韩媒：“特朗普汽车关税的受益者是比亚迪”！

4月1日，韩国媒体《今日财经》发表文章称，美国从4月3日开始对进口车征收25%的关税，使全球整车企业陷入了困境。不仅是在美国市场占有较大份额的韩国、日本和德国汽车，美国整车企业也受到汽车价格上涨的影响。只有在美国生产的特斯拉被列为赢家。

但也有“受益于特朗普关税”的企业。这就是中国电动汽车企业比亚迪。有分析认为，在与比亚迪竞争的韩国、德国、美国电动汽车企业因关税问题陷入苦战的时候，比亚迪将享受到好处。

这种趋势已经出现在股价中。特朗普总统上月26日宣布计划对进口汽车征收关税后，通用汽车等美国三大汽车公司股价集体下跌。

韩国和日本汽车公司的情况更糟糕。现代汽车和起亚去年在美国销售了1708293辆汽车，其中995577辆在韩国生产并出口到美国。与去年的业绩相比，美国58.3%的销售额直接受到关税的影响。

英国《金融时报》预测，由于美国关税，全球汽车制造商可能进一步落后于比亚迪等中国电动汽车公司。分析认为，在竞争对手应对关税之际，中国电动汽车企业可以通过更低的价格和创新技术来增强电动汽车市场的竞争力。

此次关税对比亚迪没有直接影响，这是因为进军美国已经受阻。美国自去年9月起对中国电动汽车征收100%关税。

对此，《华尔街日报》报道称，美国总统特朗普与美国主要汽车制造商首席执行官举行电话会议，警告他们“不要以征收关税为借口提高汽车价格”。

译文：

South Korean media: 'Trump's auto tariff beneficiary is BYD'!

On April 1, South Korean media "Today Finance" reported that the US will impose a 25% tariff on imported cars starting April 3, putting global automakers in a difficult situation. Not only South Korean, Japanese and German carmakers with significant market share in the US, but also American automakers are affected by rising car prices. Only Tesla, produced in the US, is considered a winner.

However, there are also companies that have benefited from Trump's tariffs. This is China's electric vehicle company BYD. Analysts believe that while competitors like South Korean, German and American EV companies struggle with tariff issues, BYD will benefit.

This trend has already been reflected in stock prices. After President Trump announced plans to impose tariffs on imported cars last month 26th, the shares of major US automakers such as General Motors fell collectively.

The situation for South Korean and Japanese automakers is even worse. Hyundai and Kia sold 1,708,293 vehicles in the US last year, of which 995,577 were exported to the US from Korea. 58.3% of their sales in the US are directly affected by tariffs.

The UK's Financial Times predicts that due to US tariffs, global automakers may fall further behind Chinese electric vehicle companies like BYD. The analysis suggests that while competitors adjust to tariffs, Chinese EV companies can enhance their competitiveness in the EV market through lower prices and innovative technologies.

This tariff does not have a direct impact on BYD because its entry into the US market has been blocked. Since September last year, the US has imposed a 100% tariff on Chinese electric vehicles.

In response, The Wall Street Journal reported that US President Trump warned major American automaker CEOs in a phone call not to use tariffs as an excuse to raise car prices.

原文：https://www.toutiao.com/article/1828176291941380/

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