希望圣诞节不要“被偷走”——美国商户期待中国商品进口回正轨

Core Insights - The article discusses the impact of U.S. tariffs on Christmas merchandise imports from China, warning of potential shortages and higher prices for American consumers this holiday season [1][5][9] Group 1: Trade Dynamics - Traditionally, U.S. importers place orders in spring, with Chinese factories producing goods in summer, leading to timely shipments for the holiday season. This cycle has been disrupted by recent tariff policies [1] - In 2023, U.S. Christmas merchandise imports are expected to be significantly affected, with a notable decrease in the volume of imports, particularly Christmas trees and decorations [5][7] Group 2: Export Performance - Yiwu, known as the "world supermarket," has seen a 22.9% year-on-year increase in Christmas product exports, totaling 5.17 billion RMB in the first three quarters of 2023 [3][4] - Exporters in Yiwu are adapting to the challenging trade environment by diversifying their markets and increasing inventory in anticipation of demand [4][5] Group 3: Price Implications - The CEO of a major U.S. artificial Christmas tree importer reported a 25% reduction in imports from China, with prices expected to rise by 10% or more due to increased costs associated with U.S. manufacturing [5][7] - The overall sentiment among U.S. retailers indicates that consumers will face higher prices and limited choices for Christmas products this year, particularly affecting low-income families [5][8] Group 4: Economic Context - The article highlights broader economic challenges in the U.S., including rising inflation and employment risks, which are contributing to a decrease in consumer spending for the holiday season [8] - A survey indicates that average holiday spending per person is expected to drop by 5% compared to 2024, marking the largest decline since 2020 [8]