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柬埔寨工业增长面临外部挑战xa0多元化出口市场成增长关键
Shang Wu Bu Wang Zhan· 2025-08-27 15:39
与服装业类似,非服装制造业的增速预计为6.9%,未能达到最初的预期。报告解释,柬泰边境的 紧张局势一度减缓了原材料的流通,而对等关税的影响已波及多种对美出口品类。面对这些挑战,企业 正积极调整供应链,例如将部分陆运转为海运和空运,以确保生产和出口的顺畅。 (原标题:柬埔寨工业增长面临外部挑战xa0多元化出口市场成增长关键) 2025年上半年,多个非服装品类的出口实现了显著增长,彰显了柬埔寨出口结构的持续优化。其中 电子元件增长24.3%、家具增长39.4%、汽车零件增长10.1%、自行车增长41.6%、轮胎增长80.4%、电线 电缆更是实现了194.9%的增长。与此同时,由于美国市场关税上调,太阳能电池板的出口下跌了 98.9%。 财经部表示,尽管柬埔寨工业领域在2025年面临贸易摩擦和关税争端等外部阻力,但其多元化的出 口市场是支持下半年增长的关键动力。通过积极拓展欧盟、中国等非美国市场,柬埔寨正逐步增强抵御 外部风险的能力,确保经济的稳步发展。 柬埔寨财经部在最新发布的半年度报告中指出,尽管面临外部挑战,柬埔寨工业领域在2025年仍有 望实现稳健增长。报告预测,2025年柬埔寨工业领域增速预计为7.1%, ...
柬埔寨工业增长面临外部挑战 多元化出口市场成增长关键
Shang Wu Bu Wang Zhan· 2025-08-27 12:23
柬埔寨财经部在最新发布的半年度报告中指出,尽管面临外部挑战,柬埔寨工业领域在2025年仍有望实 现稳健增长。报告预测,2025年柬埔寨工业领域增速预计为7.1%,略低于此前的预期,主要原因是服 装及非服装制造业的增速放缓。不过,汽车组装、食品饮料等行业保持了稳定增长,而建筑业也呈现逐 步复苏的态势。 作为柬埔寨工业的最大支柱,服装业预计实现10.1%的增长。报告分析,虽然上半年该行业出口表现超 出预期,这主要得益于在对美新关税实施前,部分订单提前出货,这一增长势头预计将在年底减弱。 报告特别指出:"从8月起对美实施的新出口关税,将影响第四季度的新订单。"尽管美国市场面临挑 战,但对欧盟和中国等其他市场的出口预计将保持积极态势,这在一定程度上抵消了美国市场下滑带来 的影响,成为服装业维持增长的关键动力。 与服装业类似,非服装制造业的增速预计为6.9%,未能达到最初的预期。报告解释,柬泰边境的紧张 局势一度减缓了原材料的流通,而对等关税的影响已波及多种对美出口品类。面对这些挑战,企业正积 极调整供应链,例如将部分陆运转为海运和空运,以确保生产和出口的顺畅。 2025年上半年,多个非服装品类的出口实现了显著增长,彰 ...
美国对印度50%关税将生效,哪些行业最受伤?
Di Yi Cai Jing· 2025-08-26 09:14
美国总统特朗普8月6日签署行政令,以印度"通过直接或间接方式进口俄罗斯石油"为由,在25%的基础 上,对印度输美产品征收额外的25%关税。在8月27日正式生效后,除像苹果手机等电子产品,以及医 药产品仍将享受关税豁免待遇外,其他印度主要输美产品都将缴纳50%的重税。 在特朗普作出这一决定后,曾有外界认为这是特朗普"极限施压"的手段,双方很有可能在最后期限前达 成妥协。美国贸易谈判代表团原定于8月25日至8月29日前往新德里访问,更是给了外界遐想的空间,但 此访在最后时刻取消。美国总统顾问纳瓦罗也明确表示,关税将如期生效,让美印在最后时刻达成妥协 的希望破灭。 美国施加的50%关税几乎是对印度商品的禁令。 美国对印度征收50%关税的计划将正式实施。 当地时间8月25日,美国国土安全部发布通知,宣布计划对印度产品征收50%关税,新政于美国东部夏 令时2025年8月27日00:01生效(北京时间8月27日12:01),适用于此后进入美国消费市场或从仓库提 货的印度商品。 印度主要向美国出口成衣、虾类、宝石及珠宝等商品。根据美国商务部的数据,2024年,美印货物贸易 规模为1288亿美元,其中印度向美出口873亿美元 ...
