Core Viewpoint - The signing of an executive order by President Trump aims to alleviate the impact of automotive tariffs, responding to intense lobbying from manufacturers, suppliers, and dealers, while the industry continues to face significant pressures from existing tariffs [1] Group 1: Executive Order Details - The executive order signed on Air Force One exempts imported cars from additional tariffs on aluminum and steel to avoid cumulative tariff effects [1] - The U.S. Department of Commerce announced adjustments to the previously planned 25% tariff on auto parts, allowing companies that produce and sell complete vehicles in the U.S. to apply for a tariff deduction of up to 3.75% of the vehicle's value [1] - This deduction will decrease to a maximum of 2.5% after one year and will be eliminated in the following year, applicable to vehicles produced after April 3 [1] Group 2: Industry Impact - Despite the adjustments aimed at reducing cost pressures for manufacturers, suppliers, and dealers, the actual financial relief remains uncertain [1] - The automotive industry is still grappling with the existing 25% tariff on imported vehicles, which could significantly increase industry costs and exacerbate supply chain pressures [1]

美国商务部部长卢特尼克(Howard Lutnick)在一份声明中表示："这项协议是特朗普总统贸易政策的重大 胜利，它奖励了在美国国内生产的公司，同时为表达了在美国投资和扩大国内制造业承诺的制造商提供 了发展空间。" 知情人士还透露，特朗普政府将允许汽车制造商在一年内获得相当于美国制造汽车价值3.75%的关税补 偿，第二年的补贴将降至汽车价值的2.75%，然后逐步取消。逐步取消补贴意在推动汽车制造商将更多 的供应链转移至美国，同时也给他们时间来适应。 福特汽车首席执行官Jim Farley在一份声明中表示："福特欢迎并感谢特朗普总统做出的这些决定，这将 有助于缓解关税对汽车制造商、供应商及消费者的影响。我们将继续与政府密切合作，以支持总统建设 一个健康且不断增长的美国汽车产业的愿景。"通用汽车首席执行官Mary Barra则在声明中表示："我们 认为，总统的领导正在帮助为像通用汽车这样公司创造一个公平竞争的环境，并使我们能够在美国经济 中进行更多投资。" 受此消息影响，美股汽车股盘前上涨。截至发稿，周二美股盘前，Stellantis(STLA.US)、通用汽车 (GM.US)、福特汽车(F.US)均涨约1%。 ...