L'industria automobilistica cinese potrebbe emergere trionfante di fronte a piccole sfide
Recentemente, l'industria automobilistica sta affrontando significativi cambiamenti a causa delle politiche commerciali, in particolare negli Stati Uniti. I commenti sulla quota di mercato dei veicoli prodotti in Cina negli Stati Uniti sono stati fatti da Roland Foch, direttore generale dell'Associazione Nordamericana del Commercio Automobilistico (NAVTA).
Despite the low market share, it's important to note that Chinese motor vehicles exported to the US represent approximately 1.7% of China's total global vehicle exports. In the US market, Chinese-produced vehicles account for about 0.6% of annual sales. General Motors (GM) and Ford, among other carmakers, are major contributors to these exports, as they have factories in China that produce vehicles for export to the US.
However, the landscape of the US auto market has been disrupted by tariffs imposed by President Donald Trump. The 25% tariffs on steel and aluminium from Canada and Mexico, and potentially auto parts, have caused a ripple effect. VW Group is one of several carmakers revising exports of vehicles from Mexico to the US due to these tariffs.
The US-China tariff escalation has also disrupted rare earth exports and put pressure on automotive supply chains. This has led to companies like Stellantis pausing production at plants in Canada and Mexico and laying off 900 staff in the US.
The direct export of finished vehicles from China to the US, historically dominated by US brands, is at risk due to these tariffs. Trump's tariffs have broadly targeted auto imports, but the strongest effects have been reported for European luxury brands like Audi and Porsche, which suffered heavily due to a lack of local production. Chinese brands, on the other hand, have not been highlighted as major exporters affected by Trump’s tariffs in the US market.
The European Union has responded to Trump's steel and aluminium duties by imposing retaliatory tariffs on $20bn of US goods. Audi and BMW, among others, have called for tariff-free trade in North America as Trump's tariffs take their toll.
Despite the challenges, some analysts believe that the Chinese automotive industry may come out as a winner in the tariff war. This is due to their ability to adapt and their significant presence in the global market.
The US-UK auto trade deal, which lowers vehicle import tariffs to 10% but caps UK exports at 100,000 vehicles, also shows the complexities of global vehicle trade negotiations.
As the situation continues to evolve, it's clear that the tariffs are disrupting automotive supply chains across China, Mexico, Canada, and the EU. The potential US tariff cuts are reshaping global vehicle trade talks with the EU, UK, China, and more.
In conclusion, the tariffs imposed by President Trump are having a significant impact on the US auto market, particularly for European brands. However, the long-term effects and the strategies companies are adopting to navigate these changes are still unfolding.
Leggi anche:
- Gli Stati Uniti applicano un allentamento delle tariffe per l'industria automobilistica, attuano misure compensative e restrizioni sui dazi a livelli
- "Zapanta dell'USMCOC discute tariffe, commercio automobilistico e integrazione nordamericana - mantenere il percorso stabilito"
- Espansione della presenza militare della Cina nella regione del Pacifico sudoccidentale e dell'Oceania
- Esplorazione delle possibili misure di nuova applicazione
