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美国威胁对铜进口征收50%关税,美汽车行业警惕“铜关税”影响
Huan Qiu Shi Bao· 2025-07-13 22:54
【环球时报特约记者 任重】"美国威胁对铜进口征收50%关税的举措正引发美国汽车行业警觉",路透社12日报道称,行业高管、分析人士和专家 表示,该举措可能使汽车制造商和供应商更难消化关税和不断上涨的成本。另据彭博社11日援引消息人士的话报道,美国进口量最大的铜产品类 别——精炼铜,将被纳入征税范围,而这种金属对电网、建筑、汽车制造以及消费电子行业至关重要。 据路透社报道,汽车制造商目前主要依靠库存来避免涨价,但可能被迫将进口税成本转嫁给消费者。路透社对十几位高管、行业分析师和专家的 采访显示,对这些金属征收关税加上美国国内的价格上涨,额外成本正加剧汽车制造商和零部件供应商的财务压力。 路透社援引美国某大型汽车供应商消息人士的话称,公司受到铜、铝和钢铁价格上涨的"显著"影响。他表示这既造成商业摩擦,也导致结构性成 本差距。零部件供应商也在承受压力,悬挂部件制造商Hellwig Products总裁怀特表示,自2018年以来钢铁价格已上涨四倍。钢铁关税引发对美国 供应商的抢购潮,使采购更加困难。怀特表示,该公司通过推迟购买设备或不再为某些空缺职位招聘员工来削减成本。 英国基准矿业情报公司的铜需求和价格首席分析师德荣 ...
145% 关税下企业现状:有的订单暂停,有的加速出海!对话四大行业管理层
Zhi Tong Cai Jing· 2025-04-29 01:54
Group 1: Durable Consumer Goods Industry - Companies reported an average of 35% of revenue from exports to China and 7% from exports to the U.S. [2] - Most companies are continuing to shift production overseas, with some accelerating the pace due to increased U.S. customer orders ahead of the tariff suspension period [2] - Visibility on price renegotiation remains low, with expectations that U.S. customers and end consumers will bear a larger share of tariff costs [2][4] Group 2: Automotive Industry - Automotive manufacturers are optimistic about European market sales, with minimal impact from U.S.-China trade tensions [6] - Parts suppliers are still receiving new orders from U.S. factories, and many have successfully passed on tariff costs to customers [7] - Most suppliers are maintaining their current capacity expansion and capital allocation plans, with some considering building overseas factories [7][8] Group 3: Industrial Technology Industry - Orders for capital goods saw a pause in early April but returned to normal levels by the second week [9] - Companies are facing challenges in negotiating prices due to high tariffs, with many contracts structured to pass tariff costs onto customers [10] - Most companies are expanding capacity in regions like India, Thailand, and Mexico, awaiting clearer tariff policies [11] Group 4: Solar Industry - U.S. orders for solar products have slowed due to uncertainties surrounding the Inflation Reduction Act [15] - Companies are struggling with pricing negotiations as demand weakens, and concerns about potential high tariffs could further suppress downstream demand [15] - Some companies are considering reducing U.S. operations if risks and profitability do not align favorably compared to other regions [16][18]