汽车股马自达汽车、五十铃汽车和三菱汽车分别上涨2.32%、1.27%、1.28%。 | 序号 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 ▼ | | --- | --- | --- | --- | --- | --- | | T | 7261 | 马自达汽车 | 1123.5d | 25.5 | 2.32% | | 2 | 7211 | 三菱汽车 | 419.2d | 5.3 | 1.28% | | 3 | 7202 | 五十铃汽车 | 2000.5d | 25.0 | 1.27% | | 4 | 7267 | 本田汽车 | 1669.5d | 20.0 | 1.21% | | 5 | 7203 | 丰田汽车 | 2923.0d | 34.0 | 1.18% | | 6 | 7270 | 斯巴鲁 | 3131.0d | 28.0 | 0.90% | | 7 | 7228 | DAYTONA | 3965.0d | 20.0 | 0.51% | | 8 | 7839 | SHOEI | 1854.0d | 8.0 | 0.43% | | O | 7269 | 铃木汽车 | 2089.0d | 5.5 | ...

Group 1 - The Japanese automotive giants Toyota and Honda are expected to report mixed results due to the strong yen and U.S. tariffs impacting profits, despite resilient sales [1] - Toyota's operating profit is projected to decline in the first fiscal quarter, influenced by promotional pricing, rising supply chain costs, and potential tariffs of up to 25% before a trade agreement [1][2] - Honda is also expected to see a slight decrease in operating profit, with a significant 19% reduction in U.S. export prices in June, marking the largest drop since 2016 [1][2] Group 2 - Japan's chief trade negotiator is urging the U.S. to lower tariffs on automobiles and parts to 15%, which could positively impact future earnings guidance from the companies [2] - Toyota has raised its global production target for 2025 to 10 million vehicles, while Honda's profits are expected to increase by 28% in the fiscal year 2026 due to recent tariff relaxations [2] - Following the announcement of the U.S.-Japan trade agreement, Japanese automotive stocks saw significant rebounds, with Honda and Toyota shares rising over 10% [3] Group 3 - The U.S. has agreed to set tariffs on Japanese imports, including automobiles, at 15%, down from the previously threatened 25%, which has relieved pressure on Japanese automakers [3] - Increased government spending in Japan and the impact of U.S. tariffs on industrial giants are expected to support sales and profit growth for companies like Mitsubishi Heavy Industries and Kawasaki Heavy Industries [3][4] - Analysts predict that while Kawasaki Heavy's transportation sector may face challenges from tariffs, its defense sector is likely to drive profit margin expansion [4]

韩国称美国同意将汽车关税降至15%。 ...

（原标题：奔驰突发，净利暴跌69%！股价跳水） 【导读】奔驰净利润暴跌69%，股价跳水 中国基金报记者 安曼 奔驰再度暴跌！ 净利润暴跌69% 7月30日，奔驰发布的最新财报显示，二季度，奔驰营业收入为331.5亿欧元，同比下跌9.8%；息税前利 润同比下跌68.56%至12.7亿欧元，上年同期为40.4亿欧元。 公司将业绩下滑归因于关税、销量下降、定价疲软以及合资企业的贡献减少。 奔驰发出警告称，由于关税打击了其轿车和货车的销售，预计集团今年全年的营收将大幅低于去年。此 前，公司曾表示，由于关税引发的市场波动，其无法提供具有必要确定性的财务指引。 7月27日，美国和欧盟达成协议，将对从欧洲运往美国的汽车征收15%的关税。这比欧洲汽车制造商自4 月份以来支付的27.5%的关税大幅下降，但仍显著高于拜登任期内2.5%的关税水平。 奔驰在华加速"瘦身" 今年以来，奔驰在中国的4S店接连关闭。 3月底，据《新民晚报》报道，有消费者收到奔驰4S店发来的短信，其中提到：因业务调整，上海宝利 德汽车有限公司的梅赛德斯-奔驰授权将于2025年3月24日终止，若尚未使用或兑换的奔驰原厂保养服务 套餐，可通过任何一家授权门店继 ...

Core Viewpoint - Mercedes-Benz's stock has significantly declined, with a drop of 3.19% leading to a market capitalization below €50 billion, reflecting worsening financial performance and market challenges [1][3]. Financial Performance - In Q2, Mercedes-Benz reported a net profit decrease of 69% to €957 million compared to the previous year [3]. - The company's revenue for Q2 was €33.15 billion, down 9.8% year-on-year, while EBIT fell by 68.56% to €1.27 billion from €4.04 billion in the same period last year [4]. Market Challenges - The decline in performance is attributed to tariffs, decreased sales, weak pricing, and reduced contributions from joint ventures [4]. - Mercedes-Benz warned that due to tariffs impacting car and truck sales, the group's annual revenue is expected to be significantly lower than last year [5]. Tariff Impact - A recent agreement between the U.S. and EU will impose a 15% tariff on cars imported from Europe, a reduction from the previous 27.5%, but still higher than the 2.5% tariff during Biden's term [5]. Operational Adjustments in China - Mercedes-Benz is closing several dealerships in China, with reports indicating over 100 dealer reductions planned [6][7]. - In Q2, the company's sales in China fell by 19% to 140,400 units, contributing to a total sales decline of 9% globally to 453,700 units [7][8]. - The shift in consumer preference towards more affordable domestic electric vehicles is impacting Mercedes-Benz's sales in China [8].

