Core Viewpoint - The article highlights President Trump's dissatisfaction with the automotive trade between the U.S. and Japan, emphasizing the perceived unfairness and the ongoing stalemate in negotiations due to proposed tariffs on Japanese imports [1]. Group 1: U.S.-Japan Automotive Trade - Trump reiterated his stance that Japan does not accept American cars while the U.S. imports a significant number of Japanese vehicles, indicating a trade imbalance [1]. - The U.S. administration is considering sending a letter to Japan regarding the imposition of a 25% additional tariff on automobiles, which has become a major point of contention in negotiations [1]. - Japan's Economic Revitalization Minister, Akira Amari, participated in the 7th round of ministerial talks in Washington, but failed to secure a meeting with U.S. Treasury Secretary Steven Mnuchin, highlighting the challenges in reaching an agreement [1][2]. Group 2: Negotiation Efforts - Following the talks, Japan's government stated its commitment to actively coordinate with the U.S. to achieve a mutually beneficial agreement [2]. - Akira Amari extended his stay in the U.S. in hopes of further discussions but ultimately left without a meeting, indicating the difficulties in the negotiation process [1][2].

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]

Group 1 - Japan's Economic Revitalization Minister, Akira Amari, is heading to Washington for the seventh round of tariff negotiations with the U.S. due to a lack of consensus on tariffs during the G7 summit between Japanese Prime Minister Shinzo Abe and U.S. President Trump [1] - The U.S. has suspended a 25% tariff on Japanese automobiles and a 24% "reciprocal tariff" on other Japanese goods until July 9, creating a final negotiation window [1] - Akira Amari emphasized that Japan cannot accept the 25% automobile tariff and highlighted the contributions of Japanese companies to the U.S. economy through investment and job creation [1] Group 2 - Japanese officials are coordinating efforts to hold discussions with U.S. Treasury Secretary Steven Mnuchin and Commerce Secretary Wilbur Ross regarding the automobile tariff issue [2] - The negotiations are described as challenging, with Akira Amari previously stating that the situation is "cloudy," partly due to concerns over the Middle East situation [2] - As the Middle East situation improves, there may be a shift in the U.S. stance during the Japan-U.S. negotiations [2]

Core Viewpoint - Japan's Minister of Economic Revitalization, Akizawa Ryozo, stated that Japan cannot accept a 25% tariff on automobiles, indicating strong opposition to potential trade barriers that could impact the automotive industry [1] Group 1 - The Japanese government is actively defending its automotive sector against proposed tariffs [1] - The statement reflects Japan's broader concerns regarding international trade policies and their implications for the economy [1] - The automotive industry is a critical component of Japan's economy, and high tariffs could significantly affect its competitiveness [1]

Group 1 - General Motors (GM) plans to invest approximately $4 billion in three U.S. factories located in Michigan, Kansas, and Tennessee over the next two years to expand production of its best-selling models in the domestic market [2][5] - The investment reflects a trend among multinational automakers to increase investments in the U.S. to avoid automotive tariffs [2][3] - GM's CEO, Mary Barra, emphasized the company's commitment to manufacturing in the U.S. and supporting American jobs, aiming to provide consumers with a diverse product lineup [2][3] Group 2 - Despite being the largest automaker in the U.S., GM's localization rate is lower than that of competitors like Tesla and Ford, with only about 52% of vehicles sold in the U.S. being assembled domestically [3][4] - In 2024, GM is projected to sell 2.6893 million vehicles in the U.S., a year-on-year increase of 4.3%, maintaining its position as the sales leader in the U.S. automotive market [3][4] Group 3 - The investment will involve relocating the assembly of gasoline versions of the Chevrolet Blazer and Equinox from Mexico to the U.S. and repurposing a large idle factory in Michigan to produce fuel SUVs and pickups by 2027 [5][6] - GM's strategy includes shifting some production capacity from Mexico back to the U.S. due to the impact of U.S. automotive tariffs [6][7] Group 4 - The U.S. government has imposed a 25% tariff on imported vehicles and key components, which has significantly affected automakers' profits, with GM estimating a loss of $4 billion to $5 billion due to these tariffs [4][6] - GM plans to offset at least 30% of the tariff impact by increasing domestic production [4][6] Group 5 - The focus of GM's new investment is primarily on fuel vehicles, with plans to produce fuel full-size SUVs and light pickups in Michigan, rather than electric vehicles as previously planned [9][11] - GM's electric vehicle sales saw a significant increase of 94% in Q1 2025, selling approximately 32,000 electric vehicles, ranking second in the U.S. electric vehicle market [11]

【环球时报特约记者 韩雯】随着美国市场"非关税库存"迅速耗尽，全球汽车整车行业的涨价趋势进一步加速蔓延。据《日经亚洲评论》23日报 道，日本丰田汽车将于下个月在美国将丰田品牌汽车的价格平均提高 270 美元。三菱汽车近期宣布，将把其在美销售的汽车价格平均上调2.1%； 斯巴鲁则从 6 月份发货的产品开始上调价格。 为了应对美国对汽车征收的高额关税，日本车企计划暂时消化关税带来的成本，而韩国车企仍在苦熬。韩国《首尔金融》23日称，由于美国政府 对进口汽车征收关税，全球整车企业普遍面临严峻调价压力。在丰田、福特等主要厂商纷纷上调美国市场售价的背景下，现代汽车集团也有可能 将在库存耗尽后调整价格。 韩国新闻网站"dailian"23日的文章援引相关业界专家的话称，在当前的结构下，不涨价就等于利润被侵蚀，因此这并不是"要不要涨"的问题，而 是"何时涨"的问题。"随着丰田带头涨价，那些此前犹豫观望的品牌也会纷纷跟进。" 不过，现代汽车集团目前在是否调价的问题上依然保持谨慎。此前，现代将其原定6月2日结束的"价格冻结期限"延长至7月7日。彭博社上月末报 道称，现代汽车正考虑将所有在美销售车型的价格平均上调1%，但现代汽车 ...

