and the Topix index increasing by 0.33% [4]. - The automotive and parts sectors saw immediate gains, with notable increases in stock prices for several companies [6][8]. Automotive Stock Performance - Mazda, Isuzu, and Mitsubishi saw stock price increases of 2.32%, 1.27%, and 1.28% respectively [6][7]. - Other major automotive companies like Honda and Toyota also experienced stock price increases of 1.21% and 1.18% respectively [7]. Automotive Parts Stock Performance - Automotive parts companies such as KEEPER TECH, SUNCALL, and F-TECH reported significant stock price increases of 6.53%, 5.19%, and 2.4% respectively [8][9]. Tariff Details - The new tariff rate on Japanese automobiles has been set at 15%, down from the previous 25%, effective from September 16, 2025 [10]. - This reduction aligns with the baseline tariff rate applicable to most other goods imported from Japan [10]. Impact of Previous Tariffs - Prior to the tariff reduction, Japan's automobile exports to the U.S. had significantly declined, with a reported 26.7% year-on-year decrease in June 2025 [12]. - Mazda was particularly affected, reporting a shift from a profit of 49.8 billion yen to a loss of 42.1 billion yen due to decreased sales in the U.S. market [12].