美国放缓对中贸易战 大马手套股再受伤
(吉隆坡6日讯)美国为舒缓通胀压力,准备降低中国商品的进口关税,我国出口商面对的竞争陡升,其中最大输家,很可能又是手套股。
冠病疫情吸引不少中国医疗企业进军手套制造行业,但高昂的关税,一直是中国手套业者相对缺乏价格竞争力的痛点;然而一旦美国主动在贸易战中停火,无疑提升了中国手套的竞争力。
根据马银行投行研究的报告,美国当前对中国进口手套征收7.5%关税。
“作为美国并未显著生产的必需品,我们相信美国很大可能移除相关关税。”
在冠病疫情期间迎来大爆发后,许多马中商家投入手套生产行业,导致如今的供需失衡,手套平均售价(ASP)大幅下挫,甚至跌破疫前价位。
而中国手套厂商为了抢攻市占率,已经展开了割喉削价战;关税的移除让该国业者更能够丢价抛售。
“我们了解到,中国业者目前的ASP,已经低于每千只手套20美元,而大马业者的ASP仍在22至24美元。”
“勿捞底!”
分析员甚至认为,在激烈的竞争环境下,我国手套生产商已无法采用疫前的成本加成定价模式;而持续的削价战,也将让这些公司陷入亏损。
“评级依然‘负面’,我们认为这不是捞底的时候!”
https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E7%BE%8E%E5%9B%BD%E6%94%BE%E7%BC%93%E5%AF%B9%E4%B8%AD%E8%B4%B8%E6%98%93%E6%88%98-%E5%A4%A7%E9%A9%AC%E6%89%8B%E5%A5%97%E8%82%A1%E5%86%8D%E5%8F%97%E4%BC%A4
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