加拿大麥格納 應對關稅威脅
全球最大的汽車供應商之一如何為特朗普的關稅做準備
作者：Nora Eckert 2025 年 4 月 2 日
https://www.reuters.com/business/autos-transportation/how-one-largest-auto-suppliers-world-is-preparing-trumps-tariffs-2025-04-02/
2025 年 3 月 26 日，美國密歇根州聖克萊爾，麥格納電動汽車結構工廠的機器人站上裝載生產部件，該工廠生產電動汽車的電池外殼。路透社/麗貝卡·庫克
[1/8]2025 年 3 月 26 日，美國密歇根州聖克萊爾，麥格納電動汽車結構工廠的機器人站上裝載生產部件，該工廠生產電動汽車的電池外殼。
麥格納麵臨特朗普對外國汽車進口征收 25% 關稅的挑戰
首席執行官 Swamy Kotagiri 表示，在關稅背景下，靈活性對麥格納至關重要
Wipfli 的 Laurie Harbour 表示，小型供應商麵臨壓力
密歇根州聖克萊爾 4 月 2 日（路透社）——加拿大汽車供應商麥格納 (MG.TO) 的首席執行官 Swamy Kotagiri 穿過密歇根工廠，穿過嗡嗡作響的機械臂和飛舞的火花，打開新標簽，反思他如何在震動行業的關稅中試圖“控製不可控因素”。
“我們經曆了一係列黑天鵝事件，”Kotagiri 說。“我們的行業真正繁榮起來，有確定性、節奏和穩定性。而這正是過去四年所缺少的。”
麥格納在密歇根州的工廠規模龐大，凸顯了其在錯綜複雜的全球汽車供應鏈中的關鍵作用。該公司在美國擁有 59 家工廠，在加拿大擁有 50 家工廠，在墨西哥擁有 33 家工廠，這是 20 世紀 90 年代北美自由貿易協定遺產的一部分，該協定形成了一個高度交織的係統，將零部件從一個國家運回，在全球一些最大的市場生產汽車。
但 Kotagiri 和其他汽車公司領導人現在麵臨著一個顛覆性的行業。特朗普總統於 3 月底宣布對外國汽車進口征收 25% 的關稅，預計將提高消費者價格，減少需求並打擊就業增長。麥格納在 28 個國家擁有超過 17 萬名員工，其規模遠遠超過福特、通用汽車和豐田等大多數大客戶。
在特朗普呼籲征收 25% 關稅的幾個小時前，Kotagiri 表示，沒有“簡單的方法來消化這些關稅”，稱大部分成本將轉嫁給消費者。分析師表示，特朗普的征稅預計將使每輛車的成本增加數千美元，給汽車製造商和供應商帶來數十億美元的損失。
“靈活性是關鍵”
麥格納已經經受住了工會罷工、半導體短缺和電動汽車需求低於預期的考驗。麵對關稅，Kotagiri 表示，麥格納正試圖盡可能靈活，包括其位於密歇根州聖克萊爾的電動汽車結構工廠，該工廠為通用悍馬和 Silverado EV 等車輛生產電池外殼。如果需要，供應商可以重新編程那些擺動的機械臂來組裝車架或發動機支架，Kotagiri 說。
“世界變了，”Kotagiri 說。“靈活性是關鍵。我們需要有足跡、能力和專業知識來提供幫助。”
但它的成功也可能取決於規模較小的供應商，這些供應商可能更加苦惱。
“如果你和像麥格納這樣提供支持的中小型供應商交談，我的意思是，談論恐慌，”谘詢公司 Wipfli 的汽車供應商團隊負責人 Laurie Harbour 表示。“他們的成本上漲了很多，但收入仍然很低，”她說，並補充說這“給他們作為企業的生存能力帶來了壓力。”
像麥格納這樣的大型公司還必須追蹤他們的產品落入何處以及它們跨境的次數。Harbour 說，一些供應商令人驚訝地對此沒有完全的了解。
隨著汽車製造商在美國擴大生產以避免關稅，對麥格納美國業務的需求可能會增加。上個月，現代宣布在美國投資 210 億美元，供應商 Lear 表示也可能擴大。另一方麵，標普全球移動性估計，汽車成本的上漲可能會削弱美國的銷售，導致每年的汽車交付量從目前的 1600 萬輛減少 100 多萬輛。
為了實現新的增長，麥格納與許多其他公司一樣，都在關注中國這個全球最大的汽車市場。麥格納的中國業務占公司總收入的 13%，在中國擁有 69 家製造工廠，員工超過 30,000 人。
當中國企業“開始考慮出口或進入歐洲或世界其他地區時，我們相信我們擁有一席之地，”Kotagiri 說。
Nora Eckert 報道；Aurora Ellis 編輯
全球最大的汽車供應商之一如何為特朗普的關稅做準備
路透社 2025 年 4 月 2 日
https://www.ctvnews.ca/business/autos/article/how-one-of-the-largest-auto-suppliers-in-the-world-is-preparing-for-trumps-tariffs/
麥格納國際公司
密歇根州聖克萊爾 — 加拿大汽車供應商麥格納 MG.TO 的首席執行官斯瓦米·科塔吉裏 (Swamy Kotagiri) 走過密歇根州的一家工廠，穿過嗡嗡作響的機械臂和飛舞的火花，反思了他如何在震動行業的關稅中試圖“控製不可控的事物”。
“我們經曆了一係列黑天鵝事件，”科塔吉裏說。“我們的行業確實在確定性、節奏和穩定性方麵蓬勃發展。而這正是過去四年所缺少的。”
麥格納位於密歇根州的工廠規模龐大，凸顯了其在錯綜複雜的全球汽車供應鏈中的關鍵作用。該公司在美國擁有 59 家工廠，在加拿大擁有 50 家工廠，在墨西哥擁有 33 家工廠，這是 20 世紀 90 年代北美自由貿易協定遺產的一部分，該協定形成了一個高度交織的係統，將零部件從一個國家運回，在全球一些最大的市場生產汽車。
