韩国对美汽车零部件出口2025年下降

韩国对美国的汽车零部件出口在2025年出现五年来首次下降。国内汽车制造商在美国扩大本地采购,以应对关税措施。根据韩国汽车产业协同组合的数据,出货量同比下降6.7%,至76.7亿美元。

韩国对美国的汽车零部件出货量在2025年同比下降6.7%,至76.7亿美元,这是自2020年出口下降11.5%以来的首次年度下降。对韩国最大海外市场的出口近年来稳步上升,从2021年的69.1亿美元增至2022年的80.3亿美元、2023年的80.8亿美元和2024年的82.2亿美元。韩国汽车产业协同组合将下降归因于特朗普政府拟对汽车进口征收25%的关税,此举对韩国的汽车出口及更广泛产业造成严重打击。行业分析师指出,更高关税促使现代汽车公司和起亚公司等汽车制造商扩大在美国当地的零部件采购。美国去年5月起对进口汽车零部件征收25%关税。根据首尔与华盛顿协议,对韩国汽车零部件关税降至15%,追溯至11月1日。但特朗普威胁以议会审议贸易协议特别投资法案延误为由,将对韩国汽车、木材和制药产品征收的“对等”关税从15%提高至25%。根据该协议,韩国承诺在美国投资3500亿美元等,以换取美国将对韩国的对等关税从25%降至15%。这些关税变动为韩国汽车零部件行业的未来增添不确定性。

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