Mustang(野马)

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美国举起关税大棒后,到底坑了多少欧美车企?
3 6 Ke· 2025-04-11 04:18
Group 1 - The U.S. has increased tariffs on imported vehicles, significantly impacting European and American car manufacturers, leading to layoffs and factory closures [2][3][4] - Stellantis announced the layoff of 900 workers and the closure of two factories in Canada and Mexico due to the tariff increase [2] - Audi has suspended deliveries of new vehicles to U.S. dealers, with over 37,000 vehicles currently in inventory that are unaffected by the new tariffs [2][3] Group 2 - Jaguar Land Rover has halted exports to the U.S., where it sells nearly 100,000 vehicles annually, representing 25% of its global sales [3] - The British automotive industry faces challenges from both domestic demand decline and the transition to electric vehicles, with potential job losses of up to 25,000 in the supply chain due to the tariff policy [3] - The new tariffs are expected to further decrease the market share of American-made vehicles in China, which has already dropped to 6.8% in 2023 [6][10] Group 3 - The tariff structure is tiered based on engine displacement, meaning higher displacement vehicles will face steeper tariffs, affecting models like Ford's Mustang and Chevrolet's Corvette [4][6] - The cost increase for vehicles like the Chevrolet Corvette C8 Z06 could reach an additional 1 million RMB due to the new tariffs, significantly impacting pricing strategies [4][6] - The luxury car tax threshold in China has been lowered to approximately $67,000, which may further disadvantage American imports compared to German brands [6][7] Group 4 - Tesla faces increased production costs due to reliance on imported parts, with the new tariffs potentially raising costs by thousands of dollars per vehicle [8][10] - The tariffs may weaken Tesla's competitive position in international markets, particularly in China, where it is already experiencing declining sales [10] - Long-term, Tesla may need to diversify its supply chain and innovate to mitigate risks associated with the tariffs, although this will require significant investment and time [10][11]