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日美达成关税协议,日本车企高兴得起来吗?
3 6 Ke· 2025-07-26 05:24
美国的港口停放的本田的汽车(reuters) 美国将把今年春季刚刚提高到27.5%的对日本的汽车进口关税下调到15%。据估算,日本7家大型车企合 计的关税负担将因此减少约1.6万亿日元。 不过,与截至今年春季仅为2.5%的关税相比,高关税将趋于固定,前景并不乐观…… 虽然有观点认为,可通过涨价等措施吸收关税,但日本车企来说,具有价格竞争力的新车开发和供应链 优化将变得日趋重要。 美国特朗普政府4月针对汽车关税在2.5%基本税率的基础上增加了25%。日本汽车工业协会的统计显 示,2024年日本对美国的汽车出口达到近137万辆,占汽车出口总量的3成以上。 日本财务省的数据显示,日本2024年对美出口为21万亿日元。其中汽车及零部件超过7.2万亿日元,占 整体的三分之一。曾有人担心关税会对日本汽车产业造成巨大打击,但随着此次下调,影响将得到缓 解。 高盛证券的汤泽康太在7月23日公布的报告中指出,日本7家大型车企合计的关税影响将从3.47万亿日元 缩小至1.89万亿日元。对照2024财年(截至2025年3月)7家企业的实际合计金额,营业利润的降幅将从 47%收窄至25%。 按各家企业来看,丰田的影响金额将从1.6万 ...
Why Toyota Motor Rallied This Week
The Motley Fool· 2025-07-25 21:12
The Trump administration and Japan struck a trade deal that was better than feared.Shares of Toyota Motor (TM -1.65%) rallied 11.8% this week, according to data from S&P Global Market Intelligence.Toyota didn't have any major company-specific news this week, as it doesn't report Q2 earnings until Aug. 7. However, there was big news on the trade front, with the Trump administration and Japan inking a trade deal that would put milder-than-expected tariffs on Japanese imports, including Toyota cars.Will recent ...
日美达成关税协议,日本车企高兴得起来吗?
日经中文网· 2025-07-25 05:41
美国的港口停放的本田的汽车(reuters) 按各家企业来看,丰田的影响金额将从1.6万亿日元压缩至8720亿日元。本田从5600亿日元减至3052亿 日元,日产汽车也将从4700亿日元减至2561亿日元,预计负担将减轻近一半。 斯巴鲁(SUBARU)和马自达等在美国依赖进口的比例较高的企业,预计将避免造成经营危机的打 击。斯巴鲁销量的7成来自美国,其中约半数从日本进口。此前有观点担忧关税将对营业利润最多造成 3600亿日元左右的负担增加,令盈利几乎消失。 日本各家车企为了缓解关税影响,已开始重组供应链。本田已决定将面向美国市场的"CIVIC(思 域)"的混合动力车(HV)的生产从日本改成当地。 在美国没有工厂的三菱汽车决定由日产提供OEM(贴牌生产)。不过,SBI证券的首席执行分析师远藤 功治指出:"向美国转移生产的可能性已降低"。 美国将把今年春季刚刚提高到27.5%的对日本的汽车进口关税下调到15%。据估算,日本7家大型车企合 计的关税负担将因此减少约1.6万亿日元。不过,与截至今年春季仅为2.5%的关税相比,高关税将趋于 固定,前景并不乐观…… 美国将把今年春季刚刚提高到27.5%的对日本的汽车进口关 ...
Why Toyota Stock Zoomed Nearly 14% Higher on Wednesday
The Motley Fool· 2025-07-23 21:39
With the powerful Japanese car industry being a particular focus of the deal, Toyota Motor (TM 13.60%) was a major beneficiary of that sentiment. The storied automaker's stock popped by nearly 14% over the course of that day, easily beating the 0.8% bump of the S&P 500 index. It was all about the tariffs Late Tuesday, Japan and the U.S. reached a trade agreement stipulating that tariffs on auto imports from the country would be reduced substantially, to 15% from the preceding 27.5%. The levy on other Japane ...
Rattner breaks down who REALLY pays Trump's tariffs (Hint: It's Americans)
MSNBC· 2025-07-23 18:14
So Steve, on that on that point, say there's there's a ship out there somewhere carrying a bunch of Toyotas from Japan to the United States to Long Beach, California. August 1 rolls around, the 15% tariff down from 25% to 15%. That kicks in.What's that going to cost the American consumer. Because the car companies, as indicated, as you indicated, they're not going to cover it for very long. What's going to happen to the American consumer in purchasing a car.>> You're going to see prices go up. I mean, if yo ...