据《商报》：美国尚未同意将对欧盟的汽车关税限制在10%的范围内。 ...

磋商结束后接受记者采访的经济财政相赤泽（13日，华盛顿，kyodo） 日本汽车对美国出口2024年达到137万辆，包括零部件在内的出口额共计7.2万亿日元，占日本对美出口 整体的34.1%。特朗普关税带来的打击很大…… 日本经济财政兼再生相赤泽亮正当地时间6月13日下午在美国首都华盛顿参加了日美关税谈判的第6轮部 长级磋商。赤泽在磋商后的记者会上表示，"进行了非常深入的沟通，摸索了达成协议的可能性"。他解 释称，以汽车关税为中心，对立仍在持续，"日美之间将积极推进协调"。 赤泽与美国商务部长卢特尼克进行约70分钟的单独磋商，随后与财政部长贝森特进行了约45分钟的磋 商。关于此前磋商时要求的"撤销"一系列关税措施，他没有明确透露是否再次提出要求。 日美的部长级磋商从4月16日开始，在最近两个月里共进行了6轮。为了借近期在加拿大召开的七国集团 峰会（G7峰会）机会而举行的日美首脑会谈上达成一定协议，赤泽连续4周访问美国进行对话。 赤泽对于在首脑会谈上达成协议的可能性仅表示，"不作预判"。据悉，关于贝森特6月11日在美国国会 上暗示的部分延长对等关税宽限期，他在13日的磋商中没有给出解释。 汽车是日本经济的根基。对 ...

磋商结束后接受记者采访的经济财政相赤泽（13日，华盛顿，kyodo） 日本汽车对美国出口2024年达到137万辆，包括零部件在内的出口额共计7.2万亿日元，占日本对美出口 整体的34.1%。特朗普关税带来的打击很大…… 日本经济财政兼再生相赤泽亮正当地时间6月13日下午在美国首都华盛顿参加了日美关税谈判的第6轮部 长级磋商。赤泽在磋商后的记者会上表示，"进行了非常深入的沟通，摸索了达成协议的可能性"。他解 释称，以汽车关税为中心，对立仍在持续，"日美之间将积极推进协调"。 赤泽与美国商务部长卢特尼克进行约70分钟的单独磋商，随后与财政部长贝森特进行了约45分钟的磋 商。关于此前磋商时要求的"撤销"一系列关税措施，他没有明确透露是否再次提出要求。 日美的部长级磋商从4月16日开始，在最近两个月里共进行了6轮。为了借近期在加拿大召开的七国集团 峰会（G7峰会）机会而举行的日美首脑会谈上达成一定协议，赤泽连续4周访问美国进行对话。 赤泽对于在首脑会谈上达成协议的可能性仅表示，"不作预判"。据悉，关于贝森特6月11日在美国国会 上暗示的部分延长对等关税宽限期，他在13日的磋商中没有给出解释。 日美之间的主要争论点之一 ...

Group 1: Tariff Impact on the Automotive Industry - President Trump announced a 25% tariff on imported cars starting April 2025 and on auto parts starting May 2025, affecting 8 million imported vehicles annually, which constitutes 50% of total new car sales in the U.S. [2] - The automotive supply chain in the U.S. is highly globalized, leading to increased costs for car manufacturers due to tariffs, prompting many companies to raise vehicle prices [2][10]. - Analysts predict that the new car prices could increase by 10% to 15% for vehicles directly affected by the tariffs, while those not fully impacted may see a 5% increase [10]. Group 2: Price Adjustments by Automakers - Subaru announced price increases on several models, with adjustments ranging from $750 to $2055, effective June, citing the need to offset rising costs [3]. - Ford plans to raise prices on three models produced in Mexico, with increases up to $2000, and previously warned of a potential $1.5 billion loss due to tariffs [4][6]. - Ferrari responded quickly to the tariff announcement by increasing prices on certain models by up to 10%, with significant price hikes on high-end models [5][6]. Group 3: Company Strategies and Market Reactions - Some automakers, like Hyundai and Volkswagen, are currently holding off on price increases, with Volkswagen maintaining existing prices until June to avoid consumer burden [7][8]. - Toyota and Honda have chosen to absorb the increased costs temporarily, focusing on cost-cutting and efficiency improvements instead of immediate price hikes [8][9]. - Despite some companies holding off on price increases, the consensus is that price hikes are inevitable as the tariffs remain in effect [9]. Group 4: Market Trends and Consumer Behavior - U.S. light vehicle sales dropped by 10% year-over-year in May, attributed to consumers purchasing vehicles in advance of the tariff implementation [9]. - The ongoing tariff situation is expected to shift consumer preferences towards used cars, potentially driving up their prices as new car prices rise [10].