Core Viewpoint - Japan's exports to the United States fell by 13.8% year-on-year in August, marking the largest monthly decline in over four years, primarily due to the impact of U.S. tariff policies [1] Group 1: Trade Statistics - Japan's exports to the U.S. decreased to 1.39 trillion yen (approximately 9.5 billion USD) in August [1] - Overall exports from Japan declined by 0.1% year-on-year, while imports fell by 5.2%, resulting in a trade deficit of 242.5 billion yen (approximately 1.66 billion USD) for the month [1] Group 2: Affected Industries - Significant declines in exports were noted in sectors such as automobiles, construction and mining machinery, and semiconductor manufacturing equipment [1] - Exports of automobiles and auto parts account for about one-third of Japan's total exports to the U.S. [1] Group 3: Company Responses - To mitigate the effects of tariff policies, some Japanese automakers, including Toyota, have been forced to lower prices to maintain sales [1] - Companies like Mitsubishi and Mazda are actively reducing exports of low-margin vehicles to the U.S. and are seeking to expand sales in markets outside the U.S. [1]

此间媒体和专家分析说，汽车及汽车零部件出口约占日本对美出口总额的三分之一，美国汽车关税政策 对日本出口影响巨大。为了对冲关税政策影响，丰田等部分日本汽车制造商被迫降价保销量，与此同时 三菱、马自达则开始主动减少盈利较低的低价车对美出口，积极开拓美国之外的市场销路。 （文章来源：新华财经） 新华财经东京9月17日电（记者刘春燕）日本财务省17日公布的贸易统计结果显示，受美国关税政策影 响，日本对美出口额自今年4月以来连续5个月同比下降。 报告显示，8月由于日本对美国汽车、建筑及矿山机械、汽车部件等产品出口同比大幅下降，出口额降 幅分别达28.4%、26.1%、38.9%，拖累当月日本对美出口额同比下降13.8%至1.39万亿日元（约146日元 合1美元）。 受此影响，8月日本整体出口额同比减少0.1%至8.43万亿日元；受益于日元升值，8月进口额同比减少 5.2%至8.67万亿日元；当月贸易逆差2425亿日元。 ...