越南《海关在线》8月22日报道，根据越南海关局最新数据统计，截至8月15日，越南进口各类整车 共计128355辆，总金额28.2亿美元。与去年同期相比，进口整车数量增长31.3%，相当于增加30588辆。 9座及以下车型共计进口97018辆，总金额达17.3亿美元，占进口量的75.58%，占进口额的61.32%，占据 主导地位。目前，越南的进口汽车主要来自亚洲三大市场：印尼、泰国和中国。尽管中国出口到越南汽 车在数量方面仅排名第三，但约为8.88亿美元的进口额排在各大市场的首位。 （原标题：越南进口汽车激增） ...

智通财经APP获悉，8月25日，崔东树发文称，2025年1-7月进口汽车27万辆，同比下降32%，这是近期少见的1-7月巨大下滑。其中7月进口车5万台，同比 下滑29%，环比6月增16%。在2014年进口车达到143万辆峰值后下行，2016-2017年进口增速稍有企稳改善，2018年以来至今持续下滑。2023年进口规模锐 减，全年进口仅有80万辆，同比下降10%。2024年进口规模持续锐减，全年进口仅有70万辆，同比下降12%。目前2025年1-7月进口汽车27万辆，同比下降 32%，进口车持续萎缩压力较大。 7月进口车下滑压力仍较大。2025年7月进口最高的前10国家是：日本19238辆、德国9932辆、美国8914辆、斯洛伐克4720辆、英国3766辆、瑞典1587辆、 匈牙利266辆、奥地利254辆、墨西哥218辆、荷兰133辆，其中本期较同期增量增大的前五个是：日本1394辆、芬兰109辆、荷兰48辆、西班牙35辆、马来 西亚28辆。 2025年1-7月进口车最高的是日本102631辆、德国59952辆、美国37372辆、斯洛伐克34968辆、英国22589辆、瑞典5946辆、墨西哥2464辆、奥地利 ...

智通财经APP获悉，8月7日，崔东树发文称，2025年1-6月进口汽车22万辆，同比下降32%，这是近期少见的1-6月巨大下滑。其中6月进口车4.3万台，同 比下滑30%，环比5月降9%。在2014年进口车达到143万辆峰值后下行，2016-2017年进口增速稍有企稳改善，2018年以来至今持续下滑。2024年进口规模 持续锐减，全年进口仅有70万辆，同比下降12%。目前进口车持续萎缩压力仍较大。 6月进口车下滑压力仍较大。2025年6月进口最高的前10国家是：日本13354辆、美国9609辆、德国8338辆、斯洛伐克4415辆、英国4089辆、瑞典1174辆、 墨西哥364辆、奥地利251辆、比利时140辆、芬兰134辆，其中本期较同期增量增大的前五个是：英国980辆、斯洛伐克849辆、芬兰134辆、印度59辆、西 班牙57辆。 2025年1-6月进口车最高的是日本83387辆、德国50012辆、斯洛伐克30248辆、美国28456辆、英国18823辆、瑞典4359辆、墨西哥2246辆、奥地利1560辆、 匈牙利823辆、韩国694辆，其中本期较同期增量增大的前五个是：斯洛伐克2864辆、芬兰398辆、西班 ...

人民财讯8月7日电，乘联分会秘书长崔东树8月7日发文称，2025年1—6月进口汽车22万辆，同比下降 32%，这是近期少见的1—6月巨大下滑。其中6月进口车4.3万台，同比下滑30%，环比5月降9%。在 2014年进口车达到143万辆峰值后下行，2016—2017年进口增速稍有企稳改善，2018年以来至今持续下 滑。2024年进口规模持续锐减，全年进口仅有70万辆，同比下降12%。目前进口车持续萎缩压力仍较 大。 ...

Group 1 - Trump's approval rating has dropped to a historic low, and the U.S. economy contracted by 0.5% in Q1 2025, while the Federal Reserve has refrained from cutting interest rates [2] - The U.S. national debt has reached approximately $37 trillion, with annual interest payments amounting to several trillion dollars, raising concerns about a potential debt crisis [2] - The U.S. trade deficit surged to $918.4 billion by mid-2024, prompting the Trump administration to propose a 10% tariff on all imported goods, which is expected to generate over $400 billion in additional revenue [2][4] Group 2 - The trade war with China exemplifies the Trump administration's unilateral trade strategy, which has led to significant international backlash, even from close allies like Japan [4][6] - Trump has threatened to impose a 25% tariff on imported cars, setting a deadline for negotiations, which could lead to retaliatory measures from other countries and further trade barriers [6] - The geopolitical landscape is increasingly tense, with Trump's planned visit to China alongside U.S. CEOs, aiming to secure large orders while maintaining a strategy to contain China [8][10] Group 3 - The Trump administration facilitated a peace agreement between Rwanda and the Democratic Republic of Congo, likely to gain access to mineral resources to counter China's dominance in the resource sector [10] - Efforts to pressure China include leveraging tariff exemptions to rally allies like Japan, South Korea, and Canada, although these actions have faced strong pushback from China [10] - The complexities of U.S.-China relations are impacting global economic and political dynamics, with challenges in improving bilateral ties and the U.S. desire for China to increase its holdings of U.S. debt [10]

