Shein考虑将上市地点从伦敦转向香港

Group 1 - Shein is considering shifting its planned IPO location from London to Hong Kong after prolonged efforts to list in London [3][4] - The company initially launched its IPO plans in New York at the end of 2023 but redirected to the UK after facing rejection from the SEC [3] - Discussions regarding risk disclosure language have been resolved, leading to preliminary approval from the FCA for a London listing earlier this year [3] Group 2 - The shift to Hong Kong is likely influenced by rising geopolitical tensions, despite concerns over tariffs on Shein's U.S. sales being less severe than anticipated [3] - Shein's annual revenue of approximately $38 billion sees one-third generated from U.S. sales, which are now facing scrutiny and regulatory challenges in both the U.S. and Europe [3] - The company's profitability decline raises doubts about achieving a valuation of $66 billion during its IPO, which was set during its last funding round [3] Group 3 - Shein's rapid sales growth has been supported by the exemption from import duties on low-value packages in the U.S. and Europe, but these exemptions are now under threat [3] - The U.S. has replaced its previous policy of exempting goods valued under $800 from import duties with a new system imposing a 54% tariff or a fixed fee of $100 [3]