全球瞭望丨法媒：美国高关税重创法国化妆品业

Group 1 - The French cosmetics industry is severely impacted by the U.S. tariff policy, facing multiple pressures including export obstacles, rising costs, and supply chain restructuring [1][2] - 85% of the cosmetics industry in France consists of small and medium-sized enterprises, which have limited risk resilience and are significantly affected by high U.S. tariffs [1] - In 2024, the total export value of French cosmetics is expected to approach €3 billion, with the U.S. being the largest overseas market [1] Group 2 - Each cosmetic product exported to the U.S. incurs a 15% tariff, with some packaging products facing an additional 50% tariff on steel and aluminum [1] - The proportion of companies entering judicial reorganization has noticeably increased since the beginning of the year, with many facing payment halts or even closures [1] - Approximately 5,500 jobs exist in the French cosmetics industry, with potential threats to 1,500 direct jobs and 3,500 indirect jobs due to trade agreements, leading to an estimated loss of €300 million [1][2] Group 3 - The export of French cosmetics to the U.S. has already declined by 12% in the first half of 2025 [1] - Companies are forced to reassess and adjust their production bases, logistics, and supply chains due to high tariffs [2] - Some companies are attempting to cut costs by reducing packaging weight or adjusting sizes, but most remain in a wait-and-see approach without making substantial decisions [2]