8月27号当天，美国那边说干就干，50%的关税直接落地，整个印度出口圈都炸了锅，跟扔了颗炸弹似的。 你想想，原本一单货卖到美国能赚个10%、15%的利润，现在倒好，光税就砍掉一半，谁还敢接单？印度那边的工厂主们脸都绿 了。 特别是坎普尔，这地方可是印度的"皮都"，成百上千家小作坊和正规厂子围着皮革转，做皮包、皮鞋、皮夹克，全指着美国市场吃 饭。 结果呢？从8月16号开始，邮件一封接一封，美国客户直接说"暂停合作，等政策明朗再说"，这不是耍人嘛！ 有个叫阿扎德的出口商说得直白："我们所有订单全废了，工厂机器全停，工人干坐一天也没活干，这日子怎么过？" 说实话，这种完全依赖单一市场的出口模式，风险早就埋下了，只是这次被美国精准踩中了命门。 更惨的还在后头，钻石行业直接被按在地上摩擦。 你可能不知道，全球超过八成的原钻都是在印度古吉拉特邦的苏拉特市切的，那地方有几十万工人天天拿着放大镜在钻石上动刀 子，技术是真牛。 可美国是它最大的买家，一年买走差不多90亿美元的珠宝，占出口总量三分之一。 现在关税一加，价格立马没竞争力，订单哗哗地撤。 有些厂子已经不敢进新原石了，库存压着不敢动，工时也砍了，有的甚至开始低价甩货， ...

（央视财经《天下财经》）当地时间27日，美国正式开始对印度输美产品征收50%关税。印度皮革及钻石加 工等行业受到严重冲击，随着美国客户陆续取消订单，不少工厂都面临经营困境。 据路透社的数据，全球超过80%的原钻在印度古吉拉特邦的苏拉特市进行切割和抛光。美国实施新关税政 策，使本就低迷的钻石出口业务雪上加霜，部分钻石加工厂正在减少原钻采购、降低库存、减少工时来保证 现金流，甚至大幅降价以维持运营。 与此同时，很多工厂还计划将加工业务转移至其他被美国征收较低税率的国家。印度出口组织联合会26日表 示，更高的关税将使约55%的输美产品面临"价格劣势"，从而降低其在美国市场的竞争力，其中皮革、化 工、手工艺品等劳动密集型行业订单取消尤为严重，预计造成大量工人失业，该组织呼吁政府针对出口商提 供资金支持。 转载请注明央视财经 编辑：王昕宇 位于印度北方邦的坎普尔是该国有名的皮革加工中心，聚集着大量制作皮包、皮鞋的工厂。在美国宣布对印 度加征关税后，不少美国客户已经发邮件告知出口商取消订单，导致当地多家完全依赖美国市场的工厂停 工，不少还在运转的工厂也在逐步将产品转向本地销售或出口至其他国家。 同样受到冲击的还有印度的钻 ...

当地时间27日，美国正式开始对印度输美产品征收50%关税。印度皮革及钻石加工等行业受到严重冲击，随着美国客户陆 续取消订单，不少工厂都面临经营困境。 印度出口组织联合会26日表示，更高的关税将使约55%的输美商品面临"价格劣势"，从而降低其在美国市场的竞争力，其中皮革、化 工、手工艺品等劳动密集型行业订单取消尤为严重，预计造成大量工人失业，该组织呼吁政府针对出口商提供资金支持。 来源：央视财经 位于印度北方邦的坎普尔是该国有名的皮革加工中心，聚集着大量制作皮包、皮鞋的工厂。在美国宣布对印度加征关税后，不少美国客 户已发邮件告知出口商取消订单，导致当地多家完全依赖美国市场的工厂停工，不少还在运转的工厂也在逐步将产品转向本地销售，或 出口至其他国家。 印度坎普尔皮革产品出口商 阿扎德： 我们与美国签的所有订单都失效了，客户已经告诉我们停止之前的订单，一个美国客户告诉我们 停止供货，直至关税问题得到解决，我们是在8月16日的时候收到邮件的，现在的情况真的很糟糕。 同样受到冲击的还有印度的钻石加工行业。作为印度钻石最大的出口市场，美国占据印度每年宝石和珠宝出口的三分之一，出口额达到 约90亿美元。据路透社的数据，全球 ...

