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受关税影响,部分亚马逊卖家将不参加今年Prime会员日活动
news flash· 2025-04-29 00:19
Core Insights - Some third-party sellers on Amazon that sold Chinese-made products during last year's Prime Day will not participate this year or will reduce the number of discounted items offered. This decision is a strategy to protect profit margins amid increased tariffs [1] Group 1 - Third-party sellers are opting out of Amazon's Prime Day to safeguard their profit margins [1] - The decision is influenced by the imposition of new tariffs on Chinese goods [1] - Sellers are consulting with advisors to navigate the challenges posed by the current tariff environment [1]
第七届双品网购节在无锡启动
Xin Hua Ri Bao· 2025-04-28 23:19
启动仪式现场,百余家店铺组成直播市集,线上线下打造"可逛、可玩、可购"的沉浸式消费新场 景。"企业原先完全依赖出口美国、欧洲,现在积极面向国内大市场,多次补货仍销售一空,让我们对 国内市场的信心倍增!"宜兴市至正陶瓷有限公司总经理王健介绍,目前企业国内销售占比已超20%, 今后将持续增加投入开拓国内市场。 启动仪式上,省商务厅联合京东集团、淘天集团,正式上线"江苏外贸优品专区",这也是京东和淘 天在全国范围内开设的首个省级外贸优品专区,通过绿色通道、流量支持、供产对接等服务举措,助推 外贸企业拓展内销网络渠道。京东工业、海智在线、汇通达等电商平台现场发布对江苏外贸企业的支持 举措,助力企业降本增效、拓展内销。 本届双品网购节将持续至5月12日,其间江苏全省13个设区市将推出各具特色的主题活动,共同打 造消费促进活动矩阵。 4月28日上午,第七届双品网购节全国启动仪式在无锡举行。作为"购在中国"系列活动的重要组成 部分,本届网购节期间,江苏将以"品牌品质 惠享生活"为主题,围绕品质电商、外贸优品、场景创 新、丝路云品、数商兴产五大主题,开展一系列特色活动,持续释放消费潜力,推动消费提质升级。 双品网购节作为国家 ...
亚马逊电商购物节要凉?部分卖家因关税退出Prime Day
Feng Huang Wang· 2025-04-28 11:58
退出Prime Day的不止格林一位。Bogg Bag是一家销售中国制造手提袋的公司,其CEO金·瓦卡雷拉(Kim Vaccarella)今年也决定不参加Prime Day,以保留部分未售出的美国库存。她希望将这些库存以原价或较 小折扣,销售给梅西百货、布鲁明戴尔百货、迪克体育用品以及一些规模较小的独立商店,这些手提袋 在亚马逊上的售价为70美元至200美元。与此同时,她已暂停在中国生产Bogg手提袋,并正着手将生产 转移至柬埔寨和越南。 Prime Day一直以来都是亚马逊全年最重要的购物活动之一,其重要性仅次于黑色星期五和网络星期 一。虽然亚马逊允许卖家自愿参与这一活动,但该公司在电视和社交媒体广告上投入了数百万资金来宣 传Prime Day,并告知卖家,他们的商品若能出现在更多的购物者面前,将受益于一种"光环效应"。亚 马逊在全球拥有约2亿名Prime会员。 CFRA研究公司分析师阿伦·桑达拉姆(Arun Sundaram)表示,卖家商品所面临的关税让亚马逊Prime Day 处于一个尴尬境地。"亚马逊不会有大问题,但我确实为一些第三方卖家感到担心。在这种环境下,受 打击最严重的将是他们。"桑达拉姆表示 ...
花旗预警:关税冲击Q1北美互联网 绩前下调预期及目标价
Zhi Tong Cai Jing· 2025-04-28 10:59
该行的预期调整在一定程度上参考了2020年第二季度因疫情封锁导致的经济放缓,但此次下调幅度相对 较小,特别是考虑到关税政策的反复变化。该行认为The Trade Desk受关税影响最为直接,而Criteo基于 效果的广告支出则具有一定的防御性。 该行认为,The Trade Desk因品牌广告和部分垂直领域受影响,2025财年营收预期将从28.79亿美元降至 27.55亿美元,目标价从70美元降至63美元;Criteo虽有业绩广告优势,但受零售媒体和旅游等垂直领域 影响,2025财年营收预期从11.68亿美元降至11.47亿美元,目标价从60美元降至47美元。 花旗近日发布北美互联网行业股票Q1前瞻报告,绩前调整了该行业覆盖范围内大多数公司的盈利预期 和目标价,以反映对关税影响以及由此导致的宏观环境走软的预期。 虽然该行覆盖的所有公司都在一定程度上受到影响,但总体而言,该行认为数字广告和电子商务行业受 影响最大,而网站建设商、针对中小企业的工具提供商以及在线约会领域受影响较小。 花旗预计第一季度财报或不会受到投资者太多关注,而第二季度和2025年全年展望及预期基本上将主要 由关税和宏观因素驱动,该行也会关注覆 ...
