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    中美貿易開戰,對紙尿褲行業有什么影響?

    行行 2019-05-17 11:03 Tags: 閱讀數: 評論:0

    2019年5月9日,美國政府宣布,自2019年5月10日起,對從中國進口的2000億美元清單商品加征的關稅稅率由10%提高到25%。5月14日,中方強硬表態:奉陪到底!這標志著,中美貿易戰正式打響。

    中美貿易開戰,哪些行業遭了殃!

    據國務院關稅稅則委員會網站13日發布公告稱,2019年5月9日,美國政府宣布,自2019年5月10日起,對從中國進口的2000億美元清單商品加征的關稅稅率由10%提高到25%。美方上述措施導致中美經貿摩擦升級,違背中美雙方通過磋商解決貿易分歧的共識,損害雙方利益,不符合國際社會的普遍期待。為捍衛多邊貿易體制,捍衛自身合法權益,中方不得不對原產于美國的部分進口商品調整加征關稅措施。

    美方公布的對中3000億產品增稅清單連同程序說明,長達142頁,詳列最后列入加征關稅名單的3805品項。包括:農畜產品、衣物、家居商品、手機、筆記本電腦,床墊,生鮮、肉類、手表、殺蟲劑、機車、可可、嬰兒配方奶粉、煙火、紗、安撫奶嘴、樂器等消費品。新的征稅名單還涵蓋了大量的民生消費品,這意味著差不多所有出口美國的中國商品都被加征懲罰性關稅。

    而同時,中國也發布了600億美元的關稅清單,宣布對美方反制,表明了中方的態度。

    中國國務院關稅稅則委員會辦公室5月13日決定,自2019年6月1日0時起,對已實施加征關稅的600億美元清單美國商品中的部分,提高加征關稅稅率,分別實施25%、20%或10%加征關稅。對之前加征5%關稅的稅目商品,仍繼續加征5%關稅。 這其中,就包括了紙尿褲產品。

    中美互加關稅的生活用紙和衛生用品清單 ↓

    幫寶適等一批美資紙尿褲品牌打擊有多大?

    眾所周知,在紙尿褲行業中,來自美國品牌的幫寶適最為知名。同時,中國市場亦是幫寶適乃至寶潔最重要的市場之一。如果以上的關稅正式實施,這也意味著,幫寶適很可能也要大規模提價了。

    昨日,紙尿褲關注才發送了一篇推文《寶潔一季報公布,幫寶適到底是增還是降?》,文中顯示,在寶潔的一季度財報中,幫寶適整體銷售額雖然保持增長趨勢,但主要得益于產品售價的提高,其有機銷售額實際上是已出現個位數下降。

    很明顯,主要由提價帶來的業績上升并非是企業積極的發展狀態。而短時間內多次提價,也很容易引起國內消費者的抵觸情緒,嚴重影響到品牌的市場發展。另外,如今國內紙尿褲市場競爭激烈,可替代幫寶適的品牌不是沒有,幫寶適前景可謂堪憂。

    中美貿易戰將會是國貨崛起的又一轉折點嗎?

    國產紙尿褲再現突破好時機

    隨著紙尿褲市場進入到紅海時期,市場玩家和競爭程度激增,國外大牌紙尿褲品牌紛紛逐漸走下神壇,不是滯漲就是走在不斷下滑的路上。另外,紙尿褲是一個為數不多的客單價高、復購率高、特別適合線下銷售的品類,線下作為最主要的消費渠道,門店需要既能帶來流量又有利可賺的紙尿褲品牌,來替換掉不賺錢甚至倒貼錢的通路貨。在此背景下,國產紙尿褲品牌開始崛起。而此時,中國對美的關稅反制,其實是對國內紙尿褲“一哥”幫寶適的又一次“打壓”,這對于國產紙尿褲來說,更是進一步突破的好時機。

    品質提升是國產紙尿褲崛起的基礎

    在中國450億的紙尿褲市場中,2000多個品牌同臺競爭,而多數國產紙尿褲處于同一起跑線上。近幾年來,國產紙尿褲不斷在產品品質上下足功夫,在保證品質的基礎下,又不斷深研品牌的口碑、營銷創新、渠道打法、產品升級,并提高從業者的素質水平與整體供應鏈能力的升級。國產紙尿褲品牌已不再是以往“低端”的象征,如今,以爸爸的選擇、雀氏、爹地寶貝等一批新國貨的代表,其產品不僅質量穩定有口碑,而且還迎合消費者需求,研發了一系列高端產品,它們逐漸從千名競爭者中沖到了賽道前列,在紙尿褲行業加劇洗牌的當下,國產品牌不斷崛起與壯大儼然已成一種趨勢。

    文章來源:紙尿褲關注

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