Manufacturer cuts profit margin range for year as German car exports to US fall sharply
The German car manufacturer Volkswagen has said Donald Trumps US import tariffs have cost it more than 051bn in the first half of the year.
Volkswagen said it had made strong progress realigning the company, which is considering cutting 35,000 jobs by 2030, but that it had suffered a 1.3bn (051.13bn) decline in operating result primarily due to high costs from increased US import tariffs.
The company has also reduced its profit margin range to be between 4% and 5% for the year, based on an assumption that tariffs of between 10%, at best, and the current 27.5%, at worst, will be made permanent by the US president.
The group, emblematic of German industry, also makes the Audi, Seat and Skoda brands as well as the luxury marques Lamborghini and Bentley, and commercial vehicles including Scania trucks.
Its reduced revenues underline the German chancellor Friedrich Merzs continued appeal to Trump to urgently sign a deal on tariffs with concessions for the EU car industry.
On Monday, the Vauxhall maker, Stellantis , said Trumps tariffs had already cost it 300m, while last week the Chinese-owned Swedish brand Volvo said it had paused sales of some models to the US and experienced a substantial fall in revenues in the second quarter of the year.
German car exports to the US fell sharply in April and May as import tariffs imposed by Trump hit automakers sales in their most important foreign market, the VDA industry association said on Thursday.
Auto exports to the US fell by 13% in April and 25% in May from the same months the previous year, the VDA said. It added that 64,300 vehicles were shipped to the US over both months.
Before Trumps return to the White House, the US charged a 2.5% tariff on European-made cars, while the EU had a 10% duty on vehicles imported from the US.
The Volvo chief executive, H02kan Samuelsson, last week called on the EU to drop its 10% tariff, saying it was absolutely unnecessary in an effort to accelerate a deal with the US.
However, the EU is now closing in on a deal with the US for blanket tariffs of 15% on most goods with no special exemption for the automotive industry if a deal is struck before Trumps 1 August deadline.
On Thursday, the EU said it thought a deal was within reach but Trump is not expected to imminently sign any executive orders as he begins a private visit to his luxury golf resorts at Turnberry in Ayrshire and Menie in Aberdeenshire.
Separately, shares in German-owned Puma dropped by more than 18% on Friday morning after it said it expects US trade tariffs to cost it 80m in gross profit this year, and that it now expects to make a loss in adjusted earnings before interest and taxes.
Much of the sportswear industry faces higher costs because of the US trade tariffs, as they rely on manufacturing in China, Vietnam, Cambodia and Bangladesh.
德国对美汽车出口骤降 制造商下调全年利润率预期
德国汽车制造商大众集团表示，唐纳德·特朗普实施的美国进口关税政策已导致其今年上半年损失逾10亿欧元。
大众汽车表示，公司在业务重组方面取得显著进展（正考虑到2030年前削减3.5万个岗位），但受美国提高进口关税导致成本激增的影响，运营利润遭受13亿欧元（约合11.3亿英镑）的损失。
该公司还将本年度的利润率区间下调至4%至5%，其依据是假设美国总统会将最低10%、最高27.5%的关税税率永久化。
该集团是德国工业的象征，旗下品牌包括奥迪、西雅特和斯柯达，以及兰博基尼、宾利等豪华汽车品牌，同时还生产斯堪尼亚卡车等商用车辆。
收入下降凸显出德国总理弗里德里希·梅尔茨持续呼吁特朗普尽快签署一项对欧盟汽车业做出关税让步的协议。
周一，沃克斯豪尔汽车的制造商斯特兰蒂斯集团表示，特朗普政府的关税政策已使其损失3亿欧元；而就在上周，中国控股的瑞典品牌沃尔沃宣布暂停向美国销售部分车型，并称今年第二季度营收大幅下滑。
德国汽车工业协会（VDA）周四表示，由于特朗普政府加征的进口关税冲击了汽车制造商在其最重要海外市场的销量，4月和5月德国对美国的汽车出口量大幅下滑。
德国汽车工业协会（VDA）表示，今年4月和5月对美汽车出口量同比分别下降13%和25%，这两个月共计向美国出口了64,300辆汽车。
在特朗普重返白宫前，美国对欧洲制造的汽车征收2.5%的关税，而欧盟对从美国进口的汽车则课以10%的关税。
沃尔沃首席执行官霍坎·塞缪尔森上周呼吁欧盟取消10%的关税，称这一举措对于加速与美国的协议谈判而言“完全没必要”。
然而，欧盟正接近与美国达成一项协议，若能在特朗普设定的8月1日最后期限前敲定，将对大多数商品统一征收15%的关税，且汽车行业不会获得特殊豁免。
周四，欧盟表示认为协议即将达成，但特朗普预计不会立即签署任何行政命令，因为他已开始对位于艾尔郡坦伯利和阿伯丁郡梅尼的豪华高尔夫度假村进行私人访问。
另据报道，德国运动品牌**彪马**（Puma）周五早盘股价暴跌逾18%，原因是该公司预计美国关税政策将导致其今年毛利润减少8000万欧元，且目前预期调整后的息税前利润将出现亏损。
由于依赖中国、越南、柬埔寨和孟加拉国的制造业，美国加征的贸易关税导致大部分运动服装行业面临成本上升的问题。
全部评论 （0）