淘天知产报告:原创保护平台帮助超96万家商家受益
Zhong Guo Jing Ji Wang· 2025-04-28 06:08
Core Insights - The widespread application of generative AI technology and explosive growth of digital content have reshaped the boundaries of intellectual property protection, calling for more innovative and systematic governance paradigms [1] - Taotian Group has established a new paradigm for intellectual property protection driven by "innovative protection and infringement governance," laying a solid foundation for the high-quality development of the digital economy [1] Group 1: Intellectual Property Protection Initiatives - Taotian Group's "proactive prevention" project has quickly identified and halted infringements, achieving rapid online governance effects [1] - The company has launched five exclusive rights for small and medium-sized enterprises (SMEs) and emerging brands, including "consultation services," "rapid rights protection," "brand co-construction," "offline cooperation," and "original protection" [2][3] - The platform has supported over 240 SMEs and emerging brands, with the volume of governance on infringing products increasing by 49% [3] Group 2: Original Protection Platform - The Original Protection Platform, launched in 2018, has protected over 897 million images, 151 million short videos, and more than 930,000 design manuscripts, benefiting over 960,000 original merchants by March 31, 2025 [4] Group 3: AI Governance Mechanism - Taotian Group has established an "innovative protection" and "poor quality governance" dual-driven AI governance system, implementing a first-release filing mechanism for AI-generated content [5] - The platform's AI image protection mechanism allows merchants to generate a "digital ID" for each AI design image, enabling quick rights protection through filing evidence [6] Group 4: Global Cooperation and Brand Protection - Taotian Group has created a "global identification cooperation alliance," with over 1,000 brands expressing interest in collaboration to enhance the identification of infringing products [7][8] - The alliance aims to build an intelligent system for identification cooperation, reducing the cost of brand self-enforcement and focusing on high-risk categories and products [8]
财报季大考接近尾声 科技巨头盈利增速追得上估值膨胀吗?
智通财经网· 2025-04-28 02:19
智通财经APP注意到,上一次科技巨头发布财报时,特朗普刚刚开始他的任期,股市因期待亲增长的政府议程而飙升,投资者的主要担忧是公司需要多长时 间才能将人工智能支出转化为利润。 三个月后,他们面临的局面要黯淡得多。 本周微软、苹果、Meta和亚马逊的季度财报将在一个被贸易战每一个转折所困扰的市场中发布,这场贸易战已导致标普500指数市值蒸发5.5万亿美元。对人 工智能的关注已让位于对关税引发经济衰退的担忧,而黄金等避险资产已成为那些因过于紧张而不敢低价买入股票的投资者当日的交易选择。 尽管存在诸多不确定性,华尔街并没有给这些公司的预期留下太多回旋余地。分析师预计,所谓的"七巨头"——还包括谷歌母公司Alphabet、特斯拉和英伟 达——2025年的平均利润增长将达到15%,这一预测自3月初贸易紧张局势加剧以来几乎没有变化。 分析师迟迟未下调利润预期 这提高了本周发布财报的四家巨头的风险,它们在标普500指数中的权重合计近20%。交易员不太可能在一个已经充满恐惧的市场环境中原谅盈利不及预 期,尽管这些股票价格大幅下跌且估值有所改善。 行业巨头的悲观前景也不会受到欢迎,尤其是如果它们加剧了人们对未来企业支出疲软的担忧 ...
“涨价”开始了!亚马逊近千商品平均涨价29%,Shein前100商品平均涨价51%
Hua Er Jie Jian Wen· 2025-04-28 00:25
Group 1 - The core viewpoint of the articles highlights a significant price increase across various consumer goods in the U.S. market due to the impact of tariffs imposed by the Trump administration, leading to concerns about inflation and reduced consumer demand [1][4]. - Amazon has seen an average price increase of 29% across nearly 1,000 products since April 9, affecting categories such as clothing, jewelry, home goods, electronics, and toys [2][4]. - Shein has raised prices significantly, with an average increase of 51% for its top 100 beauty and health products, and some kitchen items experiencing price hikes as high as 377% [3][4]. Group 2 - Major consumer goods companies like Procter & Gamble and Unilever have issued warnings about price increases, indicating potential inflationary pressures and a decline in consumer spending [4]. - Procter & Gamble has lowered its sales and profit forecasts, noting a decline in consumer spending in early 2023, and plans to raise prices further due to new tariffs [4]. - Unilever has increased prices by an average of 1.7% in the first quarter of 2025, citing rising costs for dairy, cocoa, and palm oil, exacerbated by new tariffs [4].