Core Viewpoint - Mercedes-Benz reported a significant decline in net profit by 69% in Q2, leading to a drop in stock price and market capitalization below €50 billion [2][4]. Financial Performance - In Q2, Mercedes-Benz's revenue was €33.15 billion, a year-on-year decrease of 9.8% [6]. - The EBIT (Earnings Before Interest and Taxes) fell by 68.56% to €1.27 billion, compared to €4.04 billion in the same period last year [6]. Reasons for Decline - The company attributed the performance decline to tariffs, decreased sales, weak pricing, and reduced contributions from joint ventures [7]. - Mercedes-Benz warned that due to tariffs impacting car and truck sales, the group's annual revenue is expected to be significantly lower than last year [7]. Market Conditions - A recent agreement between the U.S. and EU reduced tariffs on cars exported from Europe to the U.S. from 27.5% to 15%, but this is still higher than the 2.5% tariff during Biden's term [7]. Sales Performance - In Q2, Mercedes-Benz's vehicle sales dropped by 9% to 453,700 units, with a 19% decline in the Chinese market, totaling 140,400 units [10]. - The 2024 financial report indicated that sales in China fell by over 7% to 683,600 units, impacting overall revenue, profit, and sales performance [10]. Strategic Adjustments - Mercedes-Benz is undergoing a "streamlining" process in China, closing multiple dealerships and optimizing its dealer network to improve profitability [8][10]. - Reports suggest that the company plans to reduce over 100 dealerships in China, although this has not been officially confirmed [9].

Core Points - The U.S. and Japan have reached a trade agreement where the U.S. will reduce tariffs on Japanese cars and parts to 15%, while Japan will invest $550 billion in the U.S. and open its markets for cars and rice [1][2] - U.S. automakers express concerns that the reduced tariffs will disadvantage American companies, as they will face higher tariffs on vehicles produced with a significant amount of U.S. parts compared to Japanese imports [2][6] - The agreement may set a precedent for other countries, raising fears among U.S. automakers about potential similar negotiations with the EU and South Korea [6][8] U.S. Automakers' Concerns - U.S. automakers, represented by the American Automotive Policy Council, argue that the deal is detrimental to American industry and workers, as it imposes higher tariffs on domestically produced vehicles with U.S. parts [2][6] - General Motors reported a $1 billion profit drop in Q2 due to tariffs and warned of further losses in the next quarter, while Stellantis expects a $2.7 billion loss in the first half of 2025 [6] - The complexity of the North American automotive supply chain means that U.S. manufacturers are heavily reliant on parts from Mexico and Canada, making them vulnerable to tariff impacts [6] Market Reactions - Following the announcement of the U.S.-Japan trade agreement, stock prices for Toyota and Honda surged, along with shares of Korean and European automakers [7] - The German automotive industry is particularly concerned, as they have seen a significant drop in exports to the U.S. and are advocating for concessions in trade negotiations [7] - South Korean automakers Hyundai and Kia are expected to report significant losses due to tariffs in their upcoming financial results [7][8] Future Trade Negotiations - The U.S. government is reportedly exploring similar agreements with the EU and South Korea, but there are concerns about the implications for U.S. automakers if these countries secure lower tariffs [6][8] - A White House official downplayed the likelihood of similar tariff reductions for other countries, emphasizing that Japan's investment proposal was unique [8]

据日本放送协会报道，日本政府官员表示，日本与美国已同意将汽车关税降低至15%。 ...

Group 1 - The core viewpoint is that if the United States abandons higher automobile tariffs, the European Union will lower import tariffs on American vehicles and recognize certain American product standards in the future [1]

Core Viewpoint - The Indian government plans to gradually reduce tariffs on both internal combustion engine (ICE) vehicles and electric vehicles (EVs) to promote the automotive industry and transition towards cleaner energy sources [1] Group 1: Tariff Reductions - The reduction of tariffs will be implemented in phases, indicating a structured approach to policy changes in the automotive sector [1] - This initiative aims to balance the interests of traditional ICE vehicle manufacturers and the growing EV market [1] Group 2: Industry Impact - The phased tariff reduction is expected to stimulate competition within the automotive industry, potentially leading to lower prices for consumers [1] - The move aligns with global trends towards electrification and sustainability in transportation [1]