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Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82
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  【环球网报道】美国在全球范围滥施关税之际,据路透社报道,法国奢侈品牌爱马仕当地时间周四(17日)表示,将把在美国的关税负担转嫁到美国客户身上,以抵消关税带来的影响。与此同时,该公司公布第一季度销售额略低于市场预期,表现出罕见的疲软。

爱马仕在美国的商店图源:爱马仕官网

  “我们将从5月1日起提高我们在美国所有业务线的销售价格,从而完全抵消这些新关税带来的影响。”爱马仕首席财务官埃里克·杜·哈尔古埃称。路透社提到,该公司2月曾表示,可能会因关税而提高价格。

  路透社称,奢侈品行业一直期待美国富人能重新点燃该行业的增长趋势,但在美国政府4月宣布加征关税导致股市和美元暴跌之后,该行业正面临着可能是多年来持续时间最长的低迷。报道还提到,上周,美国政府对大多数国家和地区暂停实施关税政策90天,10%的“最低基准关税”依然有效。但如果新关税政策全面实施,美国可能对欧洲时装和皮革制品征收20%的关税,对瑞士生产的手表征收31%的关税。

  近期,美国以各种借口宣布对所有贸易伙伴滥施关税。美方做法严重违反世界贸易组织规则,给全球经济秩序稳定带来冲击,引发国际社会和美国内各界人士普遍反对。耶鲁大学预算实验室4月2日发布的研究显示,美国政府今年以来实施的关税措施在短期把整体物价水平推高了2.3%,相当于让今年每个家庭购买力平均损失3800美元。其中,对服装和纺织品价格影响将尤为明显。所谓“对等关税”实施后,物价水平恐加速上升。美国有线电视新闻网报道说,“美国关税政策无视经济基本面,具有危险性和破坏性”,美国人即将感受到真正的经济痛苦。

  美国总统特朗普通过社交媒体发声,称预计欧洲央行将实施第七次降息,而美联储主席鲍威尔的行动“为时已晚”,其行动总是滞后且决策失误。

  特朗普表示,鲍威尔昨天的发言又是典型的、十足的“一团糟”。

  当下油价下跌,食品杂货价格也在下降,同时美国从关税中获取了可观收益。

  特朗普强调,美联储早就该像欧洲央行一样降低利率,很久之前就该如此行动,现在美联储无疑更应降息。

  特朗普还直言,鲍威尔被解雇的速度再快都不为过。

  黄金价格频创新高,对产业上游黄金生产企业业绩构成明显提振,相关企业2024年年报营收和利润普遍实现增长,一些披露2025年一季度业绩预告的相关企业预计业绩继续增长。

  不过,对于产业链其他企业而言,金价的持续攀高则是影响不一,下游销售端的企业预计可能继续承压。

  金价频创新高上游企业业绩水涨船高

  近日国际和国内金价再攀新高。

  4月17日,上海黄金交易所Au99.99黄金报价盘中突破790元/克,再创历史新高,年内该合约涨幅已接近三成。另外,当地时间4月17日,国际市场上的伦敦金现价格突破3300美元/盎司,同样也创出历史新高。

  在金价飙高之际,黄金产业链上游企业明显受益,特别是对于一些黄金生产企业而言。记者梳理发现,相关企业2024年营收和利润普遍出现增长。

  比如行业龙头公司山东黄金披露的2024年报显示,公司2024年矿产金产量46.17吨,同比增加4.39吨,增幅10.51%,实现营业收入825.18亿元,同比增加232.43亿元,增幅39.21%,归属于上市公司股东的净利润29.52亿元,同比增加6.24亿元,增幅26.80%。年报资料显示,公司三山岛金矿、贝拉德罗金矿、金洲公司等6家矿山黄金产量同比增幅超过10%,昶泰矿业实现当年并购、当年复产、当年盈利。

  湖南黄金2024年实现营业收入278.39亿元,同比增加19.46%,实现归属于母公司股东的净利润8.47亿元,同比增加73.08%。湖南黄金表示,报告期内,公司共生产黄金46328千克,同比减少2.87%,其中生产标准金44012千克,含量金2316千克。

  山金国际披露的年报数据显示,公司2024年实现营业收入135.85亿元,同比增长67.70%,归属于上市公司股东的净利润21.73亿元,同比增长52.57%。2024年,公司实现黄金产量8.04吨,同比增长14.69%。截至2024年末,公司共拥有6个矿山企业,其中黑河洛克、吉林板庙子、青海大柴旦为金矿矿山企业,玉龙矿业为铅锌银多金属矿矿山企业,上述均为在产矿山企业。

  赤峰黄金、西部黄金等黄金生产企业2024年营收和利润也实现双增。

  另外,随着今年以来金价的继续走高,相关企业有望继续受益。比如山东黄金发布的2025年第一季度业绩预增公告显示,经初步测算,预计2025年第一季度实现归属于母公司所有者的净利润为9.50亿—11.30亿元,与上年同期相比增加2.50亿—4.30亿元,同比增加35.74%—61.45%;湖南黄金预计2025年第一季度归属于上市公司股东的净利润达3.25亿元—3.74亿元,比上年同期大幅增长100%—130%。

  产业链其他企业影响不一下游销售端受冲击

  不过,金价的高涨,对于产业链其他企业而言,则是影响不一。

  富春环保近日在深交所互动易平台回复称,公司遂昌汇金项目通过回收利用金属废渣,前后端一体化布局,综合回收铜、锡、金、银、铂、钯等有色金属和贵金属。黄金价格大幅上涨对公司业绩具有正向积极作用。

  三安光电日前在上证e互动平台回复称,伴随黄金价格上涨,公司材料、废料销售业务中的黄金废料销售收入将会增加。

  贵研铂业在上证e互动平台回复表示,目前黄金业务主要有以黄金为原料的贵金属新材料产品,黄金的二次资源回收,以及黄金的深加工,均可为公司带来利润,但主要利润都来源于加工费,因为公司对大宗黄金订单均采用套期保值模式。

  而一些处于行业链条下游的黄金珠宝销售企业业绩则普遍受到一定冲击。比如老凤祥发布的业绩快报显示,公司2024年实现营业收入567.93亿元,同比下降20.50%;实现归属于上市公司股东的净利润约19.5亿元,同比下降11.95%。行业龙头周大福此前发布的截至2024年12月31日止三个月的未经审核主要经营数据显示,期内内地直营店及加盟店的同店销售分别同比下降16.1%及12.3%。

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