Core Viewpoint - UBS analysts express a long-term positive outlook for luxury goods stocks, supported by the growth of the middle class in emerging markets like India, which is expected to boost luxury sales as these consumers seek visible status symbols [1] Group 1: Market Dynamics - Despite short-term consumer caution regarding expensive purchases such as watches and handbags, several favorable factors are anticipated to support luxury goods stock prices in the long run [1] - The luxury goods sector is viewed as one of the least disrupted industries, with a long brand lifespan compared to other consumer brands facing competition from domestic brands in emerging markets [1]

Core Viewpoint - The article highlights the successful collaboration between a traditional leather craftsman from Inner Mongolia and a fellow countryman in the United States, showcasing the potential for local artisans to reach international markets through modern technology and social media [1][4]. Group 1: Company Overview - Mengkebao Lide, a 50-year-old leather craftsman from Ordos, Inner Mongolia, has transformed unsold sheepskin into high-quality leather products by integrating traditional craftsmanship with modern technology [1][3]. - The product range includes various leather items such as boots, bags, gloves, and coats, as well as home accessories like car seat covers and horse gear, indicating a diverse product offering [3]. Group 2: Market Expansion - The collaboration with Gadu Di, a fellow countryman in the U.S., has led to increased visibility and orders for Mengkebao Lide's leather products in the American market, demonstrating the potential for overseas sales [4]. - The couple has embraced digital transformation by combining online and offline sales strategies, participating in trade fairs, and utilizing social media platforms to promote their products [4]. Group 3: Future Aspirations - Mengkebao Lide expresses a strong desire to expand the reach of traditional leather products beyond local markets, aiming to share the cultural stories behind their craftsmanship with a global audience [4].

Core Insights - The implementation of the departure tax refund policy has significantly increased the number of foreign customers in stores, with a reported increase of over 50% compared to last year [1] - The policy allows foreign travelers to receive VAT refunds on purchases made in designated stores, enhancing the attractiveness of shopping in China [1][7] - The overall trend shows a strong growth in inbound tourism and spending, with foreign tourist arrivals expected to reach nearly 27 million in 2024, doubling from 2023, and total spending projected to reach $94.2 billion, a 77.8% increase [6][12] Group 1: Departure Tax Refund Policy - The departure tax refund policy has undergone three major upgrades, including lowering the minimum purchase amount for refunds from 500 RMB to 200 RMB, and allowing "immediate refund" services at the point of purchase [7][12] - The process for obtaining a tax refund has been streamlined to take only 8-10 minutes, significantly improving the customer experience [9] - The policy is expected to stimulate the service consumption sector in China, enhancing the quality and level of service provided to foreign tourists [6][12] Group 2: Consumer Behavior and Preferences - Foreign tourists are increasingly interested in Chinese products, particularly unique items such as ceramics and handicrafts, which are seen as suitable souvenirs [1][3] - There is a notable increase in the number of foreign customers purchasing items like drones and sports cameras, indicating a diverse range of interests among tourists [2] - The demographic of foreign tourists is becoming younger, with a preference for self-guided travel and a desire for culturally unique products [12] Group 3: Market Response and Adaptation - Retailers are adapting to the influx of foreign customers by providing multilingual support and tailored services to meet cultural preferences [9] - The establishment of centralized tax refund points in major shopping areas enhances convenience for tourists, allowing them to process refunds regardless of where they made their purchases [9] - The overall shopping experience for foreign tourists in China is being positively impacted by the combination of the departure tax refund policy and improved service quality [6][12]