但 Kotagiri 和其他汽車公司領導人現在正麵臨著一個顛覆性的行業。唐納德·特朗普總統於 3 月底宣布對外國汽車進口征收 25% 的關稅，預計將提高消費者價格，減少需求並打擊就業增長。麥格納在 28 個國家擁有超過 170,000 名員工，其規模遠遠超過其大多數大客戶，包括福特、通用汽車和豐田等。
在特朗普要求征收 25% 關稅的幾個小時前，科塔吉裏表示，沒有“簡單的方法來消化這些成本”，並表示大部分成本將轉嫁給消費者。分析師表示，特朗普的征稅預計將使每輛車的成本增加數千美元，給汽車製造商和供應商帶來數十億美元的損失。
“靈活性是關鍵”
麥格納已經經受住了工會罷工、半導體短缺和電動汽車需求低於預期的考驗。麵對關稅，科塔吉裏表示，麥格納正試圖盡可能靈活，包括其位於密歇根州聖克萊爾的電動汽車結構工廠，該工廠為通用悍馬和 Silverado EV 等車輛生產電池外殼。如果需要，供應商可以重新編程那些擺動的機械臂來組裝車架或發動機支架，科塔吉裏說。
“世界變了，”科塔吉裏說。“靈活性是關鍵。我們需要有足跡、能力和專業知識來提供幫助。”
但其成功也可能取決於規模較小的供應商，這些供應商可能更加苦惱。
“如果你和像麥格納這樣提供支持的中小型供應商交談，我的意思是，談論恐慌，”谘詢公司 Wipfli 的汽車供應商團隊負責人 Laurie Harbour 表示。“他們的成本上漲了很多，但收入仍然很低，”她說，並補充說這“給他們作為企業的生存能力帶來了壓力。”
像麥格納這樣的大型公司還必須追蹤他們的產品落入何處以及它們跨境的次數。Harbour 說，一些供應商令人驚訝地對此沒有完全的了解。
隨著汽車製造商擴大美國國內生產以避免關稅，對麥格納美國業務的需求可能會增加。上個月，現代宣布在美國投資 210 億美元，供應商 Lear 表示也可能擴大規模。另一方麵，標普全球移動出行公司估計，汽車成本上漲可能會削弱美國的銷量，導致其年汽車交付量從目前的 1600 萬輛減少 100 多萬輛。
為了實現新的增長，麥格納正與許多其他公司一樣，將目光投向中國——全球最大的汽車市場。麥格納的中國業務占該公司總收入的 13%，在中國擁有 69 家製造工廠，雇傭了 30,000 多名員工。
Kotagiri 表示，當中國企業“開始考慮出口或進入歐洲或世界其他地區時，我們相信我們擁有一席之地”。
（Nora Eckert 報道；Aurora Ellis 編輯）
美國總統唐納德·特朗普對貿易夥伴征收的互惠關稅將於今日生效，他已宣布這一天為美國貿易的“解放日”。CTV News 在所有平台上進行了廣泛報道：
How one of the largest auto suppliers in the world is preparing for Trump's tariffs
Item 1 of 8 A worker loads production parts at a robot station at the Magna Electric Vehicle Structures Facility that builds battery enclosures for electric (EV) vehicles, in St. Clair, Michigan, U.S., March 26, 2025. REUTERS /Rebecca Cook
[1/8]A worker loads production parts at a robot station at the Magna Electric Vehicle Structures Facility that builds battery enclosures for electric (EV) vehicles, in St. Clair, Michigan, U.S., March 26, 2025. REUTERS /Rebecca Cook
Purchase Licensing Rights, opens new tab - Magna faces challenges from Trump's 25% tariffs on foreign auto imports
- Flexibility crucial for Magna amid tariffs, says CEO Swamy Kotagiri
- Smaller suppliers under pressure, says Laurie Harbour of Wipfli
ST. CLAIR, Michigan, April 2 (Reuters) - Walking through a Michigan plant past whirring robotic arms and flying sparks, Swamy Kotagiri, the CEO of Canada-based auto supplier Magna
(MG.TO), opens new tab reflected on how he is trying to "control the uncontrollable" in the midst of industry-shaking tariffs.
"We've had a series of black-swan events," Kotagiri said. "Our industry really prospers with certainty and cadence and stability. And that's what's been missing in the last four years."
