观点汽车业

Biggest cost from Trump’s tariffs is uncertainty for Asian carmakers
特朗普关税的致命不确定性

Companies forced to make billion-dollar bets in face of unpredictable politics
变幻不定的形势让各国车企陷入两难:是冒着下届美国政府可能改变规则的风险斥资扩大在美业务;还是顶着落于人后的风险选择观望?

In the 1980s, Japanese carmakers were accused of gutting the US car industry. In response, the Reagan administration negotiated voluntary export restraints — politely worded, but unmistakably coercive, pressuring them to make more cars in the US to maintain market access. As the Trump administration imposes a new round of tariffs on foreign-made cars and components, it is tempting to draw parallels to the past.

在20世纪80年代,日本汽车制造商被指责杀死了美国汽车工业。为应对这种情况,里根(Reagan)政府通过谈判让日本同意进行“自愿出口限制”——虽然礼貌地叫做“自愿”,但明显是被迫,迫使日本制造商必须在美国境内生产更多汽车,才能继续享有美国市场准入。特朗普(Trump)政府对外国制造的汽车及零部件施加新一轮关税,很难不让人联想到这段历史。

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