特朗普的关税政策实施后不久，其负面影响已经在全球范围内显现出来。虽然中国、巴西等国家也受到 了影响，但最为痛苦的却是美国的盟友们。日韩以及欧洲各国纷纷陷入了焦虑之中，甚至对美国的态度 产生了强烈的不满。 日韩欧的焦虑情绪 2025年8月1日，美国总统特朗普签署了一项行政命令，正式确定了各国的关税额度。针对欧盟、日韩等 国家，美国将对其施加15%的关税，此外还要求它们投资至少1000亿美元的资金进入美国市场。欧盟和 日本的计划很清楚——通过投资换取更低的关税，希望能够为本国企业争取更多的喘息空间。 作为日本的支柱性产业之一，汽车制造业遭遇了沉重打击。就在特朗普关税生效后的4月到6月，日方对 美汽车出口出现了连续三个月的同比下降。丰田汽车公司表示，受关税影响，其2025年整体收入将减少 1.4万亿日元，净利润大幅下降至2.66万亿日元，损失几乎占到原本利润的一半。而日产汽车则采取了紧 急自救措施，全球裁员2万，关闭7家工厂，全力压缩成本以维持盈利。预计这一局面在2025年第三季度 将更加严峻，甚至可能导致日本经济出现负增长。 然而，距离8月7日关税生效还有不到两周的时间，尽管特朗普的大框架已基本确定，但很多重要的 ...

奔驰下半年开局迎来了更严峻的挑战。 在今年上半年在华销量同比大幅下跌14%后，奔驰下半年开局迎来了更严峻的挑战。 懂车帝发布的数据显示，奔驰7月在中国市场的零售量达26653辆，环比下降超过了40%，这是近5年来 奔驰月销量首次跌破2.7万辆。同时，近3年来，该品牌第二低的月销量为3.6万辆，比刚刚过去的七月也 要多卖出超过9000辆。 奔驰7月在售车型的销量都没有突破万辆，即便是销售主力车型也全部大幅下跌，其中，7月销量最高的 奔驰E级仅达7700辆，奔驰GLC和奔驰C级的销量分别为7514辆和6870辆。而GLB的销量仅为1150辆， 其他车型销量均在1000辆以下。 以奔驰为代表的豪华车企正在面临转型挑战。中国新能源车快速发展，问界、理想、蔚来等电动车品牌 销量不断上涨，蚕食豪华车市场份额。同时，面临激烈市场竞争环境，豪华品牌终端价格已出现大幅跳 水。此前，相较于竞争对手，奔驰在终端价格较为坚挺，但今年奔驰终端产品也在大幅降价。懂车帝数 据显示，奔驰C级价格最大降幅36%，优惠12万元，奔驰E级最大降幅约为20%，优惠10万元。 今年第一季度，奔驰高层公开表示，EQ系列将不再独立运作，回归到主流产品序列 ...

Group 1 - The cumulative retail sales of passenger cars reached 10.901 million units in the first half of the year, representing a year-on-year growth of 10.8%. The market share of domestic brands is 64%, an increase of 7.5 percentage points compared to the same period last year [1][2] - The top ten car manufacturers by sales have undergone a reshuffle, with BYD maintaining the first position, followed by Geely, FAW-Volkswagen, Changan, and Chery, all exceeding 600,000 units in sales. BYD and Geely surpassed one million units sold [1] - The traditional dominance of SAIC Volkswagen, FAW-Volkswagen, and SAIC-GM in the top three has changed, with only FAW-Volkswagen remaining in the top ten, while SAIC-GM has dropped out [1][2] Group 2 - The overall performance of domestic brands in the first half of the year was strong, with significant growth in the new energy vehicle sector led by companies like BYD, Geely, and Changan, as well as breakthroughs in overseas markets [2] - The market is experiencing intensified competition, with some companies facing declining sales and potential marginalization. Sustainable development requires companies to solidify their advantages in electric vehicle technology, expand scale effectively, and build differentiated competitiveness [3] - The market has shown resilience due to policies promoting consumption, with local governments implementing measures to stimulate sales, leading to a positive trend in June. However, a structural differentiation in growth is evident, with traditional fuel vehicle production capacity remaining high amid a shrinking market [3]

Group 1 - The core issue is that China has not imported any U.S. crude oil for two consecutive months, resulting in the cancellation of 18 million barrels of orders, leading to over $10 billion in losses for U.S. shale oil companies [1][3] - The U.S. oil export volume has reached a five-year low due to this situation, with 40% of drilling platforms in Texas being shut down and thousands of workers losing their jobs [3][4] - The U.S. shale oil production cost has risen to $65 per barrel, while the current international oil price is only $61, indicating a loss of $4 for every barrel sold [3] Group 2 - China's refusal to purchase U.S. crude oil is supported by its strategic reserves and a significant reduction in traditional fuel demand due to the rapid development of its new energy vehicle sector [6] - Russia has expressed readiness to supply as much oil as China needs, while OPEC plans to increase oil production, further diminishing U.S. leverage in the energy market [6] - The U.S. has lost its competitive edge in various sectors, including agriculture, where imports of U.S. soybeans and other products have drastically decreased since the trade war began [9]