Tariffs and Expiring Federal EV Tax Credits Fuel Affordability Challenges in Auto After H1 Sales Boom, According to Cars Commerce's Industry Insights Report
Prnewswire· 2025-07-18 11:30
Core Insights - Federal policy shifts are significantly impacting the new and used car market, with consumer demand data from over 29 million shoppers and vehicle supply data from millions of vehicles informing the analysis [1] Pricing Trends - Imported vehicle prices have risen, particularly from the U.K. with an increase of over $10,000, while prices for U.S.-built vehicles have dropped by nearly $200 on average [2][3] - Average new vehicle prices have increased slightly by just under $100 since January [2] Market Segmentation - The entry-level vehicle segment, priced under $30,000, has seen a significant decline in market share from 38% in 2019 to an average of 13.6% in the first half of 2025, largely due to tariffs affecting foreign-built vehicles [4] - The mid-range new car segment ($30,000 to $49,000) accounts for nearly half of all inventory, with 50% of these vehicles being imported [5] Electric Vehicle (EV) Market - The average price of new electric vehicles is $65,000, with the federal EV tax credit of up to $7,500 for new vehicles set to expire soon, influencing purchase decisions for 48% of current EV shoppers [6] - 53% of current EV owners cited the tax credit as a primary reason for their purchase [6] Used Vehicle Market Dynamics - Used car prices rose nearly 3% in the first half of 2025, driven by increased inventory from trade-ins during a surge in new car buying [7] - The average time used vehicles spend on dealer lots has decreased by nearly 5% year over year, indicating a faster turnover rate [7]
UPDATE Branford Man Charged In Fatal July 2024 New Haven Hit-and-Run That Claimed West Haven Man's Life: NHPD
New Haven, CT Patch· 2025-07-17 17:37
Crime & SafetyUPDATE Branford Man Charged In Fatal July 2024 New Haven Hit-and-Run That Claimed West Haven Man's Life: NHPDAt around 5 a.m. July 10, 2024, when Shawn Hopkinson, ran a red light downtown New Haven, collided with Nader Hanania's car then fled: NHPDThis is what grief looks like. Samahar “Sam” Hanania, wife of Nader “Nick” Elias Hanania, 63, of West Haven chokes back tears as she speaks of her husband and what he meant to their family. (Ellyn Santiago/Patch)Shawn Hopkinson, 41, of Branford is ch ...
乔迁新址启新程,一汽丰田在变革浪潮中持续向上
Core Viewpoint - The relocation of FAW Toyota's sales company from Beijing to Tianjin is a strategic move aimed at enhancing its competitive advantage and adapting to the significant changes in the automotive industry, particularly in the context of electric and intelligent vehicle transformation [2][3]. Group 1: Strategic Reconfiguration - The move breaks down spatial barriers and creates a new decision-making ecosystem, allowing for direct market insights from the sales end to be integrated into the R&D and production processes [3]. - The relocation initiates a deeper localization strategy, launching the "China Solution" to cater to the unique demands of the Chinese automotive market, particularly in terms of electrification and intelligence [5]. - The organizational changes resulting from the move are reshaping the relationship between the company and its dealers, providing them with better market forecasts and inventory management [5]. Group 2: Product and Service Evolution - FAW Toyota has delivered nearly 12 million vehicles in China over 22 years, showcasing a significant evolution in its product offerings from economical models to high-end vehicles, reflecting the upgrading trajectory of consumer demand [8]. - The company has developed a competitive edge through a diverse range of hybrid technologies, avoiding the pitfalls of a purely electric approach while enhancing performance [8]. - In terms of service, FAW Toyota has established a strong competitive barrier through a comprehensive service philosophy and innovative lifecycle services, achieving high customer satisfaction ratings [10]. Group 3: Marketing and Sales Performance - In the first half of 2025, FAW Toyota sold 377,821 new vehicles, marking a 16% year-on-year increase, with electric models accounting for 49% of sales [11]. - The company has shifted from a price war to a value war, exemplified by the "Time Renewal Plan," which redefines the value proposition in the used car market [10]. - The "Time Renewal Plan" has been further enhanced with significant customer incentives, demonstrating the company's commitment to customer value throughout the vehicle ownership cycle [15]. Group 4: Future Outlook - Moving forward, FAW Toyota aims to maintain strategic focus on practical technology in electrification, scene-based innovation in intelligence, and lifecycle value in service upgrades to navigate the evolving Chinese automotive market [15].
ECD Automotive Design Secures $500M Equity Facility to Fund a Bitcoin Treasury
Globenewswire· 2025-06-23 12:31
Core Insights - ECD Automotive Design, Inc. has signed a $500 million equity facility to implement a Bitcoin treasury strategy and support growth initiatives [1][3][6] - The company aims to engage the Bitcoin and digital asset communities, offering incentives for customers who purchase vehicles with Bitcoin [2][6] Financial Strategy - The proceeds from the $500 million facility will be used to acquire Bitcoin for the corporate treasury and fund general corporate purposes [3][6] - The company has the discretion to issue and sell up to $500 million in newly issued shares, with no obligation to draw on the facility [3][4] Customer Engagement - ECD plans to attract customers from the digital asset community by offering a $21,000 credit for vehicle upgrades to the first 21 customers who purchase a vehicle using Bitcoin [2][6] - The initiative reflects the company's confidence in the long-term potential of digital assets and aims to create value for shareholders and customers [3] Company Overview - ECD Automotive Design specializes in restoring luxury vehicles, including Land Rover and Jaguar models, and has a bespoke vehicle production process [5] - The company was founded in 2013 and operates from a 100,000-square-foot facility in Kissimmee, Florida, employing skilled craftsmen [5]
Toyota Indiana Celebrates 1-Millionth Hybrid
Prnewswire· 2025-06-12 15:00
2025 Sienna Marks MilestonePRINCETON, Ind., June 12, 2025 /PRNewswire/ -- Hailing from the heartland of the U.S., Toyota Indiana celebrates a significant milestone as the 1-millionth hybrid vehicle rolled off the line at the Princeton plant. With the flash of its lights, and honk of its horn, a cool Wind Chill Pearl 2025 Toyota Sienna Platinum rolled off the line. Toyota Indiana Celebrates 1-Millionth Hybrid Sienna has been assembled at Toyota Indiana since 2003, with the all-hybrid model being the lat ...