产能互补抗关税 这一合作探讨背后，是日系车企在北美市场的集体承压。美国政府今年4月起对进口车加征25%的关税，严重冲击倚重美国市场的日本车企。不少车 企为了保住市场份额暂缓提价，导致成本大幅上升、利润显著下降。 据《日本经济新闻》估计，2025上半财年（2025年4-9月），美国加征关税给日本七大车企（丰田、本田、日产、马自达、三菱、斯巴鲁、铃木）造 成总计1.5万亿日元（约合人民币686亿元）的损失。其中，日产净亏损2219亿日元，马自达净亏损452亿日元，三菱净亏损92亿日元。加藤隆雄在被问及 美国加征关税的后续影响时面露难色，表示"无法预测"。 与同行不同，三菱在美国没有整车生产基地，欧蓝德、奕歌等在美销售车型依赖进口，关税压力下北美业务亏损加剧。虽然后续美国与日本达成协 议，将日系车进口关税下调至15%，但较最初2.5%的税率依然有大幅攀升。规模方面，2024财年（2024年4月-2025年3月），三菱在美国的销量总计11.3万 辆，不及丰田或本田的1/10。加藤隆雄承认，仅凭三菱独立经营北美业务是绝对困难的。三菱急需借助他人的美国工厂生产来规避关税、降低成本。 至于日产，在美国密西西比州坎顿、田纳西 ...

Core Viewpoint - Mitsubishi Motors is set to officially exit the Chinese market by 2025, primarily due to ongoing losses at GAC Mitsubishi and a slow response to the electrification transition [1][15][16]. Group 1: Historical Context - Mitsubishi Motors began its journey in China in the 1980s, with the establishment of Shenyang Aerospace Mitsubishi in 1997 marking a significant turning point, as its 4G6 engine series became crucial for many early domestic brands [3][4]. - At its peak, Mitsubishi engines powered 30% of domestic vehicles, earning it the title of "father of domestic cars" [4][6]. - The Pajero, a legendary off-road vehicle, became a symbol of Mitsubishi's success, achieving multiple Dakar Rally championships and high market share in the 1990s [6][10]. Group 2: Decline and Challenges - The decline of Mitsubishi's reputation in China began with a brake line incident in 2000, leading to a series of product stagnations and failures to innovate [9][10]. - From 2016 onwards, Mitsubishi struggled with product updates, with models like the 2018 Outlander lagging behind competitors in technology [9][10]. - The company's sales in China plummeted, with GAC Mitsubishi's net assets dropping to negative 1.415 billion yuan by mid-2023, leading to the closure of its operations [16][18]. Group 3: Market Dynamics - The rapid rise of electric vehicles in China, with penetration rates soaring from 5% in 2018 to over 50% by mid-2025, left Mitsubishi behind due to its rigid decision-making processes [10][17]. - Despite attempts to pivot towards electric vehicles, Mitsubishi's first pure electric model, the Atto 3, launched in 2022, failed to gain traction, with monthly sales remaining in the double digits [15][16]. - The exit of Mitsubishi reflects broader trends of foreign automakers struggling in the Chinese market, with brands like Jeep and Acura also ceasing operations [19][20]. Group 4: Future Outlook - Mitsubishi plans to shift its focus to the U.S. market, collaborating with Nissan to produce SUVs, while its former manufacturing facilities in China are being repurposed by domestic brands for R&D [18][22]. - The automotive landscape in China is evolving rapidly, with domestic brands like BYD and Geely outperforming traditional players, indicating a significant shift in market dynamics [20][21].

Group 1 - Mitsubishi Motors Corporation is raising the prices of certain models in the U.S. market by an average of 2.1% due to the impact of tariffs imposed by President Donald Trump on imported cars and parts [1] - The price increase will apply to gasoline versions of the Outlander, Outlander Sport, and Eclipse Cross models, effective for vehicles delivered after the price adjustment [1] - The Japanese automotive industry is facing a potential loss of $19 billion due to these tariffs, which could also affect the Japanese national economy [1] Group 2 - The automotive industry accounts for approximately 10% of Japan's GDP and one-third of Japan's exports to the U.S., making it a critical sector for the Japanese economy [2] - Japanese Prime Minister Shigeru Ishiba is under pressure to negotiate with Trump to reduce the 25% tariffs on imported cars and parts, but no trade agreement was reached during the G7 summit [2] - Several automakers are adjusting their strategies in response to the tariffs, with Honda delaying its $11 billion electric vehicle supply chain expansion in Canada and Subaru reassessing all investments [2]