"宅经济"退潮影响家电出口?商务部深度解析外贸新格局
北京3月24日电 / Beijing, March 24 - 随着全球疫情防控措施逐步放松,曾火爆的"宅经济"产品出口呈现降温趋势。中国海关数据显示,2022年1-2月家电出口量同比下滑7.9%,手机出口量下降20.6%。
Key Data: / 核心数据
• 家电出口5.49亿台(-7.9%)
• 手机出口1.29亿台(-20.6%)
• 前两月外贸总值6.2万亿元(+13.3%)
商务部发言人束珏婷在例行记者会上指出,出口波动主要受三大因素影响:
MOFCOM spokesperson Shu Jueting identified three major contributing factors:
1. 全球供应链持续承压:芯片短缺等问题仍未缓解
Persistent global supply chain bottlenecks including semiconductor shortages
2. "宅经济"需求减弱:海外防疫放宽减少居家需求
Reduced demand for stay-at-home products as pandemic restrictions ease worldwide
3. 地缘政治风险:大宗商品价格上涨抑制消费
Geopolitical risks driving up commodity prices and dampening consumer sentiment
专家分析指出,高基数效应也是重要原因。2021年中国家电出口达1184.5亿美元,创十年新高,较2019年增长48.4%。
Experts note the high base effect, with 2021 appliance exports hitting a decade-high of $118.45 billion, up 48.4% from 2019.
行业挑战 / Industry Challenges:
• 原材料成本上涨(铝/铜/塑料)
• 国际运费高企(部分产品运费超货值)
• 欧美通胀削弱消费能力
但商务部强调中国外贸展现强大韧性,前两月出口仍增长13.6%。白明副所长指出,中国完整的产业链优势将支撑行业持续发展,经济复苏也将创造新需求。
MOFCOM highlights China's resilient supply chains, with Jan-Feb exports up 13.6%. Researcher Bai Ming notes complete industrial chains will sustain growth as economic recovery spawns new demand.
政策支持 / Policy Support:
政府通过稳定大宗商品价格、中小企业税费减免等措施,为外贸企业保驾护航,预计2022年将保持平稳增长态势。
Government measures including commodity price stabilization and SME tax relief are expected to maintain steady export growth in 2022.
