Core Viewpoint - The ongoing trade tensions between the U.S. and China, particularly due to increased tariffs, are significantly impacting the holiday season in the U.S., leading to higher prices and supply chain disruptions for Christmas goods and toys [1][3][19]. Price Increases and Consumer Impact - American consumers are facing higher prices for holiday items, with costs rising significantly due to tariffs imposed on Chinese imports, which are essential for products like artificial Christmas trees and toys [5][7]. - Retailers are struggling with stock shortages and increased logistics costs, leading to a challenging holiday sales season [7][9]. Supply Chain Disruptions - The increase in tariffs has forced U.S. businesses to pass on costs to consumers, resulting in price hikes that can be double or more compared to previous years [5][9]. - Many small retailers and distributors are being squeezed out of the market due to these pressures, leading to layoffs and business scale reductions [9][15]. Shifts in Export Strategies - Yiwu, known as the "global Christmas factory," is adapting by reducing reliance on the U.S. market and shifting focus to other regions like Latin America and Europe, indicating a strategic pivot in response to U.S. tariffs [3][11]. - The ability of Yiwu's businesses to adjust quickly is attributed to a well-established supply chain that allows for efficient production and distribution [11][13]. Long-term Implications of Tariffs - The tariff increases are not leading to a significant return of manufacturing to the U.S., as domestic production capabilities in sectors like toys and holiday goods remain limited [13][15]. - The trade tensions are reshaping global supply chains, but the core manufacturing capabilities in China are still vital, suggesting that tariffs may not be an effective long-term solution [17][19]. Employment and Economic Effects - The cost pressures from tariffs are leading to job losses, particularly among small retailers and independent sellers who lack the financial resources to absorb these changes [15][19]. - Despite reduced exports to the U.S., Chinese manufacturers are maintaining stable trade levels by exploring new markets and adjusting their product offerings [15][19].

Group 1: Impact of Tariffs on Christmas Imports - The overall import volume of Christmas goods in the U.S. has decreased by approximately 25% due to tariffs [1] - Over 80% of artificial Christmas trees sold in the U.S. are imported from China, with tariffs causing a price increase of about 20% [1] - Producing these Christmas trees domestically would cost three times more than importing from China [1] Group 2: Consumer Behavior and Spending - A significant portion of American consumers (41%) plan to reduce their holiday spending this year, an increase of 6 percentage points from the previous year [7] - Among those planning to cut back, 46% attribute their decision to high product prices, which is a 10 percentage point increase compared to 2024 [7] - Many consumers are resorting to borrowing to finance holiday purchases, leading to increased debt burdens [7][9] Group 3: Retail and Toy Industry Challenges - Retailers are facing challenges in attracting customers due to increased costs from tariffs, leading to more cautious consumer spending [3][4] - The toy industry is experiencing difficulties in production, transportation, and planning for the next year due to tariff-induced price hikes [3] - A report from Goldman Sachs estimates that consumers will ultimately bear 55% of the price increases resulting from tariffs [6] Group 4: Debt Accumulation Among Consumers - A survey indicates that 37% of Americans have accumulated debt during holiday shopping, with an average debt of $1,223, up from $1,181 last year [9] - Parents with children report even higher average debt levels of $1,324 [9] - The ongoing pressure from tariffs and high prices is significantly impacting household budgets, especially during the holiday season [9]

中美共同走出一条前无古人的大国相处新路，是这个时代面临的最重大命题之一。破题的关键，就是要 树立正确战略认知，摒弃零和博弈的旧思维 "从人造圣诞树、彩灯到装饰花环，如果你想在年底节日季到来之前装点家居，今年或许得早作打 算。"美国媒体日前报道说，由于贸易战和关税，美国市场圣诞商品库存紧张、价格上涨，不少美国民 众不得不调整节日预算。 在这个地球村时代，吹灭别人的灯，并不会让自己更加光明；阻挡别人的路，也不会让自己行得更远。 打着所谓"对等""公平"的旗号搞零和博弈，最终结果是损人不利己。美方滥施关税不仅没能解决其货物 贸易逆差和产业竞争力问题，反而让美国企业和消费者都付出了沉重代价。从美国港口因关税政策摇摆 出现物流拥堵，到美国科技企业因失去中国市场而蒙受巨额损失，现实的教训比比皆是。身处经贸第一 线的美国工商界一再呼吁取消加征关税，维护产业链供应链稳定。 今年父亲节临近时，一名美国TikTok博主发布视频，推荐来自中国义乌的太阳能风扇帽作为父亲节礼 物，在平台上收获900多万播放量，引发购买热潮。这个小小的案例，折射出中美贸易合作对民众福祉 的巨大增进作用。中美经贸关系的本质是互利共赢，而非你输我赢。经过4 ...

