关税推高成本 美国电商集体涨价

Core Viewpoint - The recent tariff policies initiated by the U.S. have significantly impacted small and medium-sized foreign trade enterprises, leading to increased living costs for American consumers and price hikes across various retail platforms, including Amazon and other cross-border e-commerce platforms [2][3][4]. Price Increases - Since April 9, nearly 1,000 products on Amazon have seen price increases averaging close to 30%, affecting categories such as clothing, home goods, electronics, and toys [3]. - For example, a power bank's price rose from $110 to $135, translating to an increase from approximately 802 RMB to 984 RMB, exceeding a 20% rise [3]. - Other platforms like Temu and Shein have also announced price adjustments due to rising operational costs, with Shein's swimwear price jumping from $4.39 to $8.39, a 91% increase [4]. Impact on Clothing Prices - Approximately 98% of clothing items in the U.S. are imported, and due to tariff policies, clothing prices could rise by 65% and shoe prices by up to 87% over the next year [4]. - Basic clothing items, which are in stable demand, are expected to see significant price increases, particularly affecting low-income households [4]. Supply Chain Adjustments - Brands reliant on Chinese manufacturing are forced to make large-scale adjustments. For instance, Zulay Kitchen is attempting to shift production to countries like India and Mexico, a process that may take one to two years [6][7]. - Many small businesses may face closure if tariffs are not significantly reduced, as they lack the capacity to absorb additional costs [7]. Consumer Sentiment - There is growing concern among American consumers regarding the potential for economic recession and the impact of tariffs on rising prices. A recent poll indicated that 47% of respondents expect significant price increases due to tariff policies [8]. - Major retailers, including Walmart, Target, and Home Depot, have expressed concerns to the Trump administration about impending price hikes and supply chain disruptions [9][10].