特朗普“关税大棒”无用？美国消费品巨头宝洁：仍将从中国采购！

东方财富网2025-04-25

美东时间周四，美国家庭日用消费品巨头宝洁表示，即便在特朗普高昂关税的影响下，宝洁也难以将其产品原材料和包装材料的采购业务从中国转移。因此，宝洁只能提高部分产品的价格，以弥补特朗普关税对其产品成本的影响。　　此外，宝洁还下调了年度营收预测，因预计美国消费者可能因经济不确定性而削减支出。宝洁采购成本将明显提高　　宝洁是全球最大的家庭日用消费品制造商，而美国市场约占宝洁总销售额的52%。因此宝洁的销售...

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American consumer goods giant Procter & Gamble: Will still purchase from China!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"162415":1,"PG":1},"content_text":"美东时间周四，美国家庭日用消费品巨头宝洁表示，即便在特朗普高昂关税的影响下，宝洁也难以将其产品原材料和包装材料的采购业务从中国转移。因此，宝洁只能提高部分产品的价格，以弥补特朗普关税对其产品成本的影响。　　此外，宝洁还下调了年度营收预测，因预计美国消费者可能因经济不确定性而削减支出。宝洁采购成本将明显提高　　宝洁是全球最大的家庭日用消费品制造商，而美国市场约占宝洁总销售额的52%。因此宝洁的销售情况也常被看作是美国消费品需求的晴雨表。　　随着美国总统特朗普的全面关税扰乱了全球市场，并引发了对美国经济衰退的担忧，宝洁的家庭消费品业务预计也将受到不小的冲击。　　宝洁首席财务官安德烈·舒尔滕（Andre Schulten）在电话会议上表示：“我们将不得不动用一切手段，以减轻关税对我们成本结构和业绩的影响。”　　据宝洁发言人透露，尽管宝洁在美销售的绝大多数产品（约90%）是在美国国内生产的，但是其部分原材料、包装材料和成品都是从中国进口的。　　舒尔滕表示，尽管中国仅占其进口敞口的10%多一点，但145%的关税使其受到的影响巨大。　　他预测，特朗普对华关税给宝洁的美国商品成本影响约为每年10亿至15亿美元。而2024年，该公司销售的产品成本为408.5亿美元。只能依靠涨价对抗关税　　舒尔滕表示，短期内，想要改变从中国采购原材料的做法将是复杂和困难的，主要原因是宝洁缺乏替代选项。由于无法轻易将订单转移出中国，宝洁只能依靠涨价来应对关税。　　宝洁表示，在特朗普关税的影响下，宝洁将以更高的价格销售新产品，并寻求提高一些现有产品的价格，同时计划在新推出的佳洁士美白牙膏和汰渍Evo洗衣胶囊等产品上进行创新。　　舒尔腾表示，现在猜测宝洁将采取多少定价还为时过早，该公司目前正在为7月开始的下一财年做计划。美国消费前景堪忧　　随着特朗普关税打击全球供应链，几家美国必需品公司已经下调了年度预期，或是撤回了年度预期。　　宝洁还表示，今年2月和3月，美国消费者的支出已经明显放缓。　　该公司目前预计，2025年宝洁的总净销售额将与去年大致持平，而此前的目标是增长2%至4%。　　宝洁的市场策略也揭示了其对美国消费者未来消费模式的预测：预计在面临更高关税和衰退风险之际，美国消费者将减少电子游戏和服装等可选消费，但仍将不得不花更多钱购买餐具、洗化用品等必需消费品。（文章来源：财联社）\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2530917257","isCrawlerRequest":true}