关税战下芭比娃娃“命运”突变：美泰调整布局引行业震荡

Group 1 - The global toy market is undergoing significant changes due to tariff policies, impacting major players like Mattel, which is forced to raise prices and reduce reliance on Chinese manufacturing [1][3] - Mattel announced plans to increase prices on certain products sold in the U.S., while maintaining that 40% to 50% of its products will still be priced below $20 to mitigate market volatility [3] - The company has accelerated its supply chain reform, having already shifted production of 280 products from China last year and planning to move another 500 this year, with 40% of its products currently produced in China [3][4] Group 2 - Mattel's production strategy is diversifying beyond China, with products sourced from seven countries, including Indonesia, Thailand, Malaysia, and Mexico, aiming to limit any single country's production share to no more than 25% by 2027 [4] - The company anticipates a decrease in the percentage of its global output sold in the U.S. from 20% to below 15% next year, and further to 10% by 2027, indicating a strategic shift to reduce dependence on the U.S. market [4] - The U.S. has imposed tariffs of up to 145% on most imported goods from China, raising concerns about increased consumer prices and potential shortages in the toy market, which could lead to significant challenges for the industry [5][6] Group 3 - The ongoing tariff policies are expected to raise production costs and necessitate supply chain adjustments across the toy industry, with smaller manufacturers potentially facing closure due to cost pressures [6] - Consumers are likely to experience inevitable price increases on toys, which may reduce the variety and availability of products in the market, limiting consumer choices [6]