关税阴影下,美国服装业市场“紧张并焦虑”
Xin Hua She· 2025-08-25 05:43
加拿大女装品牌特里巴尔时装公司销售与商品副总裁克里斯蒂娜·洛莱告诉新华社记者,整个行业 都不清楚美国关税政策走向。"对于制造商来说,这种不确定性令人恐惧,我们必须在不将成本完全转 嫁给消费者的情况下应对政策变化,这是巨大挑战。" 她表示,公司在中国、危地马拉、印度、孟加拉国和土耳其等国设有生产基地,不同国家在某些产 品领域具有特殊优势,难以替代。比如,中国在泳装和牛仔产品的面料和工艺方面非常出色,很难找到 同等质量和价格的替代。面对关税上涨,公司已将2026年春季系列女装价格上调约7%,在市场接受度 和生存压力之间寻求平衡。 关税政策不确定性让许多企业陷入困境。记者在采访中了解到,一些企业正考虑将供应链转移至其 他地区以化解关税上涨带来的成本压力,但由于产品原材料的特殊性以及生产质量等因素,许多企业无 法轻易迁移供应链,只能自行消化成本上升压力,或通过适度调高价格转嫁给消费者。 美国男装企业布拉沃集团代表法里德·尼克法尔贾姆告诉记者,公司销售的男士衬衫、牛仔裤、外 套等均产自中国,与山东、浙江和福建等地中国工厂合作多年,供应链非常稳固。他表示,公司"压力 巨大"。"我们所在的细分市场对价格非常敏感,可涨价幅度 ...
美印谈判计划取消 50%关税还有转机吗
Bei Jing Shang Bao· 2025-08-18 14:45
Group 1 - The trade relationship between the US and India is rapidly deteriorating, with the cancellation of the US trade representative's visit to New Delhi and the postponement of bilateral trade negotiations [2][3] - The US has announced a 25% tariff on Indian exports as a penalty for India's purchase of Russian oil, which is set to take effect on August 27 [3][4] - India's exports to the US accounted for nearly 20% of its total exports, valued at $86.51 billion in the last fiscal year ending March 2025 [5] Group 2 - The proposed bilateral trade agreement negotiations have stalled after five rounds, primarily due to India's refusal to open its agricultural and dairy markets, which are critical to its economy [4][6] - The imposition of high tariffs by the US could severely impact India's manufacturing ambitions and economic growth, with potential negative effects on small and medium-sized enterprises in the apparel sector [5][6] - Despite the trade conflict, both countries are still open to negotiations, with India having made several concessions, including tariff exemptions on industrial goods [7][8]
上市公司理财生变:资金转向A股市场
Zhong Guo Jing Ying Bao· 2025-08-15 18:50
Group 1 - The core viewpoint of the articles highlights a shift in the funding allocation of listed companies due to the dual effects of a low interest rate environment and a recovery in market confidence, leading to increased equity investments and a decrease in traditional low-risk financial products [1][3][4] - As of August 14, 2023, the total amount of financial products subscribed by listed companies was 526.298 billion, a significant decrease from 748.026 billion in the same period last year, while investments in equity funds have increased, indicating a shift in investment strategy [1][2] - Analysts suggest that the decline in yields of traditional low-risk financial products, which now range from 1.5% to 2%, has prompted companies to seek higher returns through equity investments, particularly in undervalued A-share assets [1][3] Group 2 - Companies like Liou Co. and Seven Wolves have announced plans to use substantial amounts of idle funds for securities investments, with Liou Co. planning to invest up to 3 billion and Seven Wolves up to 2 billion, reflecting a growing optimism in the A-share market [2][3] - The regulatory environment has also supported this trend, with measures introduced to optimize IPO schedules and encourage insurance funds to enter the market, enhancing the risk appetite of companies [3][4] - The investment behavior of companies is characterized by a focus on efficiency and risk control, with many firms viewing equity investments as a complement to their core business, while also being cautious of the high volatility in the A-share market [4][6]
如意集团:8月14日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-08-14 12:45
Group 1 - The company, RuYi Group, announced that its 17th board meeting of the 9th session was held on August 14, 2025, to review the rectification report regarding the warning letter issued by the Shandong Securities Regulatory Bureau [2] - For the year 2024, RuYi Group's revenue composition is as follows: 68.18% from the apparel industry, 27.25% from the textile industry, and 4.57% from other sectors [2]
详解美国7月CPI背后的关税阴影 “消费者还将看到价格进一步上涨”
Di Yi Cai Jing· 2025-08-13 14:34
