Group 1 - The recent macroeconomic and industry data from Japan indicates that the U.S. government's tariff policy has severely impacted the Japanese automotive industry, hindering Japan's economic recovery [1][3] - Japan's Ministry of Finance reported that exports to the U.S. have declined for three consecutive months from April to June, with the rate of decline increasing [1] - The tariff rate on Japanese imported cars was raised from 2.5% to 27.5% on April 3, leading to a significant reduction in Japan's automotive exports to the U.S., which fell by 26.7% in June [3] Group 2 - The Kyushu region experienced the largest decline in automotive exports, with export volume down by 67.8% and export value down by 76.3% [3] - The automotive industry is a core sector of the Japanese economy, and the decline in exports will adversely affect related parts industries and regional economies [3] - The Japanese Cabinet Office revised its GDP growth forecast for the fiscal year 2025 (April 2025 to March 2026) down from 1.2% to 0.7% due to the negative impact of U.S. tariffs [3]

Core Viewpoint - Japan's exports to the United States have been significantly impacted by U.S. tariff policies, particularly in the automotive sector, leading to a continuous decline in export figures for three consecutive months [1] Export Performance - In June, Japan's automotive exports to the U.S. decreased by 26.7% year-on-year, contributing to an overall decline in exports to the U.S. of 11.4%, amounting to 1.71 trillion yen (approximately 11.55 billion USD) [1] - Japan's total exports in June fell by 0.5% year-on-year to 9.16 trillion yen, marking the second consecutive month of decline [1] Trade Balance - For the first half of the year, Japan's total exports increased by 3.6% year-on-year, driven by growth in semiconductor manufacturing equipment, automobiles, and food exports [1] - Conversely, Japan's total imports rose by 1.3% year-on-year, influenced by increased imports of pharmaceuticals, communication equipment, and computers [1] - Japan's trade deficit expanded to 2.22 trillion yen in the first half of the year, while a trade surplus of 4.13 trillion yen was recorded with the U.S. [1] Impact of Tariffs - Automotive and automotive parts account for approximately one-third of Japan's exports to the U.S., and the 25% tariff on imported vehicles has had a substantial negative impact on these exports [1] - In response to U.S. tariff policies, Japanese automakers are compelled to lower prices or prioritize the export of lower-priced models, which is likely to squeeze profit margins for manufacturers [1]

赤泽亮正强调，他将"要求美方解释相关经过，并落实双方已达成一致的内容"。 赤泽亮正还说，日美已就将汽车及汽车零部件关税下调至15%达成一致，但具体下调时间尚未确定，他 此行的紧迫任务将是寻求美方尽快落实。他此前已表示，日本汽车及汽车零部件目前被美方征收27.5% 的关税，相关产业每一天都在遭受巨额损失。 赤泽亮正表示，此前与美方反复确认，针对现有税率低于15%的商品，在8月税率提高后总税率应为 15%。而美国政府日前发布的公告显示，日本已被征税商品需在现有税率之上再加15%，内容与协议不 符，对日本不利。 据新华社电 《日本经济新闻》网站报道，日本时间8月6日上午，正在美国访问的日本经济再生大臣赤 泽亮正对记者表示，美国方面公布的8月7日开始征收关税的官方公告与此前日美双方达成的协议不一 致，将使日本面临更高关税，日本要求美方予以纠正。 7月22日，美国与日本达成贸易协议，日本适用的"对等关税"税率将为15%。由于"对等关税"包含所谓 10%的"基准关税"4月起已在征收，8月起日本适用的税率将从10%提高到15%。 ...

赤泽还表示，日美已就将汽车关税降至15%达成一致，但由于英国在与美国达成协议后，实际降低汽车 关税花费了一定时间，他此行将寻求美方尽早予以落实。赤泽此前表示，日本汽车及汽车零部件目前被 美方征收27.5%的关税，每一天都在遭受巨额损失，督促美方尽早落实协议，将关税降至15%是他最紧 迫的任务。 资讯编辑：沈一冰 021-26093395 资讯监督：乐卫扬 021-26093827 资讯投诉：陈跃进 021-26093100 赤泽强调，将"要求美方解释相关经过，并落实双方已达成一致的内容"。 据《日本经济新闻》网站报道，日本时间6日上午，正在美国访问的日本经济再生大臣赤泽亮正在当地 对记者表示，美国方面公布的关于8月7日开始征税的官方公告与之前日美双方达成的协议不一致，使日 本面临更高的关税，日本要求美方对此予以纠正。 此外，就日美达成的贸易协议中日方承诺向美国投资5500亿美元，美国总统特朗普日前表示，"我们可 以随心所欲地用于各种投资。"赤泽表示，"如果对日本企业和日本经济没有好处，我们无法予以合 作。" 7月22日，特朗普宣布与日本达成贸易协议，日本适用的"对等关税"税率将从25%降至15%。由于"对等 ...

