英文【高盛】日本出口追踪第三期企业透露的信息（截至2025年5月16日）
25 May 2025 | 6:52PM JST Japan Export Tracker Number 3: What corporates are telling us (as of May 16,
报告摘要
25 May 2025 | 6:52PM JST Japan Export Tracker Number 3: What corporates are telling us (as of May 16,
核心要点
- 25 May 2025 | 6:52PM JST
- 25 May 2025
报告信息
- 文件全名
- 《英文【高盛】日本出口追踪第三期企业透露的信息（截至2025年5月16日）-26页.pdf》
- 适合读者
- 核心数据
- retail/consumer related coverage (accounting for c.37% of TSE market cap). As
- impact of tariffs, which comes to at least ¥4.5 tn, with ¥3.6 tn (c.80%) attributable to
- machinery each account for c.4-6%, and electronic components for c.3%.
- gross impact of tariffs is c.70% for automakers (30% mitigation), 20-60% for
- construction machinery and auto parts-related companies (40-80% mitigation), and
- 核心议题
常见问题
《英文【高盛】日本出口追踪第三期企业透露的信息（截至2025年5月16日）》主要包含哪些内容?
25 May 2025 | 6:52PM JST Japan Export Tracker Number 3: What corporates are telling us (as of May 16,核心数据:retail/consumer related coverage (accounting for c.37% of TSE market cap). As;impact of tariffs, which comes to at least ¥4.5 tn, with ¥3.6 tn (c.80%) attributable to;machinery each account for c.4-6%, and electronic components for c.3%.。
这份报告覆盖哪一年、篇幅多大?
覆盖 2025 年,全文约 26。
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这份报告适合哪些读者?
适合战略规划、行业研究员等读者参考。
报告涉及哪些关键议题?
重点分析了管理咨询等议题。
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