Group 1 - The July Consumer Price Index (CPI) in the U.S. increased by 2.7% year-on-year, with a notable decline in gasoline prices helping to moderate overall inflation, while rising prices for other goods indicate the impact of the Trump administration's expansionary tariffs on consumers [1][2] - The core CPI, excluding food and energy, rose by 3.1% year-on-year, surpassing June's 2.9% and significantly exceeding the Federal Reserve's 2% target [1][2] - The prices of non-food and non-gasoline commodities increased for the second consecutive month by 0.2% in July, with specific categories like footwear experiencing a notable rise of 1.4%, the highest monthly increase in over four years [3] Group 2 - The tariffs are expected to lead to significant price increases for consumers, with projections indicating a 40% rise in shoe prices and a 38% rise in clothing prices by 2025 due to the tariffs [3][5] - Furniture and bedding prices rose by 0.9% in July, while outdoor equipment prices surged by 2.2%, marking the highest increase in over two years [3] - The overall inflation rate in the U.S. is anticipated to reach around 3.5% by the end of the year, driven by rising retail prices for imported goods such as furniture, toys, and appliances [5] Group 3 - The average tariff rate in the U.S. is projected to reach 17.3%, the highest level since 1935, due to the series of tariffs imposed by the Trump administration [6] - Economists expect that the high tariffs will lead to a gradual increase in prices rather than an immediate spike, indicating a slow decline in purchasing power for consumers [7][8] - The impact of tariffs on prices is expected to be more of a one-time adjustment rather than a continuous acceleration in inflation, as companies will recalibrate costs and share the burden with consumers [8]
以城之名 农银筑就
Jiang Nan Shi Bao· 2025-08-13 14:01
Core Viewpoint - Agricultural Bank of Suzhou Branch is actively contributing to the modernization of urban development in Suzhou by providing high-quality financial services and supporting urban renewal projects, particularly in the fashion industry [2][4]. Group 1: Urban Development and Financial Support - The Suzhou Branch of Agricultural Bank is focused on promoting high-quality urban development, emphasizing the importance of urban connotation and renewal as key strategies [2][3]. - The bank has successfully organized a syndicate loan of 2.98 billion yuan to support urban renewal projects, with 1.05 billion yuan disbursed in 2025 and a total of 9.36 billion yuan over five years [4][6]. - The bank has approved 17 urban renewal projects in the Changshu area, providing over 21 billion yuan in credit support [6]. Group 2: Fashion Industry Transformation - Changshu Garment City, established in 1985, is undergoing modernization to address challenges posed by the internet economy and resource scarcity, with a focus on urban area renewal [3][4]. - The bank is facilitating the transformation of Changshu Garment City by supporting the construction of creative districts, theme markets, and modern logistics [3][4]. - The "Yunshang Town" project, previously an industrial area, is being revitalized to attract fashion design and brand headquarters, with the bank providing 1.49 billion yuan in credit support [5][6]. Group 3: Digitalization and E-commerce - Digitalization is becoming a hallmark of Changshu Garment City, with smart production systems enhancing efficiency in garment manufacturing [2][3]. - The integration of online and offline trading systems is being promoted, with online transaction volumes exceeding 100 billion yuan [4][6].
“新中式”穿搭成潮流
Ren Min Ri Bao· 2025-08-02 10:27
Group 1: Market Trends in "New Chinese" Clothing - The demand for "New Chinese" clothing has surged, with various regions leveraging their unique characteristics to expand market opportunities [4][5][6] - In Shenyang, the average daily foot traffic in a flagship qipao store reached 2,000 to 3,000, with total sales exceeding 1 million yuan since its opening [5] - The average annual growth rate of qipao customization has been nearly 30%, indicating a shift towards personalized consumer preferences [5][6] Group 2: Innovations in Fabric and Design - In Suzhou, the monthly sales of "New Chinese" clothing can exceed 1 million yuan, driven by innovative fabric production [7][8] - Companies like Wujiang Dingsheng Silk Co. have developed popular fabrics such as "Han Palace Autumn Moon," showcasing the importance of material innovation in the market [8] - The integration of traditional patterns with modern aesthetics is crucial for appealing to contemporary consumers, as demonstrated by designers like Jiang Liping and Wu Shaohua [9][10][11] Group 3: Cultural Integration and Tourism - The rise of immersive cultural tourism activities centered around qipao has positively impacted the clothing industry and related sectors [6] - Shenyang's annual qipao cultural festival has transformed the industry from a niche market to a broader national trend, with visitor numbers increasing by 50% during the event [6] - The "New Chinese" clothing industry in Chengdu is projected to exceed 8 billion yuan in market size by 2024, with expectations to reach 10 billion yuan by 2025 [11]