里昂发表研究报告指,相比起美国2018年的关税政策,明年可能实施的“特朗普2.0关税”覆盖范围更广泛,全球市场都将受到影响,同时六年过去中国的出口已变得更多元化,对美国的依赖度已有所下降,品牌及OEM公司的业务已较五至六年更具防守性,相信更能适应政策变化。里昂指出,对于品牌商而言,提价可能是较容易的手段来应对关税措施,但相信行业龙头不会轻易尝试,而是会致力于平衡市场份额与盈利能力,预期品牌和OEM...
Source Link里昂发表研究报告指,相比起美国2018年的关税政策,明年可能实施的“特朗普2.0关税”覆盖范围更广泛,全球市场都将受到影响,同时六年过去中国的出口已变得更多元化,对美国的依赖度已有所下降,品牌及OEM公司的业务已较五至六年更具防守性,相信更能适应政策变化。里昂指出,对于品牌商而言,提价可能是较容易的手段来应对关税措施,但相信行业龙头不会轻易尝试,而是会致力于平衡市场份额与盈利能力,预期品牌和OEM...
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