美国对进口汽车征收的关税正严重扰乱全球汽车供应链，导致车企面临巨额成本。Stellantis（Jeep和Ram母公司）预计今年关税将导致其损失约14亿美元。通用汽车、特斯拉和大众等公司也纷纷报告了因关税造成的巨额亏损。尽管特朗普政府已将部分国家（如日本和欧洲）的汽车进口关税从25%降至15%，但复杂的进口限制和费用依然让汽车制造商头疼。即使在美国本土生产的汽车，也因进口零部件的25%关税而面临成本压力。分析师警告称，这些增加的成本最终将转嫁给美国消费者，表现为更高的汽车价格和更少的车型选择。

🚗 **关税成本高昂，车企巨额亏损**：Stellantis预计今年的关税成本将达14亿美元，通用汽车估计今年可能损失40-50亿美元，特斯拉也报告了3亿美元的关税相关成本。这些数字清晰地表明，美国的进口汽车关税对全球主要汽车制造商造成了严重的财务打击。

🌐 **供应链受阻，多国车企受影响**：美国对进口汽车和零部件的关税政策，不仅影响了在海外生产后出口到美国的车辆，也波及了在美国本土生产但依赖进口零部件的汽车。通用汽车（在美国市场生产的车型来自韩国、墨西哥和加拿大）、特斯拉（使用部分进口零部件）以及欧洲制造商大众和沃尔沃都因此承受了不同程度的成本增加和减值损失。

📈 **消费者将承担成本，汽车价格上涨**：专家和分析师预测，汽车制造商为弥补关税带来的额外成本，很可能会将这些费用转嫁给美国消费者。研究表明，25%的关税可能导致美国国产汽车价格上涨超过4000美元，进口汽车价格上涨近9000美元，这无疑将削弱消费者的购买力。

⚖️ **关税政策复杂，影响范围广泛**：尽管部分进口汽车关税有所下调，但汽车制造商仍需应对一系列复杂的进口限制和费用。25%的零部件关税尤其棘手，即使在美国设厂，也无法完全规避关税带来的成本压力，这使得整个汽车行业的成本管理变得更加困难。

Carmakers are tallying up an eye-watering bill from Trump's tariffs.Jeep and Ram owner Stellantis said it expected the levies on imported vehicles to cost it around $1.4 billion this year.General Motors, Tesla, and VW have also reported big tariff hits in earnings in the past few weeks.

The auto industry is still trying to unravel a tangled tariff web, and the bill just keeps getting bigger.

Jeep and Ram owner Stellantis became the latest automaker to forecast a heavy hit from Trump's tariffs on imported vehicles on Tuesday.

The Chrysler maker said that it expected tariffs to cost it around €1.2 billion ($1.4 billion) in the second half of this year, after a €300 million impact in the first half of 2025.

Stellantis, which builds Chrysler, Dodge, and Jeep models in its factories in Canada and Mexico, has been hit hard by the Trump administration's 25% tariff on vehicles and car parts imported into the US.

Other automakers are also feeling the pain. General Motors, which builds models for the US market in Korea, Mexico, and Canada, said last week that the tariffs had cut $1.1 billion off its profits in the last quarter.

CEO Mary Barra said that GM was working to reduce its tariff exposure and build up its US manufacturing presence, but the company warned that the worst was still to come. GM estimated that the tariffs could cost it between $4 and $5 billion this year.

Trump's recent trade deals have slashed the tariffs on importing cars from Japan and Europe to the US from 25% to 15%, but manufacturers still have to deal with a hodgepodge of import restrictions and fees.

The 25% tax on automobile parts means that even carmakers who build their cars in the US face a serious tariff headache.

Tesla, which has factories in California and Texas but still uses some imported components, told investors last week it incurred a tariff-related cost of $300 million in the previous quarter, with CFO Vaibhav Taneja warning that costs are likely to increase in the coming months.

European manufacturer VW also said last week it had suffered a $1.1 billion tariff-related hit in the first half of this year, while Swedish carmaker Volvo took a $1.2 billion impairment charge in part due to the escalating cost of the levies.

Experts and analysts have warned that many of the costs facing automakers will be passed on to US consumers in the form of higher car prices and fewer models.

A study by the Center for Automotive Research published in April found that the 25% tariffs on imported cars and auto parts would hike the cost of vehicles produced in the US by over $4,000 and imported vehicles by nearly $9,000.