智通决策参考︱科技和刺激内需或成为主要方向
Zhi Tong Cai Jing· 2025-04-28 00:05
【主编观市】 在特朗普关税战"认怂"之下,港股上周也同步反弹。不过,市场观望情绪依旧浓厚,因为变数太多。单 边的嘴炮并没有解决根本性问题。 上周的重磅会议也提前召开,但预期不算强,继续以稳为主,以不变应万变。短期强刺激难以看到。 本周持续关注美国方面动态,美股"七巨头"中的苹果、微软、亚马逊和Meta本周都将披露财报,关注 业绩及供应链情况。美欧一季度GDP将公布、美国4月非农就业报告,重点看数据出台是否引发衰退的 担忧。 本周六晚间伯克希尔·哈撒韦将公布一季度财报并举行年度股东会。由于巴菲特年事已高,今年的问答 环节会缩短一些,将在奥马哈当地时间早上8点至下午1点间举行。投资重点观察其现金变动情况及对后 市展望。 接下来是五一假期,市场最后一天或对五月行情进行定调。 当前看,科技和刺激内需或成为主要方向。科技线:高层举行集体学习,主题聚焦人工智能(AI)。 Manus母公司海外融资超5亿美元,聚焦中东、日本等海外市场开拓。天津市正研究推出"算力券"政 策,用于支持企业购买智算或超算服务。预计AI智能体、算力等会有刺激。 消费线:预计系列刺激内需的政策红包陆续会发布。商务部等6部门:下调离境退税起退点,优化离 ...
本周,多个经济数据即将公布
Zheng Quan Shi Bao· 2025-04-27 09:55
宏观要闻国务院最新批复:同意 据中国政府网消息,国务院发布关于同意在海南全岛和秦皇岛等15个城市(地区)设立跨境电子商务综合试验区的批复(简称"批复")。 批复称,同意在海南全岛和秦皇岛市、保定市、二连浩特市、丹东市、滁州市、三明市、开封市、新乡市、鄂州市、邵阳市、梧州市、北海市、防城港 市、广安市、博尔塔拉蒙古自治州等15个城市(地区)设立跨境电子商务综合试验区,名称分别为中国(城市或地区名)跨境电子商务综合试验区,具体实施 方案由所在地省级人民政府分别负责印发。同时,撤销在海口市、三亚市、阿拉山口市设立的跨境电子商务综合试验区。 由降转增!国家统计局最新公布 4月27日,国家统计局公布数据显示,一季度,全国规模以上工业企业利润由上年全年同比下降3.3%转为增长0.8%。国家统计局工业司统计师于卫宁表 示,一季度政策效应持续释放,带动工业企业利润由降转增,装备制造业、高技术制造业利润支撑作用明显,工业经济发展质效持续提升。李家超发声: 香港将部署为内地企业提供供应链服务 近期,美国对全球多地加征所谓"对等关税",其中,对中国内地及中国香港和澳门地区加征同样的关税,扰乱全球贸易秩序,为市场带来多重挑战。 香港 ...
美国电商集体涨价,“关税不能这么高下去,太多人撑不过去”
Xin Lang Cai Jing· 2025-04-27 09:26
Core Viewpoint - The article discusses the impact of increased tariffs on Chinese imports imposed by President Trump, particularly on American consumers and e-commerce platforms like Amazon, leading to significant price hikes on various products [1][2][4]. Price Increases on E-commerce Platforms - Since April 9, nearly 1,000 products on Amazon have seen an average price increase of 29% due to rising import costs [1]. - SmartScout's analysis indicates that over 800 products are at their highest recorded prices, with a significant portion of sellers being from China [2]. - Amazon's own brand products, such as batteries and USB cables, have also experienced price increases, ranging from a few cents to several dollars [4][5]. Impact on Small and Medium-sized Sellers - Many small sellers, heavily reliant on Chinese suppliers, are struggling to cope with the increased costs and are forced to make significant adjustments [6][7]. - Zulay Kitchen, a small home goods brand, has had to lay off 19% of its workforce and cut advertising spending by 85% due to the challenges posed by tariffs [6]. - The article highlights that small businesses may face severe competition and potential closure if tariffs remain high, as they lack the flexibility to absorb additional costs [7][8]. Supply Chain Adjustments - Companies are attempting to shift their manufacturing to countries like India and Mexico, but this transition may take one to two years, which is unsustainable for many small businesses [6][7]. - The article notes that a significant portion of Amazon sellers (over 70%) source their products from China, making them vulnerable to price increases [9]. Consumer Behavior and Market Dynamics - There are indications of consumers beginning to stockpile products in anticipation of further price increases [9][10]. - Major retailers like Walmart and Home Depot have expressed concerns to the Trump administration about impending price hikes and supply chain disruptions [8][10]. - The article suggests that the long-term effects of the trade conflict will depend on whether U.S. importers can find alternative sources for their products [7][11]. Competitive Advantage of Chinese Manufacturing - Despite the challenges posed by tariffs, experts assert that China's manufacturing capabilities and supply chain infrastructure remain unmatched and essential for global production [11].