
• 随着唐纳德·特朗普的关税政策生效,美国在特定婴儿用品领域对中国的过度依赖将加剧父母们的成本压力。例如,美国97%的婴儿车从中国进口,且相关企业正在大幅涨价。
新生儿的父母不得不为各类必需品买单,而关税正推高他们的育儿成本。
与可推迟购买的高端宽屏电视不同,对婴儿用品的需求却没有那么灵活,焦虑的父母担忧新生儿安全或寻求安抚用品时,这类消费难以避免。
育儿网站BabyCenter根据2月份的估算(当时特朗普尚未宣布全球“解放日”关税政策并对中国商品征收145%关税),得出首年育儿成本达20,384美元。
其中约半数支出用于儿童保育服务,但超过2,000美元用于购买婴儿用品、服装、活动设备和玩具等主要依赖进口的商品。
据美联社援引美国青少年产品制造商协会(Juvenile Products Manufacturers Association)的数据,事实上,90%的核心婴儿护理产品及相关零部件产自亚洲,其中绝大部分来自中国。
美国人口普查数据显示, 97%的进口婴儿车来自中国。密歇根州立大学(Michigan State University)供应链管理教授杰森·米勒对CNN表示,分别有99%、96%和93%的进口儿童安全座椅、金属儿童床和婴儿鞋来自中国。
据CNN报道,婴儿用品登记网站Babylist的数据显示,婴儿车和汽车安全座椅价格已分别平均上涨25%和20%。
部分高端婴儿车涨幅达数百美元。如Uppababy品牌的Vista V3婴儿车售价从900美元上涨至1,200美元。
与此同时,美国市场近80%的玩具产自中国,零售商警告称缺货潮即将到来,圣诞节将“面临危机”。
阿波罗(Apollo)首席经济学家托尔斯滕·斯洛克指出,中国在烟花等进口商品领域占据统治地位。全美超90%的烟花依赖进口,其中95%来自中国。
斯洛克在上周日发布的题为《7月4日会有烟花吗?》的研究报告中写道:“美国进口的诸多商品类别都存在刚性需求,而中国是这些商品的唯一供应国。
关键在于,对于中国占主导地位的烟花等商品,通胀将显著攀升。” (财富中文网)
译者:刘进龙
审校:汪皓
• 随着唐纳德·特朗普的关税政策生效,美国在特定婴儿用品领域对中国的过度依赖将加剧父母们的成本压力。例如,美国97%的婴儿车从中国进口,且相关企业正在大幅涨价。
新生儿的父母不得不为各类必需品买单,而关税正推高他们的育儿成本。
与可推迟购买的高端宽屏电视不同,对婴儿用品的需求却没有那么灵活,焦虑的父母担忧新生儿安全或寻求安抚用品时,这类消费难以避免。
育儿网站BabyCenter根据2月份的估算(当时特朗普尚未宣布全球“解放日”关税政策并对中国商品征收145%关税),得出首年育儿成本达20,384美元。
其中约半数支出用于儿童保育服务,但超过2,000美元用于购买婴儿用品、服装、活动设备和玩具等主要依赖进口的商品。
据美联社援引美国青少年产品制造商协会(Juvenile Products Manufacturers Association)的数据,事实上,90%的核心婴儿护理产品及相关零部件产自亚洲,其中绝大部分来自中国。
美国人口普查数据显示, 97%的进口婴儿车来自中国。密歇根州立大学(Michigan State University)供应链管理教授杰森·米勒对CNN表示,分别有99%、96%和93%的进口儿童安全座椅、金属儿童床和婴儿鞋来自中国。
据CNN报道,婴儿用品登记网站Babylist的数据显示,婴儿车和汽车安全座椅价格已分别平均上涨25%和20%。
部分高端婴儿车涨幅达数百美元。如Uppababy品牌的Vista V3婴儿车售价从900美元上涨至1,200美元。
与此同时,美国市场近80%的玩具产自中国,零售商警告称缺货潮即将到来,圣诞节将“面临危机”。
阿波罗(Apollo)首席经济学家托尔斯滕·斯洛克指出,中国在烟花等进口商品领域占据统治地位。全美超90%的烟花依赖进口,其中95%来自中国。
斯洛克在上周日发布的题为《7月4日会有烟花吗?》的研究报告中写道:“美国进口的诸多商品类别都存在刚性需求,而中国是这些商品的唯一供应国。
关键在于,对于中国占主导地位的烟花等商品,通胀将显著攀升。” (财富中文网)
译者:刘进龙
审校:汪皓
• America’s overwhelming reliance on China for certain baby-related products will increase cost pressures on parents as President Donald Trump’s tariffs take hold. For example, 97% of baby carriages imported into the U.S. come from China, and companies are hiking prices.
Being a parent of a newborn means being forced to shell out for a wide array of essential products, and tariffs are making those costs go up.
Unlike a fancy wide-screen TV, which is something nice to have that can be put off, demand for baby gear is less flexible as frazzled parents worrying about their newborn’s safety or looking for products to calm them down are unable to avoid those purchases.
The BabyCenter, a parenting site, tallied up the expenses related to a baby’s first year and put them at $20,384, according to an estimate in February—before President Donald Trump unveiled his global “Liberation Day” tariffs and hit China with a 145% duty.
About half of those first-year costs are for childcare, but more than $2,000 comes from things that are largely imported, like baby gear, clothing, activity equipment, and toys.
In fact, 90% of core baby-care products and related components are made in Asia, with the vast majority of that from China, according to data from the Juvenile Products Manufacturers Association cited by the Associated Press.
U.S. Census data shows that 97% of imported baby carriages come from China. Similarly, 99% of imported child safety seats, 96% of metal toddler beds, and 93% of infant shoes are from China, Jason Miller, a professor of supply chain management at Michigan State University, told CNN.
Babylist, an online baby registry, reported prices for strollers and infant car seats jumped by an average of 25% and 20%, respectively, according to CNN.
For some high-end stroller models, that translates to hundreds of dollars more. Uppababy hiked the price of its Vista V3 stroller to $1,200 from $900.
Meanwhile, China produces nearly 80% of all toys sold in the U.S., and retailers are warning shortages are already in the pipeline, putting Christmas “at risk.”
Apollo Chief Economist Torsten Sløk noted China’s dominance in other imports, including for fireworks. That’s as more than 90% of fireworks used in the U.S. are imported, with 95% of those imports coming from China.
“Similarly, there are many different categories of products that are imported into the US where demand is inelastic, and China is the only provider of that product,” he wrote in a note on Sunday titled “Will There Be Fireworks on the 4th of July?”
“The bottom line is that inflation will increase significantly for the product categories where China is the main producer of that good, likely including fireworks.”