Volkswagen 기술적 분석 - Volkswagen 거래: 2025-04-03

Volkswagen announced it will introduce an "import fee" on vehicles affected by the 25% tariffs imposed by US President Donald Trump. The auto maker said it has also decided to temporarily halt rail shipments of vehicles from Mexico and hold at port cars arriving by ship from Europe. World’s second biggest auto manufacturer has told its dealers that it would give more details by mid-April on pricing strategies for tariff-affected cars while it plans to begin allocating those vehicles to stores by the end of the month. Analysts note that the import fee could potentially increase the cost of goods sold and reduce company’s profit margins if the additional cost of the import fee is not fully passed on to consumers. Meanwhile, the decision to halt shipments and hold cars at port can lead to disruptions in Volkswagen’s supply chain and increase inventory holding costs as the automaker incurs storage and handling costs without generating revenue from sales. Expectations of higher operational cost are bearish for Volkswagen’s stock price.