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转自:北京商报

面对25%的汽车关税,所有汽车制造商都在叫苦连天。对此,美国总统特朗普当地时间周一表示,他正在考虑“某种关税豁免”,以减轻汽车公司重新配置供应链的压力,这可能是他对关税政策的最新调整。他表示,他正在研究豁免进口汽车和零部件关税的可能性,以便让汽车公司有更多时间在美国建立生产基地。

特朗普在椭圆形办公室被问及“短期”关税豁免时说:“我正在考虑一些措施来帮助一些汽车公司,它们正在转向使用加拿大、墨西哥等地生产的零部件。他们需要一点时间。因为他们要在这里(美国)生产。但他们需要一点时间。所以我说的就是这样的事情。”

特朗普政府辩称,关税是重振美国制造业的必要手段。一位汽车行业高管将特朗普的最新言论描述为“承认汽车行业正面临困境”。另有评论称,特朗普的最新表态可能让美国汽车制造商松一口气,但同时也增添了更多不确定性。

此前,特朗普对汽车加征了25%关税,而5月3日开始,针对汽车零部件的25%进口关税也将生效,目前美国汽车制造商正在为此焦灼准备。汽车行业警告称,若全面实施,此举将推高美国消费者购车成本,并扰乱高度依赖加拿大、墨西哥供应链的美国汽车制造业。

“行业需要一定缓冲期来实现政府期望的调整,”底特律ButzelLong律所汽车供应链律师米奇·扎亚克指出,“这种转型不可能一夜完成。”知情人士透露,福特、通用和Stellantis已表示愿意对整车及发动机、变速箱等大型部件支付关税,但强调若对更广泛的零部件征税,将导致成本飙升、利润预警和裁员,与特朗普重振制造业的目标背道而驰。

特朗普一再辩称,他的目的是使用关税迫使企业将生产转移到美国,从而提振就业和经济。但专家,甚至一些共和党人都警告说,这项政策将导致消费品的价格飙升。

此前有分析人士预测,新关税将推高美国新车和二手车的价格。据安德森经济集团本月报告,新关税可能使部分进口豪华车成本增加高达2万美元,即便是美国本土化程度较高的小型轿车和跨界车,成本也将增加2500美元至4500美元。报告估算,关税实施首年将给美国消费者带来300亿美元额外支出。当前,美国新车均价已经逼近5万美元,而关税增加后将进一步抬高消费压力。

不过,特朗普在关税问题上的“朝令夕改”已是人尽皆知。美国海关和边境保护局上周五将一系列产品排除在原先公布的“对等关税”之外,类别包括了通讯设备(智能手机)、计算机、半导体设备、集成电路器件等。

在上述最新采访中,有记者问道“苹果产品是否有可能获得豁免”,特朗普没有详细说明,但他继续为自己改变关税声明辩护,称这是一种灵活性的表现。特朗普还提到,他最近与苹果首席执行官蒂姆·库克进行了交谈,并“帮助”了他。

美联社提到,特朗普对华关税严重影响苹果。包括iPhone在内的许多苹果产品都是在中国组装的。

报道称,即使对电子产品免税的政策是暂时的,但这一“暂时的缓刑”也让苹果有了一些喘息的空间。美国韦德布什证券分析师丹·艾夫斯表示,苹果目前的处境显然较之前好得多,但他警告称,特朗普政策仍存在“巨大的不确定性、混乱和困惑”。

另据美国有线电视新闻网网站4月14日报道,数家美国企业14日提起诉讼,称根据美国《国际应急经济权力法》,特朗普的关税是非法的。该诉讼是由法律倡导组织自由正义中心代表5家企业在美国国际贸易法庭提起的。该中心称,这些企业受到了关税的“严重损害”。

《国际应急经济权力法》赋予总统权力,在国家安全或经济面临“非同寻常的威胁”时行使应急经济权力。原告称,这一标准在本案中并未得到满足。诉状还称,法律不允许总统单方面征收关税。

自由正义中心的高级法律顾问杰弗里·施瓦布在一份声明中说:“任何人都不应该有权力征收对全球经济造成如此巨大影响的税。宪法赋予国会、而不是总统设定税率(包括关税税率)的权力。”

这并不是特朗普全面征收关税的做法第一次面临法律挑战。4月3日,民权组织新公民自由联盟提出申诉,称《国际应急经济权力法》不允许总统颁布关税措施。

北京商报综合报道

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