唐纳德·特朗普总统周三宣布计划征收25%关税在所有进口汽车上，在此前关税引发市场崩溃并引发对可能出现的全球贸易战升级仅几周之后后退.
“我认为我们的汽车行业将会像以前一样繁荣，”特朗普说。
根据特朗普在椭圆形办公室发表讲话后发布的白宫情况说明书，25%的关税将适用于进口乘用车，包括轿车、SUV、小型货车、货车和轻型卡车。这些关税还将适用于关键的进口汽车零部件，包括发动机、动力系统零部件和电子部件。
白宫指出，去年美国购买的约1，600万辆汽车中，有50%是进口的。白宫估计，在美国组装的800万辆汽车中，只有大约50%是国产的。
“因此，在美国人购买的1600万辆汽车中，只有25%的汽车内容可以归类为美国制造，”白宫在其情况说明书中指出。
汽车关税将于4月3日上午12点01分生效，比特朗普的关税晚一天计划中的互惠关税开始生效。据报道，汽车零部件关税将在5月3日之前生效白宫公告.
白宫的情况介绍说，特朗普征收关税是为了保护美国汽车业，“这对国家安全至关重要，并受到威胁美国国内工业基础和供应链的过度进口的破坏。”
美国已经对乘用车进口征收2.5%的关税，对进口皮卡征收25%的关税。
对价格的影响?
汽车关税将针对一个雇用超过100万美国工人的行业，该行业依赖于与墨西哥和加拿大错综复杂地交织在一起的供应链。专家此前表示，对汽车行业征收关税可能会提高美国消费者的汽车价格告诉ABC新闻.
据S汽车情报服务公司负责北美和南美的首席汽车分析师斯蒂芬妮·布林利说，2024年在美国销售的1600万辆新车中，约有870万辆(54%)是在美国制造的&P全球移动。大约730万辆，即46%，是进口的。
布林利预测，在经销商销售完现有库存后，价格将在大约1至2个月内上涨，但客户不会看到标签价格上的关税直接收取，因为汽车制造商和经销商在产品线和库存之间有一些回旋余地。
然而，价格预计会全面上涨。此外，二手车价格将随着新车价格的上涨而上涨，因为供应已经有限。专家说，汽车保险费也将变得更加昂贵。
据考克斯汽车公司称，一辆进口新车的平均成本预计将跃升至6000美元。专家说，美国整个汽车市场，甚至是美国制造的汽车，预计都将涨价。在美国销售的许多更实惠的汽车来自墨西哥。
加拿大总理:“直接攻击”
此举颠覆了美国、墨西哥和加拿大之间数十年的自由贸易。
右倾智库卡托研究所(Cato Institute)对美国国际贸易委员会(u . s . International Trade Commission)数据的分析显示，墨西哥和加拿大是美国汽车整车和汽车零部件的前两大贸易伙伴。
2023年，加拿大和墨西哥占美国汽车进口的近1200亿美元，占当年所有此类汽车进口的47%左右。卡托研究所的分析显示，加拿大和墨西哥占了当年汽车零部件进口的几乎相同份额。
根据白宫的情况介绍，当涉及美国-墨西哥-加拿大自由贸易协定(美国管理认证协会)涵盖的汽车零部件时，进口商将有机会“认证”美国的内容。
根据情况说明书，25%的关税将只适用于非美国内容的价值，而且只有在商务部和美国海关和边境保护局提出适用这些关税的程序之后。
在大使桥举行的新闻发布会上，加拿大新总理马克·卡尼称这项措施是“对我们工人的直接攻击”，并表示他将召集内阁会议讨论与美国的关系，以讨论贸易选择。
加拿大商会在一份声明中表示:“这场破坏性关税战今天升级的后果不会像美国政府想假装的那样局限于加拿大。丢掉边境两边成千上万的工作将意味着放弃北美的汽车领导角色，而是鼓励公司在除了这里的任何地方建造和雇佣。这种增税会让工厂和工人面临几代人的风险，如果不是永远的话。”
未来会有更多关税
特朗普本月早些时候宣布对大部分美国汽车进口征收关税，当时他侮辱墨西哥和加拿大征收25%的关税，但总统随后很快发布了与该政策相关的汽车相关关税的延迟。
白宫新闻秘书卡罗琳·莱维特(Karoline Leavitt)周三下午在讲话中预览了新的汽车关税，导致美股走低。
道琼斯工业平均指数收盘下跌130点，跌幅0.3%，而标准普尔500指数收盘下跌0.3%标准普尔500指数下跌1.1%。以科技股为主的纳斯达克指数下跌了2%。
美国汽车制造商的股票也下跌。特朗普顾问埃隆·马斯克(Elon Musk)领导的电动汽车制造商特斯拉(Tesla)收盘下跌5.5%。通用汽车公司的股票下跌了3%。
汽车关税的宣布是在特朗普准备问题4月2日新一轮关税。特朗普一再将这一天称为“解放日”，称广泛的互惠关税将重新平衡美国的贸易关系。
特朗普周一在白宫发表讲话时软化了姿态，称互惠关税可能低于目标国家对美国商品征收的税率。
特朗普在椭圆形办公室对记者说:“我可能会给很多国家优惠。”"我不好意思向他们收取他们向我们收取的费用。"
韩国、日本、墨西哥和加拿大不对美国制造的汽车征收关税。
汽车关税是在本月早些时候征收的一系列关税之后。特朗普在3月初对中国征收关税，将来自该国的商品税率提高到20%。几天后，特朗普对所有铝和钢铁进口征收全面关税。
这些举措引发了中国、欧盟和加拿大的报复性关税，引发了一场贸易战，扰乱了股市，并引发了华尔街对潜在衰退的警告。
经济学家普遍预计关税会提高消费者的价格，因为进口商通常会将一部分税收负担转嫁给购物者。
上周三，美联储主席杰罗姆·鲍威尔在华盛顿特区的新闻发布会上发表讲话有缺点的关税是最近通货膨胀的“重要部分”。
Trump announces 25% tariffs on imported cars, ratcheting up global trade war
