摩根路易斯律师事务所：2026年汽车行业展望报告（英文版）（37页）.pdf

1、 2025 Morgan,Lewis&Bockius LLPHOURAUTOMOTIVEA Look Ahead to the Automotive Industry in 2026PresentersDavid R.BroderdorfCasey WeaverChristina RennerDaniel S.SavrinDavid PlotinskyTimothy P.LynchOverviewUS Trade and Tariffs Outlook BIS and Supply Chain Regulation Outlook Highway Program Reauthorization

2、 and Congressional OutlookUS Labor-Management Relations:Trade and Policy OutlookEU Regulatory Developments and Outlook3US Trade and Tariffs Outlook 4US Import Tariffs5IEEPA Trafficking TariffsCanada 35%other than USMCA qualifying;10%energy and potashMexico 25%other than USMCA qualifying;10%potashChi

3、na 10%(reduced from 10%)IEEPA Reciprocal Tariffs10%baseline on almost all countriesIncreased reciprocal rates effective August 7 after initial pauseChina rose up to 125%;lowered to 10%to November 2026Other ConsiderationsBilateral Trade NegotiationsIEEPA Tariff LitigationElimination of De MinimisTrad

4、e Remedies6 Steel,Aluminum,and Derivatives Automobiles and Automobile Parts Medium-and Heavy-Duty TrucksSection 232 Stacks with Section 232 and IEEPA Tariffs Chinese batteries and battery parts(25%),EVs(100%),steel and aluminum(25%)Section 301 Chinese aluminum extrusions(with third country implicati

5、ons)Chinese active anode materials(including when incorporated into batteries)Chinese and Turkish brake drumsAntidumping and Countervailing Duty OrdersUSMCA Review7 Joint Review begins July 1,2026 Terminates if not extended Automotive Industry is largest segmentOverview Rules of Origin and Regional

6、Value Content Rapid Response Mechanism Non-market economy investmentKey Concerns IncludeForced Labor and Supply Chain ConcernsThe automotive industry is subjected to increased scrutiny under the Uyghur Forced Labor Prevention Act(UFLPA).Among the shipments specific to the automotive and aerospace in