印度报业托拉斯3日披露，印度纺织部部长基里拉吉·辛格将与业内人士开会分析美国25%进口关税对印 度纺织业的影响。美国是印度服装和纺织品的最大出口市场，占该领域印度出口总额的1/4。此前，印 度制定了到2030年推动纺织品出口额达到1000亿美元的目标。 耐克的鞋类商品在越南和印尼生产的比例分别为50%和27%。今年6月，耐克表示美国关税将给公司增 加10亿美元的成本。服装零售商GAP也表示，关税可能给公司增加2.5亿至3亿美元的成本。德国彪马今 年7月下旬透露，受关税影响，今年该司业绩将从原先预计的盈利转为亏损。彪马预计，关税将给该司 增加8000万欧元的成本。 《日经亚洲评论》认为，上述品牌除了在美国市场提价之外或许已别无选择。今年6月，耐克已经宣布 开始对美国市场商品提价，以应对关税影响。瑞典快消品牌H&M也表示考虑在美国市场提价。 【环球时报特约记者 甄翔】根据美国总统特朗普上周宣布的最新关税税率，越南、柬埔寨、孟加拉 国、印度等亚洲主要服装出口国将被收取19%—25%不等的关税。《日经亚洲评论》报道称，受关税影 响，从优衣库母公司日本迅销集团到德国阿迪达斯集团，一众高度依赖亚洲服装生产基地的知名企业都 ...

Core Insights - The average effective tariff rate on imported goods in the U.S. has reached 18.3%, the highest level since 1934 [1] - Tariff policies are projected to reduce the U.S. GDP growth rate by 0.5 percentage points annually in 2025 and 2026 [1] - The unemployment rate is expected to rise by 0.3 percentage points by the end of 2025 and by 0.7 percentage points by the end of 2026 due to tariffs [1] Economic Impact - The average household expenditure in the U.S. is anticipated to increase by $2,400 by 2025, with significant impacts on clothing prices [1] - Short-term price increases for consumer goods are projected, with shoe prices rising by 40% and clothing prices by 38% [1] - Long-term projections indicate shoe prices may increase by 19% and clothing prices by 17% [1]