《大行》瑞银:中美贸易冲突升级令行业加速整合 首选创科敏华申洲

AASTOCKS
Oct 21

瑞银发表研究报告指,不少大型中国企业在贸易战1.0时代已建立海外产能,但却未能在美国进口中提升份额。如今中美贸易冲突升级,再次触发全球供应链重塑,瑞银认为当前情况或不同,可能会出现行业加速整合,因成本优势取决于关税及企业是否拥有成熟的海外供应链布局,预期拥有先发优势的企业可巩固在现有市场的地位,而中小型出口商则可能加速退出美国市场。瑞银认为,家具、纺织、工业机械与设备、家电及科技硬件共五大行业中,...

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