President Donald Trump announced on Wednesday plans to slap 25%tariffson all imported cars, escalating a global trade war just weeks after previous tariffs touched off a market rout and triggered concern about a possiblerecession.
"I think our automobile industry will flourish like it hasn't before," Trump said.
The 25% tariffs will be applied to imported passenger vehicles, including cars, SUVs, minivans, cargo vans and light trucks, according to a White House fact sheet released after Trump's Oval Office remarks. The tariffs will also be applied to key imported auto parts, including engines, powertrain parts and electrical components.
The White House noted that 50% of the roughly 16 million cars purchased in the U.S. last year were imports. Of the 8 million assembled in the U.S., the White House estimated those cars only have roughly 50% domestically produced content.
"Therefore, of the 16 million cars bought by Americans, only 25% of the vehicle content can be categorized as Made in America," the White House argued in its fact sheet.
The tariffs on autos are set to go into effect at 12:01 a.m. on April 3 -- one day after Trump'splanned reciprocal tariffs kick in. The tariffs on auto parts are set to go into effect no later than May 3, according to theWhite House proclamation.
The White House fact sheet said Trump is imposing the tariffs to protect the U.S. auto industry, "which is vital to national security and has been undermined by excessive imports threatening America's domestic industrial base and supply chains."
The U.S. already imposes a 2.5% tariff on passenger car imports and a 25% tariff on imported pickup trucks.
Impact on prices?
The auto tariffs are set to target a sector that employs more than a million U.S. workers and relies on a supply chain intricately intertwined with Mexico and Canada. Tariffs placed on the auto industry risk raising car prices for U.S. consumers, experts previouslytold ABC News.
Of the 16 million new cars sold in the U.S. in 2024, about 8.7 million -- or 54% -- were made in the U.S., according to Stephanie Brinley, principal automotive analyst covering North and South America for the Auto Intelligence service at S&P Global Mobility. About 7.3 million -- or 46% -- were imported.