The vastness of Magna's facility in Michigan underscores its role as a key cog in the intricate global auto supply chain. The company has 59 facilities in the United States, 50 in Canada, and another 33 in Mexico, part of the legacy of the 1990s North American Free Trade Agreement that produced a highly intertwined system of sending parts from one country - and then back again - to produce cars in some of the world's largest markets.
But Kotagiri and other leaders of auto companies are now facing an upended industry. President Donald Trump's 25% tariffs on foreign auto imports announced at the end of March are expected to raise consumer prices, reduce demand and hit job growth. Magna, with more than 170,000 employees across 28 countries, dwarfs most of its large customers, including the likes of Ford, General Motors and Toyota.
Speaking just hours before Trump called for the 25% tariffs, Kotagiri said there was no "easy way to absorb this," saying much of the cost would be passed on to consumers. Trump's levies are expected to add thousands of dollars in cost per vehicle and billions for automakers and suppliers, analysts say.
'FLEXIBILITY IS KEY'
Magna has already weathered union strikes, a semiconductor shortage and lower-than-expected EV demand. In the face of tariffs, Kotagiri said Magna is trying to be as flexible as possible, including at its EV structures facility in St. Clair, Michigan, where it cranks out battery enclosures for vehicles like GM's Hummer and Silverado EV. If needed, the supplier can reprogram those swinging robotic arms to assemble frames or engine cradles, Kotagiri said.
"The world changed," Kotagiri said. "Flexibility is key. We need to have the footprint, the capacity and the expertise to help."
But its success may also depend on smaller suppliers, who are likely even more distressed.
"If you talk to small and mid-sized suppliers that support, like a Magna, I mean, talk about panic," said Laurie Harbour, whose team focuses on automotive suppliers at advisory firm Wipfli. "Their cost has gone up so much and the revenues are still so soft," she said, adding that it is "putting pressure on their viability as a business."
Massive companies like Magna also have to trace where their products land and how many times they cross borders. Some suppliers surprisingly don't have complete visibility into this, Harbour said.
