Frontline | The "tariff war" has caused fluctuations in imported cars in the USA: multiple brands have pressed the "pause button," and a "price increase wave" is about to arrive?
① "The store has already issued a notice that all imported cars from the USA have had their reservations canceled." On April 15, a sales representative from a certain BMW 4S store located in Peking told the Securities Times reporter. ② The Tesla China official website shows that the Model S/X no longer offers a separate "order new car" option, and the corresponding model pages only display a "view stock" button.
Policies across the country are continuously being catalyzed, and Institutions are Bullish on the accelerated landing of the low-altitude industry.
① According to the Tianyancha App, recently, Harbin New District Low Altitude Economy Operation Development Co., Ltd. was established, and this company is wholly owned by the Office of the State-Owned Assets Supervision and Administration Commission of the People's Government of Songbei District, Harbin. ② Huaxin Securities Research Reports point out that in 2024, the low altitude economy was mentioned for the first time in the government work report during the national two sessions, and subsequently, policies for the low altitude economy have been introduced one after another in various regions, with continuous policy catalysis expected to accelerate the industry's implementation.
Trump Hints at Auto Tariff Reprieve as Companies 'Need Time' to Adjust Supply Chains
The humanoid robot marathon will kick off on April 19, with the industry entering a phase of intensive catalysis.
① According to reports, the world's first humanoid robot half marathon will start at 7:30 AM on April 19th in Peking Yizhuang. ② Shanghai Securities pointed out that the Siasun Robot&Automation Industry Chain has entered a stage of "a hundred flowers blooming, a hundred schools of thought contending". Currently, humanoid robots are entering industrial scenarios, which has become a highly certain application trend domestically and globally. The commercialization of humanoid robots is promising, and attention is recommended for domestic component manufacturers that will benefit.
The negative effects of tariffs are beginning to show: imports of Autos from the USA are gradually "stopping," and businesses are reluctant to invest recklessly in the USA.
① The 25% tariff imposed by President Trump on imported cars took effect last week, causing many Auto Manufacturers to suspend deliveries to the USA market; ② Brands such as Jaguar Land Rover, Stellantis, and Audi have announced a halt to exports to the USA or production in North America; ③ The tariff has had a destructive impact in the short term, and many companies have not yet made the decision to increase production capacity in the USA, which may undermine Trump's ambitions for American manufacturing.
BAIC is advancing towards extended range.
Veteran players in the automotive industry are starting to fight back.