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].

当前，特朗普政府正在以关税威胁作为筹码开启密集谈判，希望盟友和主要贸易伙伴做出让步，以"换 取"美国对关税的豁免和降级。值得注意的是，汽车始终是美国与其他国家和地区进行谈判的重要议 题，例如日美已经进行了多轮谈判，但由于在汽车关税问题上无法达成一致，双方尚未达成协议。截至 目前，只有3个国家与美国在汽车关税问题上取得积极进展。也就是说，这3个国家出口至美国的汽车， 不用被加征25％的关税，它们分别是英国、加拿大和墨西哥。 英美最先达成贸易协议 汽车输美关税降至10％ 5月8日，英国和美国率先达成贸易协议，这也是自美国总统特朗普宣布实施大规模全球关税以来，美国 对外签署的第一份贸易协议。据报道，为了让美国降低对英国进口汽车的关税，英国政府同意在进口美 国食品与农业产品的相关政策上做出让步。不过，美方仍保留了10％的基准关税。 根据英国政府在5月8日发布的声明，英国汽车出口至美国的关税将从27.5％降至10％，而2023年不到 2％；钢铁和铝关税从25％降至零。这一关税优惠适用于10万辆英国出口至美国的汽车，超过10万辆的 部分则恢复至25％。不过，10万辆几乎相当于2024年英国对美国汽车出口总量。根据英国汽车 ...

这些知情人士说，GR Corolla是横滨元町工厂一条专用生产线上生产的三款高性能车型之一，该工厂已 经满负荷生产。去年该生产线生产了约2.5万辆汽车，其中GR Corolla占了8000辆。 知情人士说，丰田在美国的工厂也面临着对混合动力车和其他车型的强劲需求，因此很难将生产转移到 美国。知情人士称，无论是从日本还是从英国出口，丰田都计划通过削减成本和其他措施来消化关税带 来的成本增加，不会提高价格。 GR系列，包括GR Corolla和GR Yaris，是董事长丰田章男(Akio Toyoda)众所周知的对赛车的热爱而诞生 的一个品牌，并包含了商用车赛车运动的技术。GR Corolla的价格约为600万日元，是标准车型价格的 两倍。虽然越来越多的消费者转向电动和混合动力汽车，但跑车仍然有一群死忠粉丝。 智通财经APP获悉，据两位知情人士透露，丰田汽车(TM.US)正将其GR Corolla跑车的部分生产转移到 英国，并将在那里投资约5600万美元建设一条专门生产线，为北美市场生产出口产品。知情人士表示， 通过将部分生产从日本转移出去，丰田的目标是利用英国的过剩产能，帮助缩短该车的交货等待时间。 他们说，此 ...

Core Viewpoint - There has been a resurgence of investor interest in automakers due to President Trump's indication that automotive tariffs may not be as severe as initially feared, but Ford continues to face significant challenges and is not a strong investment opportunity at this time [1][2]. Group 1: Tariff Impact - The Trump administration clarified that automotive tariffs would not be stacked, allowing for potential rebates on some tariffs for the first two years [4]. - Ford has pulled its full-year guidance for 2025, anticipating a $1.5 billion cost from tariffs this year, despite efforts to mitigate the impact [5]. - Ford's previous guidance projected about $8 billion in EBIT for the full year, but the company reported only $1 billion in EBIT for the first quarter, indicating a significant shortfall [6]. Group 2: Market Sentiment - Consumer sentiment is at its lowest in three years, with concerns about the economy and expectations of rising inflation, which could affect vehicle sales [9]. - The average transaction cost for a new vehicle is approximately $48,700, and tariffs could further increase prices, leading consumers to save rather than spend on new cars [10]. Group 3: Competitive Position - Ford's stock is relatively cheap with a P/E ratio of 8.6, compared to the S&P 500's P/E ratio of 28, and it faces a lower tariff impact than General Motors, which expects a $5 billion impact [11]. - However, the automotive market is fraught with uncertainty, and Ford's sales are projected to decline by 2.4% this year, with only a 1.5% increase expected in 2026 [12].

Core Insights - The impact of the 25% tariffs on imported cars from Mexico and Canada is becoming evident, leading to a significant increase in new car prices in the U.S. [1][2] - The average price of new cars rose by 2.5% in April compared to March, marking the second-largest monthly increase in nearly a decade [1] - Consumer panic buying, driven by expectations of future price increases due to tariffs, is pushing up actual transaction prices [2] Price Trends - The average transaction price for new cars has increased significantly, with a notable rise attributed to consumer behavior rather than manufacturer price hikes [1][2] - The wholesale prices of used cars also saw a year-over-year increase of 4.9% in April, indicating that the tariff effects are spreading to the used car market [3] Inventory and Supply Chain - Dealer inventories have decreased to below 2.6 million vehicles, suggesting potential upward pressure on prices in the coming months [4] - Strong sales and reduced deliveries from importers are contributing to the declining supply, raising concerns about supply chain issues [4]

在受到关税打击后，美国4月份汽车价格飙升 金十数据5月13日讯，数据显示，美国4月份新车价格飙升，这表明特朗普的汽车关税措施正在影响整个 汽车市场。知名汽车数据机构Cox Automotive发布的"凯利蓝皮书"显示， 扣除折扣和促销后，消费者支 付的平均价格较3月份上涨2.5%，是近年来这两个月通常1.1%涨幅的两倍多。在过去十年中，涨幅最大 的一次是在2020年4月，当时疫情导致工厂停工期间，价格上涨了2.7%。美国对包括主要贸易伙伴墨西 哥和加拿大在内的许多国家的汽车进口征收25%的关税，汽车制造商正在适应这种情况，但很少有制造 商提高标价。现代、福特和斯泰兰蒂斯等公司甚至推出了一些优惠措施。不过，经销商和汽车业高管表 示，过去几个月消费者需求有所上升，因为买家急于赶在关税导致价格上涨之前购买汽车。这导致新车 购买者在经销商那里平均花费更多。Cox执行分析师艾琳·基廷表示，即使汽车制造商保持价格稳定，消 费者对关税最终将推高价格的预期也可能导致某些车型的通胀。 ...