There may be more demand for Magna's U.S. business as automakers expand production stateside to avoid tariffs. Last month, Hyundai announced a $21 billion investment in the United States, and supplier Lear said it could expand as well. On the other hand, S&P Global Mobility estimates that the rising cost of autos could sap U.S. sales, cutting annual vehicle deliveries by more than 1 million from its current 16 million.
For new growth, Magna is looking in the same direction as many others - China, the world's largest car market. Magna's China business accounted for 13% of the company's overall revenue, where it has 69 manufacturing facilities that employ more than 30,000 people
When Chinese businesses "start thinking of either exports or coming to Europe or other parts of the world, we believe we have the seat at the table," Kotagiri said.
Reporting by Nora Eckert; Editing by Aurora Ellis
How one of the largest auto suppliers in the world is preparing for Trump's tariffs
Magna International Inc.ST. CLAIR, Michigan — Walking through a Michigan plant past whirring robotic arms and flying sparks, Swamy Kotagiri, the CEO of Canada-based auto supplier Magna MG.TO reflected on how he is trying to “control the uncontrollable” in the midst of industry-shaking tariffs.
“We’ve had a series of black-swan events,” Kotagiri said. “Our industry really prospers with certainty and cadence and stability. And that’s what’s been missing in the last four years.”
The vastness of Magna’s facility in Michigan underscores its role as a key cog in the intricate global auto supply chain. The company has 59 facilities in the United States, 50 in Canada, and another 33 in Mexico, part of the legacy of the 1990s North American Free Trade Agreement that produced a highly intertwined system of sending parts from one country - and then back again - to produce cars in some of the world’s largest markets.
But Kotagiri and other leaders of auto companies are now facing an upended industry. President Donald Trump’s 25 per cent tariffs on foreign auto imports announced at the end of March are expected to raise consumer prices, reduce demand and hit job growth. Magna, with more than 170,000 employees across 28 countries, dwarfs most of its large customers, including the likes of Ford, General Motors and Toyota.
Speaking just hours before Trump called for the 25 per cent tariffs, Kotagiri said there was no “easy way to absorb this,” saying much of the cost would be passed on to consumers. Trump’s levies are expected to add thousands of dollars in cost per vehicle and billions for automakers and suppliers, analysts say.
‘FLEXIBILITY IS KEY’
Magna has already weathered union strikes, a semiconductor shortage and lower-than-expected EV demand. In the face of tariffs, Kotagiri said Magna is trying to be as flexible as possible, including at its EV structures facility in St. Clair, Michigan, where it cranks out battery enclosures for vehicles like GM’s Hummer and Silverado EV. If needed, the supplier can reprogram those swinging robotic arms to assemble frames or engine cradles, Kotagiri said.
“The world changed,” Kotagiri said. “Flexibility is key. We need to have the footprint, the capacity and the expertise to help.”
But its success may also depend on smaller suppliers, who are likely even more distressed.
“If you talk to small and mid-sized suppliers that support, like a Magna, I mean, talk about panic,” said Laurie Harbour, whose team focuses on automotive suppliers at advisory firm Wipfli. “Their cost has gone up so much and the revenues are still so soft,” she said, adding that it is “putting pressure on their viability as a business.”
Massive companies like Magna also have to trace where their products land and how many times they cross borders. Some suppliers surprisingly don’t have complete visibility into this, Harbour said.
There may be more demand for Magna’s U.S. business as automakers expand production stateside to avoid tariffs. Last month, Hyundai announced a $21 billion investment in the United States, and supplier Lear said it could expand as well. On the other hand, S&P Global Mobility estimates that the rising cost of autos could sap U.S. sales, cutting annual vehicle deliveries by more than 1 million from its current 16 million.
For new growth, Magna is looking in the same direction as many others - China, the world’s largest car market. Magna’s China business accounted for 13 per cent of the company’s overall revenue, where it has 69 manufacturing facilities that employ more than 30,000 people
When Chinese businesses “start thinking of either exports or coming to Europe or other parts of the world, we believe we have the seat at the table,” Kotagiri said.
(Reporting by Nora Eckert; Editing by Aurora Ellis)
U.S. President Donald Trump’s reciprocal tariffs on trading partners are set to take effect today, a day he has proclaimed as “Liberation Day” for American trade. CTV News has extensive coverage across all platforms:
