精品国产_亚洲人成在线高清,国产精品成人久久久久,国语自产偷拍精品视频偷拍

立即打開
中國反腐倡廉行動抑制奢侈品消費

中國反腐倡廉行動抑制奢侈品消費

Nin-Hai Tseng 2013-04-23
部分分析人士認為,一些奢侈品銷售數據弱于預期,主要是由于消費增長放緩。但這種放緩更多的是反映了中國政府反腐行動的影響,而不是中國消費者購買力的減弱。正因為如此,博柏利等奢侈品牌依然把擴張的重點放在了中國等亞太地區(qū)。

????去年很多人都預測由中國推動的奢侈品消費熱潮將終結,但從英國奢侈品牌博柏利(Burberry)的最新銷售報告來看,中國的消費比我們很多人想象得都更有韌性。

????本月上旬,博柏利公布的銷售額好于預期,主要得益于中國內地和香港對這個奢侈品牌的標志性手袋和2,000多美元的雙排扣外套需求旺盛。截至3月31日的三個月,銷售額增長了11%至7.72億美元。亞太地區(qū)(特別是中國內地和香港)下半年的同店銷售額增長居首。

????這么好的數字從很多方面來看都非常令人意外:此時距離上次博柏利公布盈利預警以及金融危機以來最糟的同店銷售額還不到一年。去年9月的這些消息曾導致博柏利股價一日暴跌21%,并引發(fā)全球奢侈品市場將逐步衰落的擔憂,因為中國一直是全球奢侈品消費的主力之一。隨著中國這個全球第二大經濟體的增長放緩,很難想象深陷債務的歐美消費者能夠補上這個缺口。

????但博柏利的最新銷售報告顯示,可能并不需要歐美消費者操心。最近中國內地的一波新店開業(yè)推動了亞太地區(qū)的銷售增長;亞太是博柏利最大、也是增長最快的地區(qū)。

????沒錯,中國的經濟增長總體已經放緩。本月早些時候,中國公布今年第一季度GDP增長7.7%,低于普遍預期的8%。(奢侈品銷售)數據弱于預期主要是由于消費增長放緩。但這更多的是反映了中國政府反腐行動的影響,而不是中國消費者購買力的減弱。

????今年早些時候,中國國家主席習近平發(fā)起了一場反腐倡廉運動,要求政府和國企官員減少鋪張浪費,警告稱,無度支出可能會導致執(zhí)政黨下臺。他還下令禁止公款吃喝、奢侈品賄賂(比如贈送LV包)等行為。

????“我們預計普通消費需求將保持韌性,但高端食品飲料和飯店的銷售情況已經受到中國新一代領導人反腐倡廉運動的沖擊… ”美國銀行(Bank of America)分析師本月上旬在一份面向客戶的報告中寫到。

????分析人士預計中國政府的反腐運動將繼續(xù)抑制零售銷售的增長。本季度,博柏利或許躲過了銷售額放緩,但反腐運動必然會逐漸帶來影響。路易威登集團(LVMH)已經感到了壓力。本月上旬,LVMH公布的服裝和皮制品業(yè)務收入增幅為三年多來最低,帶動奢侈品板塊股票整體下挫。導致LVMH收入增長放緩的是日本旅游業(yè)滑坡以及中國門店客流量下降。

????Plenty of people were expecting an end to the China-led luxury boom last year, but as Burberry's latest sales report suggests, China's consumers are more resilient than many of us think.

????On Wednesday, the British fashion house reported better-than-expected sales, thanks largely to strong demand in China and Hong Kong for handbags and the $2,000-plus trench coats the luxury brand is famous for. Sales rose 11% to $772 million in the three months ended March 31. The Asia-Pacific region, particularly China and Hong Kong, led same-store sales growth during the second half of the year.

????The strong numbers are surprising in a few big ways: It was less than a year ago that Burberry (BURBY) issued a surprise profit warning and reported its worst same-store sales since the financial crisis. The move last September sent shares plunging 21% in one day and raised worries about a gradual decline in the global luxury market, which has largely been driven by China. With growth slowing in the world's second-largest economy, it was hard to imagine consumers in debt-troubled U.S. or Europe would pick up the slack.

????As Burberry's latest sales report suggests, they didn't have to. A recent spate of store openings in China contributed to a recovery in sales growth in the Asia Pacific, the luxury brand's biggest and fastest-growing region.

????True, China' growth overall has slowed down. Earlier this week, it reported GDP grew 7.7%during the first three months of this year, lower than the 8% widely expected. The disappointing results were largely driven by a slowdown in consumption growth, but that reflects less on the strength of China's consumers than the government's efforts to curb corruption.

????Earlier this year, Chinese President Xi Jinping launched a campaign to rein in lavish spending by officials and state-owned companies, warning that excessive spending threatened to bring down the ruling Communist Party. He ordered an end to such things as taxpayer-financed banquets and bribes that have been known to come in the form of Louis Vuitton bags.

????"We think ordinary consumption demand will remain resilient, but sales of high-end food and beverages, and restaurants could have been hit by the new leaders' frugality campaign … " Bank of America analysts wrote in a report released to clients on Monday.

????Analysts expect the government's anti-extravagance campaign to continue weighing on retail sales growth. Burberry might have dodged slower sales this quarter, but the campaign could eventually hit them. Already, LVMH Moet Hennessy Louis Vuitton SA (LVMHF) is under pressure. On Tuesday, the retailer rattled luxury stocks after reporting the slowest growth in fashion and leather-goods revenue in more than three years because of a drop in Japanese tourism and fewer customers visiting stores in China.

熱讀文章
熱門視頻
掃描二維碼下載財富APP

            主站蜘蛛池模板: 尉犁县| 衡水市| 嘉义市| 尚志市| 瓮安县| 奎屯市| 白山市| 马边| 双鸭山市| 万盛区| 沂水县| 神池县| 通化市| 甘肃省| 沙田区| 济南市| 邵东县| 盐源县| 高安市| 镇康县| 长沙县| 康乐县| 淄博市| 兴海县| 图木舒克市| 新建县| 顺昌县| 莱州市| 永清县| 天峨县| 瓦房店市| 建阳市| 阳原县| 仲巴县| 龙口市| 柘荣县| 苗栗市| 禹城市| 房产| 鸡西市| 额济纳旗|