Group 1 - Japan's trade surplus with the United States decreased by 22.6% in the first half of 2025, amounting to 3.3222 trillion yen, marking the first decline in nine half-year periods [2] - Japan's exports to the U.S. fell by 10.2% to 9.7115 trillion yen, primarily due to declines in the automotive and machinery sectors [2] - The average price of Japanese cars exported to the U.S. dropped by 20.8% to 3.6 million yen, compared to 4.55 million yen in the same period last year [3] Group 2 - Japanese automakers are absorbing U.S. tariffs to maintain domestic sales prices, with a reported average price drop of 11.6% in September [5] - Some companies are passing on tariff costs by raising prices locally, which may negatively impact sales volume [5] - There is a trend of relocating production bases from Japan to the U.S., exemplified by Nissan moving part of its SUV production to the U.S. [5] Group 3 - China's trade surplus with the U.S. decreased by 29.8% in the first half of 2025, with exports down by 25.7% [6] - The European Union's trade surplus with the U.S. fell by 20% in the same period, with exports decreasing by 5% and imports from the U.S. increasing by 4% [6] Group 4 - Japan's overall trade balance showed a deficit of 1.2238 trillion yen in the first half of 2025, continuing a trend of deficits for nine consecutive half-year periods [7] - The Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP) aims to strengthen multilateral cooperation in free trade [7]

Group 1 - Japan's trade surplus with the US decreased by 22.6% year-on-year in the first half of 2025, amounting to 3.3222 trillion yen, primarily due to high tariffs imposed by the Trump administration [2][4] - Japan's exports to the US fell by 10.2% in the first half of the year, marking the first decline in nine and a half years, with significant drops in the automotive and machinery sectors [4][6] - The average price of Japanese cars exported to the US decreased by 20.8% compared to the previous year, reflecting the impact of tariffs and market conditions [4][6] Group 2 - Other countries, including China and the Eurozone, also experienced a reduction in trade surpluses with the US, with China's surplus decreasing by 29.8% and the Eurozone's by 20% [2][7] - The overall trade balance for Japan showed a deficit of 1.2238 trillion yen in the first half of 2025, continuing a trend of deficits for nine and a half consecutive periods [7] - The ongoing trade tensions and tariff increases between the US and China could lead to further declines in trade volumes, impacting global trade dynamics [6][7]

撰文 / 周 洲 设计 / 师 超 设计 / A u t o m o t i v e n e w s ， Ti m e s ， 日 经 新 闻 等 特朗普用关税将全球汽车产业搅得鸡犬不宁。 这位"关税行家"此前宣布的对进口汽车加征25%关税的措施，4月3日正式生效。 根据白宫发布的文件，25%的关税将适用于进口乘用车（轿车、运动型多功能汽车等）和轻型卡车，以及关键汽车零部件（发动机、变速箱等），并将 在必要时扩展至其他零部件。 全球车企应对不一。 捷豹路虎暂停向美国出口汽车；丰田本田淡定不涨价，一向与供应商共荣的丰田还将承担因关税造成的美国供应商成本上涨的部分。 现代汽车集团也决定先观望不涨价，美国三大重启了对消费者适用的员工折扣，大众汽车则打算收取一定的进口费用。 英国和日本政府都在争取与华盛顿达成新的贸易协议，争取关税豁免。 捷豹路虎暂停出口 特朗普推出关税后，印度塔塔汽车公司旗下的英国汽车制造商捷豹路虎暂停向美国出口汽车。 "美国是捷豹路虎豪华品牌的重要市场，"其发言人在一封电子邮件声明中表示，"我们正在实施短期措施，包括4月份暂停发货，同时制定中长期计 划。" 《泰晤士报》首先报道了捷豹路虎暂停对美出 ...