法媒：受美国关税政策影响 法国化妆品行业正“遭受重创”

Core Insights - The French cosmetics industry is significantly impacted by the U.S. tariff policy, facing multiple pressures including export obstacles, rising costs, and supply chain restructuring [1][3]. Group 1: Industry Overview - Approximately 85% of the French cosmetics industry consists of small and medium-sized enterprises, which are particularly vulnerable to the high U.S. tariffs [3]. - In 2024, the total export value of French cosmetics is expected to approach €3 billion, with the U.S. being the largest overseas market [3]. Group 2: Tariff Impact - Each cosmetic product exported to the U.S. incurs a 15% tariff, with additional tariffs of up to 50% on certain packaging products like aerosol spray cans [3]. - The high tariffs have forced the French cosmetics industry to reassess and adjust its production bases, logistics, and supply chains [3]. Group 3: Employment and Economic Consequences - The French cosmetics sector employs approximately 55,000 people, with potential threats to 1,500 direct jobs and 3,500 indirect jobs due to the impact of U.S. trade agreements [7]. - A projected loss of €300 million could result from these trade challenges [7]. - French customs data indicates a 12% decline in cosmetics exports to the U.S. in the first half of 2025 [7]. Group 4: Company Challenges - The proportion of companies entering judicial reorganization has notably increased since the beginning of the year, with many facing payment halts or even closures [5]. - More than half of the cosmetics produced in France rely on exports, and the industry is currently experiencing its worst situation [5].