中美共同走出一条前无古人的大国相处新路，是这个时代面临的最重大命题之一。破题的关键，就是要 树立正确战略认知，摒弃零和博弈的旧思维 "从人造圣诞树、彩灯到装饰花环，如果你想在年底节日季到来之前装点家居，今年或许得早作打 算。"美国媒体日前报道说，由于贸易战和关税，美国市场圣诞商品库存紧张、价格上涨，不少美国民 众不得不调整节日预算。 2025年，从太平洋东岸涌起的一场关税海啸，给包括美国人民在内的各国人民福祉都造成严重损害。这 再次证明，在各国利益深度交融的今天，零和博弈寸步难行，互利共赢才是人间正道。 美方一些人执迷于零和博弈，这是中美经贸关系波折不断的重要原因。从无视国际经贸规则滥施关税、 单方面挑起经贸摩擦，到泛化国家安全概念，在科技领域出台严苛管制措施，种种扰乱正常经贸合作的 做法，背后都是"你输我赢""你兴我衰"的陈旧逻辑在作祟。 今年父亲节临近时，一名美国TikTok博主发布视频，推荐来自中国义乌的太阳能风扇帽作为父亲节礼 物，在平台上收获900多万播放量，引发购买热潮。这个小小的案例，折射出中美贸易合作对民众福祉 的巨大增进作用。中美经贸关系的本质是互利共赢，而非你输我赢。经过40多年的发展，两 ...

12月的一个工作日，马克·拉蒂诺和几名工人正忙着将成卷的乙烯基片材加工成圣诞树上悬挂的闪亮箔 丝。他们使用的定制机器已有近百年历史，在长达35英尺（约10米）的生产线上，源源不断地产出银光 闪烁的箔丝。 拉蒂诺是Lee Display公司的首席执行官。这家位于加州费尔菲尔德的公司由其曾祖父在1902年创立，最 初生产用于帽饰的手工天鹅绒和丝绸花。如今，它已成为美国仅存的少数本土人造圣诞树制造商之一， 年产量约1万棵。 关税波及圣诞树 今年，关税政策让人造圣诞树成为关注焦点，同时也凸显出美国在塑料圣诞树上对进口的高度依赖。 图片来源：视觉中国 行业组织美国圣诞树协会表示，受新关税影响，今年人造圣诞树的价格上涨了10%至15%。不少销售商 因此减少了订货量，并为现有库存支付了更高的关税。 尽管面临这些问题，圣诞树企业普遍认为，在亚洲布局数十年后，大规模将产能迁回美国并不现实。 National Tree公司每年售出超过100万棵人造树，其首席执行官克里斯·巴特勒指出，人造树属于劳动密 集型产品，而且需要搭配节日灯饰等配件，而这些配件在美国已不再生产。 巴特勒表示，美国消费者对节日装饰品的价格非常敏感。 "如果价格 ...

12月22日，人们行走在美国纽约曼哈顿中城布莱恩特公园的节日季露天市场。新华社记者 刘亚南 摄 新华社纽约12月22日电 记者手记｜美国圣诞季遭遇"价签冲击" 新华社记者刘亚南 根据特朗普签署的行政令，美国从8月底全面暂停对价值800美元及以下的进口包裹给予免税待遇。小额包裹根据来源地分别适用不同关税税率。 12月22日，顾客在美国纽约曼哈顿中城布莱恩特公园的"圣诞工坊"礼品店内选购商品。新华社记者 刘亚南 摄 美国消费者习惯在圣诞节到来前为亲朋好友准备礼物。但今年，许多人在选购礼物时遭遇"价签冲击"。圣诞商品售价大幅上涨，不少人不得不缩 减礼物清单，还有人转而自制礼物或将二手物品重新包装后送出。 位于曼哈顿中城布莱恩特公园的节日季露天市场是纽约市冬日一景，很多人在此选购小商品。记者看到，"圣诞工坊"礼品店所售手掌大圣诞雪人 摆件税前价超过30美元，30厘米高自由女神像税前价接近50美元，一对小小的"友谊鸽"税前价接近45美元。这些商品大多为树脂材料制作，售价 之高让记者吃惊。大多数消费者在选购时也颇显犹豫，经过反复思量和对比才决定是否购买。 今年30岁的新泽西州居民肯德尔·格雷戈里来到布莱恩特公园露天市场为 ...

