【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].

Group 1 - Tesla has raised prices on multiple models in the U.S. [1] - Neta Auto has issued a restructuring statement, clarifying that it is just one of the proposed solutions and not the final plan [2] - Guangzhou is actively seeking to pilot automotive circulation consumption reforms to support the scaling of the used car market [3] Group 2 - U.S. President Trump has indicated that automotive tariffs may be increased in the near future [4] - Trump has terminated California's electric vehicle mandate, stating that he consulted with Elon Musk before taking action [5] - Geely's long-range Super VAN taxis have been delivered to the first batch of taxi fleets in Hong Kong [6] Group 3 - Trump is set to sign a key part of the U.S.-UK trade agreement in a few days, which will lower tariffs on British car exports to the U.S. [7] - The U.S. Department of Commerce has announced a new process for automotive tariff credits [8]

Group 1 - The current spot silver price is trading above $36.63, with a recent high of $36.63 and a low of $35.97, indicating a short-term bullish trend [1] - President Donald Trump has indicated a potential increase in U.S. auto tariffs to protect the domestic auto industry, which may escalate tensions with trade partners [2] - The recent legislation has terminated California's regulation banning the sale of gasoline-powered new cars by 2035, which is seen as a victory for some automakers and oil companies [2] Group 2 - The upward trend in silver prices is expected to continue, with a potential test of the June 9 swing high of $36.88 [2] - The first key resistance level for silver is the year-to-date high, followed by $37.00, and then $37.49, which is the 13-year high reached on February 29 [2] - If silver prices fall below $36.00, the first support level will be $35.40, followed by $35.00, $34.00, and $33.00 [3]

英国商业大臣：希望英美在周末前就汽车关税达成协议。 ...

4月的跌幅相较于速报值（下跌4.6％）大幅下调，5月跌幅进一步扩大。日生基础研究所的经济调查部 长斋藤太郎表示，"如果25％的关税持续，跌幅可能不会收窄"，并指出"必然会挤压日本国内厂商的收 益"。 如果按日元计算，5月出口价格下跌24.9％。5月的日元汇率为1美元兑换142~146日元区间，相较于上年 同期的1美元兑换151~157日元区间出现上升，由于日元升值、美元贬值，按日元计算的出口价格跌幅 大于按合同货币计算的水平。 资料图 日本央行发布的5月企业物价指数显示，按合同货币计算，日本对北美乘用车出口价格指数同比大跌 18.9％，跌幅与特朗普政府启动25％汽车关税的4月相比进一步扩大。日本车企被认为已开始为了吸收 关税成本而降价…… 日本银行（央行）6月11日发布的5月企业物价指数显示，按合同货币计算，日本对北美乘用车出口价格 指数同比大跌18.9％，降至87.3（2020年=100）。这一指数已连续9个月下跌，与美国特朗普政府启动 25％汽车关税的4月（下跌8.1％）相比，5月跌幅进一步扩大。日本国内汽车制造商被认为已开始为了 吸收关税成本而降价。 出口价格为尚未加上关税的数字，从中可以看出，为了抑制 ...

Core Viewpoint - General Motors plans to invest $4 billion in three U.S. assembly plants to increase domestic production of the Chevrolet Blazer and Chevrolet Equinox, which are currently manufactured in Mexico, amid ongoing trade tensions and tariffs imposed by the Trump administration [1][2][3]. Investment Details - The investment will facilitate the assembly of the Chevrolet Blazer and Chevrolet Equinox in two U.S. plants and convert an idled plant in Michigan to produce gas-powered vehicles instead of all-electric trucks [3]. - This investment will enable GM to assemble over two million vehicles annually in the U.S. [4]. Strategic Context - The announcement comes as trade talks between the Trump administration and Mexican leaders show little progress, with the administration having implemented 25% tariffs on imported vehicles and auto parts earlier this year [2][3]. - GM has been evaluating its North American production strategy in light of these tariffs, adopting a "wait and see" approach until there is more clarity on the regulatory environment [5]. Leadership Statement - GM CEO Mary Barra emphasized the company's commitment to American manufacturing and innovation, stating that the investment supports American jobs and provides customers with a broader range of vehicle choices [4].