Brinley predicted prices will go up after dealers sell through current inventory, in about 1 and ½ to 2 months, but customers won't see a direct line-item charge for tariffs on the sticker price because carmakers and dealers have some wiggle room to maneuver across product lines and inventory.
However, prices are expected to go up across the board. In addition, used car prices are poised to increase, tracking the rise in new car prices and because supply is already limited. Car insurance premiums are also about to become more expensive, experts say.
The average cost of a new imported car is expected to jump $6,000 according to Cox Automotive. And experts say the entire auto market in the U.S., even for cars made here, are expected to see price increases. Many of the more affordable vehicles sold in the U.S. come from Mexico.
Canadian prime minister: 'Direct attack'
The move upends decades of free trade between the U.S., Mexico and Canada.
Mexico and Canada make up the top two U.S. trading partners for both finished motor vehicles and car parts, according to an analysis of data from the U.S. International Trade Commission by Cato Institute, a right-leaning think tank.
In 2023, Canada and Mexico accounted for nearly $120 billion worth of U.S. motor vehicle imports, which totaled about 47% of all such vehicles imported that year. Canada and Mexico made up nearly the same share of auto parts imports that year, the Cato Institute analysis showed.
When it comes to auto parts that are covered under the free trade United States-Mexico-Canada Agreement (USMCA), importers will have the chance to "certify" the U.S. content, according to the White House fact sheet.
The 25% tariff will only apply to the value of non-U.S. content -- and only after the Commerce Department and U.S. Customs and Border Protection come up with a process to apply those tariffs, according to the fact sheet.
During a press conference held at the Ambassador Bridge, new Canadian Prime Minister Mark Carney called the measure "a direct attack on our workers" and said he would convene a meeting of his cabinet on U.S. relations to discuss trade options.
The Canadian Chamber of Commerce said in a statement: "The consequences of today's escalation in this destructive tariff war will not be contained to Canada, as much as the U.S. administration would like to pretend. Throwing away tens of thousands of jobs on both sides of the border will mean giving up North America's auto leadership role, instead encouraging companies to build and hire anywhere else but here. This tax hike puts plants and workers at risk for generations, if not forever. "
More tariffs ahead
Trump announced tariffs earlier this month on a large share of U.S. auto imports when heslapped25% duties on Mexico and Canada, but the president soon afterward issued a delay of auto-related duties associated with that policy.
White House press secretary Karoline Leavitt previewed the fresh auto tariffs in remarks on Wednesday afternoon, sending U.S. stocks lower.
The Dow Jones Industrial Average closed down 130 points, or 0.3%, while the S&P 500 dropped 1.1%. The tech-heavy Nasdaq declined 2%.
Shares of U.S. automakers also fell. Tesla, the electric carmaker led by Trump-advisor Elon Musk, closed down 5.5%. Shares of General Motors dropped 3%.
The announcement of auto tariffs arrives days before Trump is set toissuea new round of duties on April 2. Trump has repeatedly referred to that date as "liberation day," saying a wide-ranging slate of reciprocal tariffs would rebalance U.S. trade relationships.
Speaking at the White House on Monday, Trump softened his posture, saying the reciprocal tariffs could fall short of the rate that target countries impose on U.S. goods.
"I may give a lot of countries breaks," Trump told reporters in the Oval Office. "I'm embarrassed to charge them what they've charged us."
South Korea, Japan, Mexico and Canada do not impose tariffs on U.S.-made vehicles.
The auto tariffs follow a flurry of duties imposed earlier this month. Trump slapped tariffs on China in early March, raising taxes on goods from that country to 20%. Days later, Trump imposed sweeping tariffs on all aluminum and steel imports.
The moves prompted retaliatory tariffs from China, the European Union and Canada, setting off a trade war that roiled the stock market and prompted warnings from Wall Street of a potential recession.
Economists widely expect tariffs to raise prices for consumers, since importers typically pass along a share of the tax burden to shoppers.
Speaking at a press conference in Washington, D.C., last Wednesday, Fed Chair Jerome Powellfaultedtariffs for a "good part" of recent inflation.