今年30岁的新泽西州居民肯德尔·格雷戈里来到布莱恩特公园露天市场为家人选购礼物。格雷戈里看中 一件售价80美元的懒人毯，但觉得价格偏高，于是和店主讨价还价。"所有东西都太贵了。除非给女朋 友、妻子或母亲购买礼物，否则给其他人的礼物都有预算限制。"格雷戈里说。 位于曼哈顿中城布莱恩特公园的节日季露天市场是纽约市冬日一景，很多人在此选购小商品。记者看 到，"圣诞工坊"礼品店所售手掌大圣诞雪人摆件税前价超过30美元，30厘米高自由女神像税前价接近50 美元，一对小小的"友谊鸽"税前价接近45美元。这些商品大多为树脂材料制作，售价之高让记者吃惊。 大多数消费者在选购时也颇显犹豫，经过反复思量和对比才决定是否购买。 在曼哈顿中城地区第七大道上，有40年历史的"圣诞小屋"礼品店正售卖各种圣诞礼品和装饰品。店内商 品绝大部分产自中国，但当前售价颇高，很少有10美元以下的商品。比如，一顶驯鹿图案线帽售价近30 美元，一株45厘米高的人造圣诞树售价接近20美元。 新华财经纽约12月23日电（记者刘亚南）美国消费者习惯在圣诞节到来前为亲朋好友准备礼物。但今 年，许多人在选购礼物时遭遇"价签冲击"。圣诞商品售价大幅上涨，不少人不得 ...

受特朗普大幅提高进口商品关税影响，美国人造圣诞树价格上涨约10%至15%；尽管有少数美国制造 商，但主要销售商仍将劳动密集型生产保留在亚洲；预装灯饰、注重便利性的产品需求依然强劲。 责任编辑：张俊 SF065 受特朗普大幅提高进口商品关税影响，美国人造圣诞树价格上涨约10%至15%；尽管有少数美国制造 商，但主要销售商仍将劳动密集型生产保留在亚洲；预装灯饰、注重便利性的产品需求依然强劲。 责任编辑：张俊 SF065 ...

Core Insights - The article highlights that the upcoming Christmas season in the U.S. is expected to be the most expensive in history due to increased tariffs on imported goods, particularly from China, leading to significant price hikes for consumers [1][3]. Consumer Impact - American consumers are projected to spend an additional $132 on Christmas this year due to tariff impacts, with specific categories seeing higher increases: $186 for electronics, $82 for clothing and accessories, and $12 for food and candy [1]. - The availability of popular Christmas items is severely limited, with some products expected to sell out before major shopping events like Black Friday [2]. Supply Chain and Import Challenges - The import volume of artificial Christmas trees has dropped by 25% this year, with significant declines in August and September of 58% and 70% respectively [2]. - Domestic production in the U.S. cannot meet the demand, with local prices for artificial Christmas trees being 2.5 to 3 times higher than imported ones [2]. Retailer Strategies - Retailers are facing a dilemma of either raising prices and losing customers or keeping prices low and incurring losses. Some have implemented measures like limited supply and installment payment plans to cope with the situation [3]. Global Supply Chain Dynamics - Yiwu, China, known as the "world supermarket," produces nearly 80% of global Christmas decorations and has a highly efficient supply chain that allows for rapid production and delivery [4][7]. - The city has adapted to the changing market by diversifying its export markets, with significant growth in exports to Latin America and the EU, which now account for 78% of Yiwu's Christmas goods exports [6]. Competitive Advantage - Yiwu's complete industrial chain, from raw material supply to logistics, allows for lower production costs (20% to 30% cheaper than other regions) and flexibility in meeting market demands [7]. - The current tariff situation has highlighted Yiwu's resilience and adaptability, showcasing its core competitive strengths in the global market [6][7].

Core Insights - The upcoming holiday shopping season in the U.S. is expected to be challenging for consumers due to inflation and tariffs impacting prices and product availability [1] Group 1: Price Increases Due to Tariffs - Tariffs implemented by the Trump administration are projected to increase consumer costs by approximately $132 per person during the holiday season [3] - Specific categories affected include electronics, where consumers may pay an additional $186, clothing and accessories at $82, personal care products at $14, and food and candy at $12 [3] - Pricefx reports that some product categories have seen price increases of 30% to 40%, particularly in clothing and textiles, with shoe prices rising by 37% and clothing costs by 35% [4] Group 2: Retail Strategies and Consumer Behavior - Retailers are adopting cautious inventory strategies, reducing stock and orders, and extending payment terms by 5% to 10% due to unpredictable tariffs [4] - The prevailing strategy among retailers is to avoid discounting heavily, opting instead to sell out of stock rather than clear inventory at reduced prices [4][6] - Discounts during the holiday season may be less significant, with many promotions based on prior price increases, making them appear more substantial than they are [6] Group 3: Shortages in Holiday Decorations - There is a notable shortage of Christmas trees and decorations, with inventory levels down by double digits compared to previous years [8] - The CEO of National Tree Company indicates that popular items may sell out quickly due to reduced orders during the critical mid-year procurement period [8] - The overall price increase for Christmas trees and decorations is estimated at around 10% this year, driven by tariff-related uncertainties [8]