Group 1: Tariff Impact on the Automotive Industry - President Trump announced a 25% tariff on imported cars starting April 2025 and on auto parts starting May 2025, affecting 8 million imported vehicles annually, which constitutes 50% of total new car sales in the U.S. [2] - The automotive supply chain in the U.S. is highly globalized, leading to increased costs for car manufacturers due to tariffs, prompting many companies to raise vehicle prices [2][10]. - Analysts predict that the new car prices could increase by 10% to 15% for vehicles directly affected by the tariffs, while those not fully impacted may see a 5% increase [10]. Group 2: Price Adjustments by Automakers - Subaru announced price increases on several models, with adjustments ranging from $750 to $2055, effective June, citing the need to offset rising costs [3]. - Ford plans to raise prices on three models produced in Mexico, with increases up to $2000, and previously warned of a potential $1.5 billion loss due to tariffs [4][6]. - Ferrari responded quickly to the tariff announcement by increasing prices on certain models by up to 10%, with significant price hikes on high-end models [5][6]. Group 3: Company Strategies and Market Reactions - Some automakers, like Hyundai and Volkswagen, are currently holding off on price increases, with Volkswagen maintaining existing prices until June to avoid consumer burden [7][8]. - Toyota and Honda have chosen to absorb the increased costs temporarily, focusing on cost-cutting and efficiency improvements instead of immediate price hikes [8][9]. - Despite some companies holding off on price increases, the consensus is that price hikes are inevitable as the tariffs remain in effect [9]. Group 4: Market Trends and Consumer Behavior - U.S. light vehicle sales dropped by 10% year-over-year in May, attributed to consumers purchasing vehicles in advance of the tariff implementation [9]. - The ongoing tariff situation is expected to shift consumer preferences towards used cars, potentially driving up their prices as new car prices rise [10].

特朗普关税政策已导致汽车行业持续数周的不确定性，欧美主要车企纷纷调整预测、转移产能甚至暂停 工厂运营。 在汽车行业持续施压后，政府虽放宽了汽车零部件进口关税政策——对本土生产给予税收抵免并避免汽 车原材料双重征税，但针对美国年进口800万辆整车征收的25%关税仍未取消。 福特汽车(F.US)宣布自5月2日起对三款墨西哥产车型提价，成为特朗普政府加征关税政策实施后首批调 整指导价的大型车企之一。 根据发给经销商的通知，野马Mach-E电动SUV、Maverick皮卡及Bronco Sport等车型的部分版本最高涨 价达2000美元。 本周早些时候，福特预估特朗普贸易战将导致其2025年成本增加约25亿美元，但公司计划通过措施将影 响缩减至约10亿美元。竞争对手通用汽车(GM.US)上周表示，在汽车进口高额关税政策实施后，预计将 承担40-50亿美元成本，但有望通过策略抵消至少30%的影响。 福特发言人表示，本次调价适用于5月2日后生产的车辆，这些车型将于6月下旬抵达经销商处。该发言 人强调，此次调价既包含"常规"年中价格调整，也反映了"部分关税成本的传导"，但"并未将全部关税 转嫁给消费者"。 该发言人表示，公 ...

金十数据5月7日讯，福特汽车(F.N)将从5月2日起提高其在墨西哥生产的三款车型的价格，成为特朗普 宣布征收关税后首批调整标价的主要汽车制造商之一。一份发给经销商的通知显示，野马Mach-E电动 SUV、Maverick皮卡和Bronco Sport部分车型的价格最高上涨了2000美元。 福特以关税为由提高在墨生产车型的价格 ...