Group 1 - Japan's Economic Revitalization Minister, Akizumi, expressed concerns that the U.S. announcement regarding tariffs starting August 7 is inconsistent with the previously agreed trade deal, leading to higher tariffs for Japan [1] - The trade agreement reached on July 22 stipulated that Japan's "equivalent tariff" rate would be 15%, but the U.S. announcement indicates an additional 15% on top of the existing rates, which contradicts the agreement [1] - Akizumi emphasized the need for the U.S. to clarify the situation and adhere to the agreed terms, particularly regarding the tariffs on automobiles and auto parts, which currently face a 27.5% tariff [1] Group 2 - The U.S. President Trump mentioned that Japan's commitment to invest $550 billion could be utilized for various investments at the discretion of the U.S. [2] - Akizumi responded that Japan cannot cooperate if the investments do not benefit Japanese companies and the economy [2]

格隆汇8月5日丨欧盟官员周二表示，欧盟商品进入美国时面临的15%关税是全包的，包含最惠国税率， 这与其他一些与美国有协议的国家不同。该官员表示，15%的税率适用于除钢铁和铝以外的所有商品。 目前，药品和半导体的关税为零，但如果这些商品因美国232调查而上调，关税也将不超过15%。此 15%的上限也适用于汽车及汽车零部件。汽车及汽车零部件则没有配额或限制。 （责任编辑：宋政 HN002） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com ...

Core Viewpoint - The total tariff on Japanese automobiles and auto parts will reach 15% according to officials from the Trump administration [1] Group 1 - The announcement indicates a significant increase in tariffs, which could impact the pricing and competitiveness of Japanese automotive products in the U.S. market [1] - This move is part of broader trade negotiations and reflects ongoing tensions between the U.S. and Japan regarding trade practices [1]

Group 1 - The core point of the article is that the EU is making efforts to reach a trade agreement with the US before the deadline of July 9, in order to avoid an escalation of the tariff war [1][3] - The EU is willing to accept a 10% baseline tariff on many products imported from the EU, in exchange for the US lowering tariffs on key industries such as pharmaceuticals, alcohol, semiconductors, and commercial aircraft [1][3] - The EU is also urging the US to provide quotas and exemptions to effectively reduce the 25% tariff on automobiles and auto parts, as well as the 50% tariff on steel and aluminum [1][3] Group 2 - Following the news of potential trade agreement optimism, the euro strengthened against the dollar, reaching a high of 1.1780, marking a 0.5% increase and the highest level since September 2021 [3] - EU Commission President Ursula von der Leyen expressed confidence in reaching an agreement before the deadline, indicating a shift in the attitude of EU leaders towards accepting some level of imbalance in the agreement to avoid escalating trade tensions [3][4] - The EU leaders, including German Chancellor Merkel and French President Macron, have shown varying degrees of support for a quick agreement, with Macron emphasizing the need for a "quick and pragmatic" deal without accepting imbalanced terms [4] Group 3 - There are concerns within the EU about a rushed agreement potentially leading to significant imbalances, where the deal may favor the US at the expense of the EU [5] - The EU's chief negotiator, Valdis Dombrovskis, is set to meet with US trade representatives to seek a fair import tariff agreement that provides more predictability for businesses [5][6] - The EU has denied any possibility of concessions in technology sector regulations during the trade negotiations, reaffirming that their legislative framework will not be altered based on third-country actions [5][6]

Core Points - The U.S. government has announced an increase in Section 232 tariffs on imported steel and aluminum products from 25% to 50%, effective June 4, 2025 [1][2] - Specific guidelines have been issued regarding the application of these tariffs, including exemptions and conditions for imports from certain countries [2][4] Tariff Details - The new tariff rate of 50% applies to steel and aluminum products imported for consumption or withdrawn from bonded warehouses starting June 4, 2025, unless modified or terminated [2] - Steel and aluminum products imported from the UK will maintain a 25% tariff, with potential adjustments based on trade agreements starting July 9, 2025 [2] - Aluminum products from Russia and those containing Russian-sourced aluminum will incur a 200% tariff under the existing Section 232 provisions [2] Exemptions and Special Cases - Certain steel and aluminum products processed in other countries but made from U.S.-sourced materials will be subject to a 0% tariff [3] - Goods qualifying for the USMCA preferential treatment will not be affected by the IEEPA tariffs imposed on Canada or Mexico [2] Tariff Priority Order - A priority order for tariff payment has been established, with automotive tariffs taking precedence over aluminum and steel tariffs, followed by IEEPA tariffs for Canada and Mexico [4][5] - Importers must determine the applicable tariffs based on this priority order to ensure compliance [5]

据《联邦公报》文件显示，美国发布公告，概述特朗普总统此前宣布的汽车关税抵消措施。对于在美国组 装的汽车，制造商在2025年4月3日至2026年4月30日期间有资格获得建议零售价3.75%的进口调整抵消额。 从2026年5月1日至2027年4月30日，制造商可申请建议零售价2.5%的进口调整抵消额。文件称，这些调整措 施将更有效地消除汽车及汽车零部件进口对国家安全造成的威胁。通用汽车（GM）回吐日内稍早涨幅，5 月1日一半的交易时间处于平盘状态。 ...