觀點汽車業

Biggest cost from Trump’s tariffs is uncertainty for Asian carmakers
川普關稅的致命不確定性

Companies forced to make billion-dollar bets in face of unpredictable politics
變幻不定的形勢讓各國車企陷入兩難:是冒著下屆美國政府可能改變規則的風險斥資擴大在美業務;還是頂著落於人後的風險選擇觀望?

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世紀80年代,日本汽車製造商被指責殺死了美國汽車工業。爲應對這種情況,里根(Reagan)政府通過談判讓日本同意進行「自願出口限制」——雖然禮貌地叫做「自願」,但明顯是被迫,迫使日本製造商必須在美國境內生產更多汽車,才能繼續享有美國市場準入。川普(Trump)政府對外國製造的汽車及零組件施加新一輪關稅,很難不讓人聯想到這段歷史。

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