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].

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 ...