福特汽车CEO Jim Farley近日表示，特朗普政府的关税政策将使福特损失20亿美元，而日本竞争对手将因此获得显著的成本优势。Farley指出，由于美国降低了对日本的关税，加上日本较低的劳动力成本和有利的汇率，日本汽车制造商的出口竞争力将大大增强。他以具体车型为例，指出日本生产的丰田4Runner可能比美国生产的福特Bronco便宜1万美元，而日本生产的丰田RAV4也比美国生产的福特Escape便宜5000美元。Farley认为，汽车行业正朝着区域化发展，而非全球化，并强调福特将专注于避免与日系车在低端市场的直接竞争。

🚗 福特CEO Jim Farley预测，特朗普政府的关税政策将为福特带来高达20亿美元的账单，这比上季度预测的15亿美元高出5亿美元。该数字是净成本，已经考虑了部分减免。

📉 Farley指出，美国政府近期将对日本汽车的关税从25%降至15%的举措，将为日本汽车制造商提供“有意义的”成本优势。这使得日本生产的汽车，如丰田4Runner，在美国市场比同类福特Bronco更具价格竞争力，可能便宜高达1万美元。

💡 Farley认为，汽车行业正经历一场根本性转变，将从全球化走向区域化，欧洲、北美和亚洲将各自发展成为独立的区域性市场，并拥有与之匹配的关税体系。这种趋势也受到电动汽车兴起和新碳排放法规的驱动。

🤝 福特正与特朗普政府合作，试图“最小化我们的关税支出，以便我们能更有竞争力”。然而，Farley也强调，福特的战略并非要在这些大宗商品细分市场与竞争对手正面交锋，而是专注于自身优势领域。

📈 此消息发布后，福特股价在盘后交易中下跌了近1.6%，但今年迄今为止仍上涨了9.8%。此前 Farley曾表示，对加拿大和墨西哥的25%关税对韩国和日本公司是“意外之财”。

Ford is projecting a $2 billion bill due to the Trump administration's tariffs.That is $500 million higher than what it forecast last quarter.Ford's CEO says Trump's reduced tariffs on Japan will give its automakers a "meaningful" advantage.

Jim Farley, the CEO of Ford, said on Wednesday that the Trump administration's tariff policy will saddle the automaker with a $2 billion bill while benefiting its Japanese rivals.

"Our tariff bill is $2 billion, and that's a net number," Farley said in an earnings call. The company had projected a tariff hit of $1.5 billion in its last quarter.

Farley told analysts he expects automakers to adopt a regional rather than globalized approach toward their businesses. In addition to tariffs, Farley said the change is being driven by the rise of electric vehicles and new carbon regulations.

"We increasingly see Europe, North America, and Asia becoming kind of regional businesses with tariff rates that are aligned for those three or four regions," Farley said.

"This is quite a fundamental change," he added.

Representatives for Ford and the White House did not respond to requests for comment from Business Insider.

Farley said in an interview with Bloomberg on the same day that the Trump administration's reduced tariffs on Japan would give its Asian rivals a "meaningful" cost advantage. Last week, President Donald Trump said the US would lower its tariffs on Japan to 15% from 25%.

The reduced tariffs, lower labour costs, and favorable exchange rates "really advantage their export," Farley said.

A Kentucky-built Ford Escape could cost $5,000 more than a Japanese-made Toyota Rav4, while a Michigan-made Ford Bronco might be undercut by a Toyota 4Runner to the tune of $10,000, Farley added.

Farley told Bloomberg that Ford is working with the Trump administration to "minimize our tariff expense so that we can get more competitive."

"But the bottom line is our plan at Ford is not to compete in those commodity segments," he continued.

This isn't the first time Farley has talked about the challenges Ford faces in the face of a new slate of tariffs. Farley said in an interview with Bloomberg earlier this year that Trump's 25% tariff on Canada and Mexico is a "windfall for South Korean and Japanese companies."

"In our guidance, we can handle a couple of weeks of tariffs. If it goes beyond that, obviously, it will be billions and billions of incremental profit headwinds for the company," Farley told the outlet in February.

On Wednesday, Ford's shares fell by nearly 1.6% in after-hours trading. The company's shares are up by 9.8% year to date.