智通财经APP获悉，交银国际发布研报称，由于中国自主品牌车企并无在美国的任何布局，故美国关税对其影响有限甚至为零。报告表示，中国汽车零部件厂商直接出口美国部分，将遭加征25%关税，虽认为此次加税针对部分产品，但仍可与车企商谈关税分担。但长期看来，中国汽车零部件厂商需考虑本地化生产，同时推动零部件本地化及供应链的区域化。
据报道，受影响最大的依次为韩国、日本及德国。该行认为，短期对所有进口车及零部件加征25%关税，将推高每辆车的成本，如现代北美已确认批发价将调整，料中长期亦有可能加快在美国本土化生产，但预计利润率将受压。
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