导读：彭博社则在报道中举例称，蒂里希的乐观表态与特斯拉近期销量数据形成反差。 （文 / 观察者网 周盛明 编辑 / 高莘） 值得注意的是，关于特斯拉德国工厂具体将会提升多少产量，蒂里希并未提供明确数字。 彭博社则在报道中举例称，蒂里希的乐观表态与特斯拉近期销量数据形成反差。 "特斯拉上月在德国的新车注册量下滑39%，今年前八个月累计暴跌56%。特斯拉在法国、比利时、丹 麦和瑞典的8月销量也大幅下跌。唯一的例外是挪威，当地特斯拉注册量上月增长21%，今年累计增长 26%。"彭博社表示。 观察者网注意到，随着加拿大对中国产电动车大幅加征关税、并对部分美国产电动车征收更高税率，特 斯拉从今年9月开始从德国工厂出口Model Y车型供给加拿大市场。 这也意味着特斯拉的全球供应链发生重大调整，或将直接影响特斯拉德国工厂的产能规划。据悉，此前 加拿大市场销售的Model Y车型大部分来自特斯拉美国工厂，少部分来自特斯拉中国工厂。 本文系观察者网独家稿件，未经授权，不得转载。 2025年9月14日，特斯拉德国工厂负责人安德烈·蒂里希（André Thierig）向德新社表示，由于销量表现 强劲，特斯拉计划在今年三季度、四季 ...

Group 1 - The United States has imposed an unprecedented double tariff of 30% on Japanese goods, which includes an additional 15% on top of the existing 15% tariff, significantly increasing costs for Japanese exports such as automotive parts and electronics [1][3] - Japanese companies, including Toyota and Sony, are expressing strong concerns that the tariff measures will severely impact their competitiveness in the U.S. market, prompting them to consider establishing manufacturing plants in the U.S. to mitigate tariff impacts [3][5] - The U.S. has also threatened to impose a 100% tariff on imported chips and chip-containing products, while offering exemptions for companies that build factories in the U.S., creating pressure for businesses to relocate and affecting global supply chains [5][10] Group 2 - The trade tensions have led to a significant increase in costs for Swiss exports, with punitive tariffs reaching 39%, serving as a warning for Japan about potential further escalations in U.S. tariffs [5][10] - The Federal Reserve's potential interest rate cuts could lead to a depreciation of the dollar, which would further increase the price of Japanese goods in the U.S. market, compounding the challenges faced by Japanese exporters already burdened by tariffs [7][8] - Japan's heavy reliance on exports to the U.S. leaves it in a vulnerable position, with limited options for retaliation against U.S. tariff threats, which could lead to a destabilization of global supply chains and increased costs for consumers worldwide [10][12]

Economic Data Summary - In July, economic data showed that external demand was stronger than internal demand, with production growth outpacing demand growth. The industrial output and service production index in constant prices grew by 5.7% and 5.8% year-on-year, respectively, while prices remained at a low level for the year [2][3][4] - The retail sales in July increased by 3.7% year-on-year, down from 4.8% in the previous month. Fixed asset investment for the first seven months saw a cumulative year-on-year decline of 1.2 percentage points to 1.6%, with manufacturing, infrastructure, and real estate investments all showing a downward trend [3][4] Automotive Sales Trends - In early August, automotive sales turned negative, with retail sales of passenger cars from August 1 to 10 reaching 452,000 units, a 4% decrease compared to the same period last year. Factors contributing to this decline included reduced "trade-in" incentives, diminished promotional discounts, and lower loan rebates [6][10] - The outlook for automotive sales remains weak, although the third batch of subsidy funds was distributed in late July, which may gradually restart "trade-in" programs in some regions. However, the intensity of price wars in the automotive sector has decreased, leading to higher consumer purchase costs and sustained high levels of consumer hesitation [10] U.S. Tariff Increases - In June, the U.S. customs reported an increase in tariff rates, with the overall tariff rate rising to 10%. The tariff rate on China decreased from 48.2% in May to 40.3% in June, with expectations that it will stabilize around 40% moving forward, which is an increase of 29.3 percentage points compared to 2024 [11][13] - Tariff rates for other major trading partners, such as Vietnam, Japan, and Germany, also increased to 9.3%, 15.9%, and 11.8%, respectively, which may further suppress U.S. import demand [14] South Korea Export Data - In early August, South Korea's export data showed a decline, with exports falling by 4.3% year-on-year in the first ten days of August, following two months of positive growth. This decline is attributed to the U.S. imposing a 15% tariff on South Korean goods [15][17] - The number of container ships departing from China to the U.S. remained low, while the number heading to Vietnam also began to decline in early August. However, China's port cargo throughput and container throughput showed a significant rebound in the second week of August, with week-on-week increases of 10.9% and 19.6%, respectively [17] Commodity Price Trends - The prices of major commodities showed a weak performance in early August, with 18 out of 50 tracked production materials experiencing price increases, while 29 saw declines. Notably, coking coal and coke prices led the gains, while agricultural products and non-ferrous metals performed poorly [17]

Economic Data Summary - July economic data indicates that external demand is stronger than internal demand, production is stronger than consumption, and constant price metrics outperform current price metrics[4] - In July, industrial output and service production indices grew by 5.7% and 5.8% year-on-year, respectively, with GDP growth estimated at around 5% in constant prices[4] - Retail sales in July increased by 3.7% year-on-year, down from 4.8% in the previous month, while fixed asset investment saw a cumulative year-on-year decline of 1.6%[4] Automotive Market Insights - In August, national retail sales of passenger cars reached 452,000 units from August 1-10, a 4% decrease compared to the same period last year[7] - The automotive market has been negatively impacted by reduced "trade-in" policy effectiveness and declining promotional efforts, leading to a 1.5% year-on-year drop in July retail sales[7] Trade and Tariff Developments - In June, the U.S. tariff rate increased to 10%, with tariffs on Chinese goods decreasing from 48.2% in May to 40.3% in June[11] - The tariff rates for major trading partners like Vietnam, Japan, and Germany also increased, potentially suppressing U.S. import demand[11] Commodity Price Trends - Overall commodity prices showed weakness in early August, with coking coal and coke prices rising by 9.6% and 3.6% respectively compared to late July[16] - The Producer Price Index (PPI) is expected to rebound to around -3% year-on-year due to low base effects from the previous year[16] Risks and Market Outlook - Risks include U.S.-China trade tensions, tariff increases, and global supply chain adjustments, which may lead to export volatility and declining corporate profits[3] - Ongoing geopolitical changes and international market fluctuations could continue to impact commodity prices and related industries[3]