特朗普钢铝关税“引爆”恐慌，美企高管急得像热锅上的蚂蚁……-我的钢铁网

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style='color:#3861ab'>铝</a>征收25%关税，预计将于3月中旬生效。一时间，依赖进口钢铁和铝的行业都乱了阵脚，高管们纷纷绞尽脑汁地想如何才能抵消这些关税带来的影响。</p> <p>从可口可乐和福特等大型公司，到规模较小的铝业、航空航天和家电公司，预计都会受到特朗普关税的影响。<strong>福特首席执行官吉姆·法利（Jim Farley）表示，到目前为止，特朗普的举措给美国企业增加了“很多成本和很多混乱”。</strong></p> <p>与此同时，白宫还在频繁发出各种形式和规模的威胁，让高管、投资者和消费者感到不安，他们不清楚最新的威胁是否会实现，也不清楚那些游说特朗普的公司是否会获得豁免。</p> <p>开利全球公司（Carrier Global）是美国一家主要生产和分销暖通空调系统的公司。该公司首席执行官David Gitlin周二在公司财报电话会议上表示：“我们不知道的事情太多了。我们不知道它们是否最终会全部变为现实。我们根本不知道是否会有豁免。”</p> <p>如何应对？</p> <p>美国企业纷纷对关税的影响发出了警告，许多制造企业发现很难计划下一步行动。<strong>高管们正在采取多种策略，包括改变进口产品组合，或将成本直接转嫁给消费者。</strong></p> <p>例如，可口可乐（Coca-Cola）表示，如果铝罐变得更贵，它可能会将进口转向更多地依赖塑料瓶。香水公司科蒂（Coty）表示，该公司已经增加了美国的库存，并正在北卡罗来纳州增加香水产量。</p> <p>福特高管周二表示，该公司正在考虑可以增加库存的领域，为潜在的对墨西哥和加拿大进口产品征收25%的关税新政做准备。通用汽车则表示，在特朗普1月20日就职典礼之前，它将其国际工厂的库存削减了30%至40%。</p> <p>然而，如果供应商受到影响，汽车制造商也可能受到打击。全球汽车供应商美安（Autoliv）在接受采访时表示，计划将关税带来的成本增加转嫁给汽车制造商，“这最终可能导致汽车价格上涨。”</p> <p>诸多不确定性</p> <p>加拿大公司Optima Aero在美国和法国设有分公司，为直升机提供二手零部件。该公司总裁Toby gold表示，由于担心关税和报复性关税，他暂时搁置了从美国购买价值50万美元的产品的计划，因为这批设备要到8个月后才能供货。</p> <p><strong>“从现在开始的八个月有很多不确定因素。”</strong>他说。</p> <p>此外，值得注意的是，<strong>对所有铝和钢铁征收全面关税将使企业“根本没有其他选择”。</strong>特朗普的目标是提高美国曾经占主导地位的铝和钢铁的产量。根据联邦数据，2024年美国对铝的需求为430万吨，进口370万吨。</p> <p>总部位于芝加哥的世纪铝业（Century Aluminum）表示，它强烈支持关税。该公司在美国经营多家铝冶炼厂。该公司首席执行官Jesse Gary说，“特朗普总统的果断行动将保护国家安全，并有助于为美国铝业工人创造公平的竞争环境。”</p> <p>但<strong>还有一些美国公司敦促特朗普考虑关税对金属行业的长期影响。</strong></p> <p>总部位于纽约的私营铝材分销商PerenniAL的首席执行官Brian Hesse表示：“需要制定一项长期战略，以增加美国的铝产量，这样我们就能更接近自给自足。”该公司生产铝材板材、线材和<a href='https://m.mysteel.com/market/p-968-----0307-0--------1.html' target='_blank' style='color:#3861ab'>钢坯</a>，用于制造车轮、窗框和其他产品。</p> <p>他说，PerenniAL因关税而面临的任何价格上涨，<strong>最终都会影响到普通消费者。</strong></p> <p><strong>消费者也注意到了这一点。密歇根大学（University of Michigan）数据显示，2月消费者信心降至七个月低点，通胀预期飙升。</strong></p> <p>地区性商会North Country Chamber of Commerce总裁兼首席执行官Garry Douglas说，根据最近几周与40多家地区制造商和仓库运营商的对话，库存正在增加。</p> <p>根据联邦数据，集装箱运输量在1月份创下纪录，而来自加拿大和墨西哥的跨境卡车运输量在2024年12月比前两年的12月更为繁忙。</p> <p>Douglas说：<strong>“目前没有能力突然取代国内供应，特别是铝，因为超过一半来自魁北克。”</strong></p>  <br /> </div> </div> </article> <article class="content-block m-copyRight"> 资讯编辑：刘佳惠 021-26093916 </br> 资讯监督：乐卫扬 021-26093827 </br> 资讯投诉：陈跃进 021-26093100 </br> </article> <article class="content-block m-copyRight h-statement"> <p class="h-statement-text">免责声明：Mysteel发布的原创及转载内容，仅供客户参考，不作为决策建议。原创内容版权归Mysteel所有，转载需取得Mysteel书面授权，且Mysteel保留对任何侵权行为和有悖原创内容原意的引用行为进行追究的权利。转载内容来源于网络，目的在于传递更多信息，方便学习与交流，并不代表Mysteel赞同其观点及对其真实性、完整性负责。申请授权及投诉，请联系Mysteel（021-26093397）处理。</p> <span class='h-statement-show'>展开</span> </article> <div class="content-block-title s-title"> <h2 style="display: inline-block;"> <a href="https://m.mysteel.com/article/p-5439-------------1.html" external>相关文章</a> </h2> <a href="https://m.mysteel.com/article/p-5439-------------1.html" external class="more"> 查看更多<i class="arrow"></i> </a> </div> <div class="list-block recommend-list"> <ul> <li class="item"> <div class="news-title"> <a data-url="m.mysteel.com" 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