Group 1: Economic Conflict and Policy Divergence - The conflict between President Trump and Fed Chair Powell has become a global focus, highlighting structural economic contradictions in the U.S. [1] - Trump's threats to fire Powell stem from disagreements over monetary policy, particularly regarding interest rate cuts amid inflation concerns [1][8] - The outcome of this conflict could significantly impact the future of the U.S. dollar's dominance [1] Group 2: Inflation and Monetary Policy - The Biden administration's fiscal stimulus exceeding $7 trillion and the Fed's zero interest rates have led to a surge in the money supply (M2) from $15 trillion to $23 trillion, resulting in a 9.1% inflation rate in 2023, the highest in 40 years [3] - Despite aggressive rate hikes to 5.25%-5.5%, inflation expectations remain entrenched, with one-year inflation expectations at 6.7% as of April 2025 [5][3] Group 3: Historical Context and Fed Independence - Powell's reluctance to cut rates is influenced by historical lessons from the 1970s, where political pressures led to unchecked inflation, resulting in a 13.3% inflation rate and over 10% unemployment [5][7] - The independence of the Fed is crucial for controlling inflation, and Powell has indicated he would legally defend this principle against political threats [8][7] Group 4: Tariff Policies and Economic Impact - Trump's tariff policies have raised average import tax rates from 2.6% to 19.3%, significantly increasing consumer prices, with average household expenses rising by $2,300 annually [10][12] - The tariffs have led to a decline in U.S. manufacturing, with companies like GM and Tesla facing layoffs and project halts due to increased costs [12][10] Group 5: Debt and Economic Structure - U.S. government debt is projected to exceed $40 trillion by 2025, with annual interest payments reaching $1.6 trillion, creating a "Ponzi scheme" scenario [17] - The manufacturing sector's contribution to GDP has decreased to 10.8%, while low-end service jobs dominate, indicating a disconnect between Wall Street and Main Street [19][17] Group 6: Global Implications and Dollar Dominance - Trump's policies have accelerated the decline of dollar hegemony, with global central banks selling $215 billion in U.S. debt in Q1 2025 and increasing the share of the yuan in international reserves to 6.8% [19] - The potential collapse of dollar credibility could lead to a spike in government bond yields, triggering a global financial crisis [19][21] Group 7: Conclusion on Economic Future - The ongoing struggle between Trump and Powell reflects the impending collapse of the U.S. economic model, with both monetary policy and fiscal strategies failing to address underlying issues [21] - Regardless of the outcome, the fractures in the dollar system are evident, with potential severe consequences for the U.S. economy [21]

点 击 蓝 字 关 注 我 们 本文全文共 603 字，阅读全文约需 2 分钟 新车交易情况 4月份北京新车交易5.34万辆，环比下降1.23%，同比下降3.05%。环比增幅低于全国9.07个百分点， 同比增幅低于全国12.85个百分点 。 1—4月北京累计交易新车18.45万辆，同比去年19.72万辆下降6.49%，增幅低于全国17.29百分点 。 进口车销售情况 4月份北京市进口车交易2491辆，环比下降10.9%，同比下降13.42 % 。 1-4月北京市进口车累计交易9513辆，同比下降22.5% 。 4月份北京二手车交易外迁率为35.94%，外迁率环比增长1个百分点，同比增长0.09个百分点 。 4月北京进口车销量占北京新车交易总量4.67%，占有率环比下降0.51个百分点，同比下降0.56个百 分点 。 新能源汽车销售情况 4月份北京市新能源汽车共交易2.9万辆，环比下降3.57%，同比增长7.45%，占新车总交易量的 54.27%。纯电动汽车销售1.69万辆，占新能源汽车销量58.24% 。 1-4月北京市新能源汽车累计交易9.75万辆，同比增长17.29%，占新车总交易量的52.83% 。 二 ...

Core Viewpoint - The announcement by the General Administration of Customs and the Ministry of Public Security aims to enhance the efficiency of customs clearance for imported motor vehicles by expanding the "two certificates in one" reform pilot program to Huangpu Customs, effective from June 1, 2025 [1] Group 1 - The reform focuses on combining the "Goods Import Certificate (Automobiles, Motorcycles)" and the "Import Motor Vehicle Inspection Certificate" to streamline the import process [1] - The initiative is part of broader efforts to optimize the business environment and improve the efficiency of importing motor vehicles [1]

Group 1 - The core viewpoint is that Stellantis (STLA.N) is reducing the shipment of imported cars to the U.S. to mitigate tariff impacts and is relying on inventory operations [1] - In April, the company temporarily halted the import of European cars to the U.S. [1]

Group 1 - The Trump administration is expected to take measures to alleviate the impact of its auto tariff policy, including preventing the stacking of tariffs on imported cars and easing tariffs on certain imported auto parts [1][4] - The decision will have retroactive effects, allowing car manufacturers who have already paid tariffs to apply for refunds [1][4] - The new measures include adjustments to the previously announced 25% tariff on foreign auto parts, with potential tax refunds for manufacturers based on the value of cars produced domestically [4][5] Group 2 - The 25% tariff on imported cars and key auto parts officially took effect on May 3, which is seen as a significant escalation in the trade war following tariffs on steel and aluminum [4][5] - The tariffs are expected to have a severe impact on economies of neighboring countries like Canada and Mexico, as well as allies such as the EU, Japan, and South Korea, prompting strong reactions from foreign governments [4][5] - Many U.S. companies and media outlets express concerns that the auto tariffs could negatively affect the U.S. economy, with predictions of increased car costs for consumers and potential job losses in the auto industry [5]