速霸陸挺過關稅風暴，力守全球120萬輛銷售目標
面對美國關稅衝擊，日本速霸陸（Subaru）透過降稅及漲價成功減輕影響，並堅持120萬輛的全球銷售目標。本文分析其在產業逆風中的突圍策略。
在美國關稅壁壘的壓力下，日本車廠速霸陸（Subaru）展現了驚人的韌性。透過較低的關稅稅率與調漲售價，該公司不僅有效減輕了關稅對盈利的衝擊，更重申將堅守全球年銷量超過120萬輛的長期目標。
根據日經新聞發自東京的報導，速霸陸有望在本財政年度大幅降低關稅帶來的財務影響。由於進口車佔其美國銷量約一半，這項策略的成功對速霸陸而言舉足輕重。
化解衝擊的雙軌策略
速霸陸的應對之道主要有二：其一是受惠於較低的汽車關稅稅率，其二是果斷實施價格調漲以抵銷增加的成本。此舉在維持獲利的同時，也穩住了市場根基。
相較之下，整個日本汽車產業的處境則顯得艱難。據報導，僅在今年上半年，日本汽車製造商因關稅受到的衝擊便高達97億美元。在產業寒冬中，速霸陸的表現無疑是一大亮點。
本文僅供參考，不構成任何投資建議。汽車產業股價易受國際貿易政策及全球經濟情勢波動影響，投資前請審慎評估。
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