美国制造商囤积零部件和原材料应对关税影响

投资观察
Sep 12

北美制造商在8月份大量囤积原材料和零部件以应对关税冲击,这一举措将供应链压力指标推至两年半以来的最高水平。

根据GEP的分析,该公司北美囤积指数的急剧上升主要源于美国制造商因关税导致采购成本上涨而提前采购商品。

GEP全球供应链战略主管Michael DuVall表示,关税推高美国采购价格的报告正在激增。他说:"我们看到越来越多的公司明确因为价格担忧而进行囤积。"

北美采购活动的激增与世界其他地区供应链压力缓解形成鲜明对比。

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