16日的对日关税下调，意味着美国政府开始履行7月日美达成协议的内容。除了汽车关税外，特朗普于4 日签署的总统令中，还列入了对日本适用对等关税减负措施，以及将飞机零部件关税降至零的措施…… 美国特朗普政府将于美国东部时间9月16日凌晨0点1分（日本时间16日下午1点1分）对日本下调汽车关 税，当天将在《联邦公报》上刊登。加上现行的2.5％关税，日本出口至美国的汽车关税负担将从27.5％ 降至15％。 特朗普政府于9月15日公布了这一消息。美国总统特朗普于4日签署总统令，决定根据日美贸易协议将 25％的对日汽车关税下调至12.5％。 特朗普还在总统令中列入了对日本适用对等关税减负措施，以及将飞机零部件关税降至零的措施。 飞机零部件方面，包括发动机零部件、飞机用蓄电池、机舱内显示器、雷达、空调设备等超过490个品 类已从特朗普关税对象名单中移除。 飞机零部件中曾包含之前作为"衍生产品"被征收钢铝关税等的零部件，自16日凌晨0点1分起，这些税负 也将取消。 16日的对日关税下调，意味着美国政府开始履行7月日美达成协议的内容。特朗普4日签署总统令时，日 本经济财政再生相赤泽亮正曾在记者会上显示出预期称，"（距离实际下调 ...

Group 1 - Japan's actual GDP is estimated to decrease by 0.2% with a 10% reciprocal tariff and by 0.4% if the tariff increases to 25% [2][5] - The export value of Japan in 2024 is projected to be 107.0879 trillion yen, with exports to the US amounting to 21.2947 trillion yen, representing about 20% of total exports [2] - The total export value of aircraft parts, including those exported to the US, is 307.9 billion yen, with 76.5% of this amount going to the US [4] Group 2 - The export ratio of construction and mining machinery to the US exceeds 50%, with Komatsu's sales in North America accounting for 30% of its total sales [5] - The machine tool and metal processing machinery export ratio to the US is 23.4%, with US orders making up about 20% of total orders for Japanese manufacturers [5] - The Japan Economic Federation expressed concerns that the new tariff rates would have a significant impact on Japanese companies' investment strategies and profitability [5] Group 3 - The Imperial Credit Corporation predicted a 5% increase in domestic bankruptcies in Japan for the fiscal year 2025, reaching 10,574 cases, if tariffs rise to 24% [6] - The chief researcher at the Imperial Credit Corporation indicated that if tariffs increase to 25%, the number of bankrupt companies is likely to rise further [6]

Group 1 - The imposition of a 10% reciprocal tariff and tariffs on the automotive industry is estimated to reduce Japan's real GDP by 0.2%, while an increase to 25% would expand the GDP decline to 0.4% [1][3] - Japan's exports to the United States account for approximately 20% of its total exports, with significant products affected by the potential 25% tariffs, including aircraft parts and construction machinery [1][2] - The construction machinery sector, particularly companies like Komatsu, has over 50% of its exports directed to the U.S., indicating a substantial impact from increased tariffs [2] Group 2 - The total export value of aircraft parts from Japan is 307.9 billion yen, with 76.5% of this amount going to the U.S., highlighting the vulnerability of this sector to tariff increases [1] - Major Japanese manufacturers in the metal processing machinery sector, such as DMG Mori and Makino Milling Machine, are planning to pass on tariff costs to customers as additional fees, reflecting the broader industry strategy to mitigate financial impacts [2] - The Japan Economic Federation (Keidanren) has expressed significant concern regarding the potential impact of increased tariffs on corporate investment strategies and profitability, indicating a widespread sentiment of crisis among Japanese businesses [2]

Group 1 - The new US tariff policy is expected to increase pressure on the already fragile economies of Japan and South Korea [1][2] - The US will impose tariffs ranging from 25% to 40% on imports from Japan and South Korea starting August 1, with a 25% tariff specifically on Japanese and Korean products [1][3] - Japan and South Korea have expressed regret over the tariffs and are seeking to negotiate with the US to protect their national interests [4][5] Group 2 - The automotive industry in both Japan and South Korea has already been impacted by previous US tariffs, leading to negative export growth in May [2][4] - Japan's exports to the US fell by 11.1% in May, with a significant 24.7% drop in automotive exports, marking the first decline in overall exports in eight months [4][7] - South Korea's exports to the US decreased by 8.1% in May, primarily due to a reduction in automotive exports, contributing to an overall export decline of 1.3% [4][8] Group 3 - The US tariffs are seen as a means to pressure Japan and South Korea into making concessions in future trade negotiations, particularly in sectors where the US has a trade deficit [3][9] - Japan's economy is highly dependent on exports, with estimates suggesting a potential 20-30% decrease in exports to the US if all proposed tariffs are enacted [7][9] - South Korea's economy is also vulnerable, with a potential risk of recession if negotiations with the US fail, as indicated by a recent downgrade in its potential growth rate [8][9] Group 4 - The tariffs are likely to disrupt supply chains in the Asia-Pacific region, increasing costs and investment risks for companies [9] - Strengthening regional cooperation through agreements like the Regional Comprehensive Economic Partnership (RCEP) could help mitigate the negative impacts of US tariffs [9]

Group 1 - The US-EU trade negotiations have not made significant progress, with discussions expected to continue until the weekend [1] - The EU aims to reach a principle agreement with the US by July 9, and if not, seeks to extend the deadline for tariff increases [1][2] - The focus of the negotiations is on tariff exemptions for goods such as aircraft parts and spirits [1] Group 2 - Core demands between the US and EU are significantly divergent, with the EU willing to make concessions on purchasing US agricultural products, weapons, and LNG, while the US insists on addressing the trade deficit with demands on non-tariff barriers [2] - The US has imposed a 50% tariff on EU steel and aluminum products, a 25% tariff on automobiles, and a 10% baseline tariff on nearly all other goods [3] - The EU has postponed retaliatory tariffs on $210 billion worth of US imports until July 14, and is considering a second set of countermeasures initially estimated at €95 billion, now reduced to €72 billion [3] Group 3 - Goldman Sachs predicts that the most likely outcome of the US-EU trade negotiations will be a limited compromise [4]

Group 1 - The U.S. Secretary of Commerce emphasizes the need for the pharmaceutical, aircraft parts, and automotive manufacturing industries to reshore their operations [1]

日本首相石破茂：在日美贸易谈判中，汽车、农业、飞机零部件与安全问题无关。 ...