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一辆车贵近2000美元!车企涨价保利润,美国消费者将为关税买单
Hua Er Jie Jian Wen· 2025-06-19 08:34
Group 1 - The core issue is that U.S. consumers are expected to bear the burden of $30 billion in auto tariffs, leading to an estimated price increase of approximately $1,760 per vehicle [1] - General Motors and Ford are projected to face tariff impacts of $5 billion and $2.5 billion respectively, with both companies seeking to mitigate these costs through price adjustments [1] - AlixPartners predicts a reduction of about 1 million vehicles in U.S. auto sales over the next three years due to price increases, although sales are expected to rebound to 17 million by 2030, an increase of 1 million from last year [1] Group 2 - AlixPartners forecasts that the 25% auto tariff will eventually decrease to 7.5% for complete vehicles and 5% for parts, aligning with the USMCA agreement [2] - The reduction and elimination of electric vehicle incentives, such as the $7,500 tax credit, are expected to significantly impact consumer behavior, steering buyers away from electric vehicles towards traditional gasoline cars [2] - The forecast for electric vehicle sales has been cut nearly in half, with only 17% of U.S. auto sales expected to be electric by 2030, down from a previous estimate of 31% [2] Group 3 - The policy shift is anticipated to weaken the competitiveness of U.S. automakers, with a sarcastic remark about American manufacturers potentially being the only ones with V8 engines by 2028 [3]