日元贬值=变相打折,电商海量进货!物流能跟上吗?原先400元日本打扮品,此刻只需→
<img src="https://mmbiz.qpic.cn/mmbiz_gif/bPJzOqwPBpaianOtYxokHsQWOsjacb8BSvAasmLav0jzH8zImoGgHS10pgJiaJ3FGDaGWnoslDDWYBtA943EWXBg/640?wx_fmt=gif&tp=webp&wxfrom=5&wx_lazy=1" style="width: 50%; margin-bottom: 20px;"><span style="color: black;"><p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">近期日元汇率降至二十年来新低,<span style="color: black;">针对</span>“日淘”消费者<span style="color: black;">来讲</span>似乎是个抄底的好机会。这将给海淘、物流等<span style="color: black;">关联</span>行业带来<span style="color: black;">那些</span>影响?又有<span style="color: black;">那些</span>消费新变化?</p>
</span><span style="color: black;"><strong style="color: blue;"><span style="color: black;">日元汇率下跌 带旺“日淘”消费</span></strong></span>
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</div> <span style="color: black;">△央视财经《</span><span style="color: black;">天下财经</span><span style="color: black;">》栏目视频</span>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/mmbiz_png/bPJzOqwPBpbITvuE7icAoQ76N3yHaJHI6y4Sa8KxeJIaZfW7Rm57FIAO0OicMIvC7XHQIPNMPdFm2pcYxwVIbS1g/640?wx_fmt=png&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;"></p><span style="color: black;">陈先生是日本一家进出口贸易<span style="color: black;">机构</span>的负责人,公司的主营业务是向中国国内各大电商平台<span style="color: black;">供给</span>货源,将日本畅销的<span style="color: black;">打扮</span>品、洗护用品、母婴用品等<span style="color: black;">制品</span>出口到中国。每年的供货量价值在30亿日元<span style="color: black;">上下</span>,约合人民币1.5亿元。<span style="color: black;">因为</span>近期日元汇率<span style="color: black;">连续</span>走低,<strong style="color: blue;">各大电商平台上日本商品的<span style="color: black;">营销</span>额<span style="color: black;">显著</span>增长,进货商纷纷加大了订货量。 </strong></span>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">日元贬值相当于变相打折 日本<span style="color: black;">打扮</span>品热销</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/mmbiz_png/bPJzOqwPBpbITvuE7icAoQ76N3yHaJHI6gRNkXyd2UQaicyzlgic7SH2VJ21abiah5R2PMpZxiaiauzib0OXIRsZhjzFg/640?wx_fmt=png&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;"></p><span style="color: black;">今年25岁的小王是一家日企的员工,她告诉记者,自新冠疫情<span style="color: black;">爆发</span><span style="color: black;">败兴</span>,<span style="color: black;">已然</span>快三年<span style="color: black;">无</span>跟家人见面了。趁着<span style="color: black;">休憩</span>日,她特地来到东京市内的一家药妆店采购<span style="color: black;">有些</span><span style="color: black;">打扮</span>品、日用品,打算给家人寄回去。</span>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;">日企员工 小王:</strong><span style="color: black;"><span style="color: black;">例如</span>有一款面霜<span style="color: black;">一月</span>之前是400元人民币,结账时是310元人民币,<span style="color: black;">由于</span>日元暴跌,基本上所有的商品都打了八折。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;">日本某药妆店店长:</strong><span style="color: black;">之前顾客一次买一两件商品,日元贬值后<span style="color: black;">大众</span>的购买量<span style="color: black;">显著</span><span style="color: black;">增加</span>,在我看来这是日元贬值带来的影响。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">日本:物流成本<span style="color: black;">提升</span> 货物积压成常态</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/mmbiz_png/bPJzOqwPBpbITvuE7icAoQ76N3yHaJHI654eRL1XZ8S8gHeMzsicxBdoxFb3HRl9rzx3Y6KNNmrrHdyJGIysQ76A/640?wx_fmt=png&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;"></p><span style="color: black;"><span style="color: black;">不外</span>另一方面,当前<span style="color: black;">全世界</span>疫情形势仍较为严峻,国际货运航班<span style="color: black;">没法</span>满足市场需求、货物积压,排仓<span style="color: black;">作为</span>常态。</span><span style="color: black;"><img src="https://mmbiz.qpic.cn/mmbiz_png/bPJzOqwPBpbITvuE7icAoQ76N3yHaJHI6FFOiaGZdLbK33CyzXUpfnFGRTpbicxuCiaBg7IIYYFId9juBfjDPn3V8w/640?wx_fmt=png&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;"></span><span style="color: black;">
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">千叶县一家物流<span style="color: black;">机构</span>的负责人<span style="color: black;">暗示</span>,日元贬值给<span style="color: black;">她们</span>带来最直观的影响<span style="color: black;">便是</span>整体<span style="color: black;">花费</span>上涨、成本<span style="color: black;">增多</span>,<span style="color: black;">因此</span><span style="color: black;">此刻</span>发货时<span style="color: black;">必须</span><span style="color: black;">思虑</span>卡车满载率,<span style="color: black;">每一个</span>卡车都要塞满<span style="color: black;">才可</span>发走。</p>
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<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;">日本某物流<span style="color: black;">机构</span>负责人 林先生:</strong><span style="color: black;">日元<span style="color: black;">此刻</span>贬值,贬值了以后从国内来的订单,个人、<span style="color: black;">机构</span>订单都比较多。</span><span style="color: black;">除了这个仓库以外,<span style="color: black;">包含</span>大阪的、福冈的仓库都属于爆仓的状态,<span style="color: black;">此刻</span>是<span style="color: black;">有</span>货<span style="color: black;">然则</span>出不去。</span></p><strong style="color: blue;"><span style="color: black;"><span style="color: black;">资讯</span>分析:日元<span style="color: black;">为么</span>快速贬值?</span></strong>
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<div style="color: black; text-align: left; margin-bottom: 10px;"> <a style="color: black;"> 视频详情 </a> </div>
</div> <span style="color: black;">△央视财经《</span><span style="color: black;"><span style="color: black;">第1</span>时间》栏目视频</span><span style="color: black;"><span style="color: black;">到底</span>是什么<span style="color: black;">原由</span>,<span style="color: black;">引起</span>一向被视作是“避险货币”的日元,<span style="color: black;">忽然</span><span style="color: black;">作为</span>了抛售对象,<span style="color: black;">连续</span>贬值。</span><span style="color: black;">近期日元快速贬值,<span style="color: black;">亦</span>使日本央行<span style="color: black;">连续</span>了九年的超宽松货币政策再次受到外界关注。市场分析人士<span style="color: black;">广泛</span>认为,日本和美国货币政策相背而行、使得日美之间利差扩大,这是<span style="color: black;">诱发</span><span style="color: black;">这次</span>日元贬值的直接<span style="color: black;">原由</span>。</span>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">金融市场</span><span style="color: black;">日美利差套利交易</span><span style="color: black;"><span style="color: black;">增多</span>日元贬值压力</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/mmbiz_png/bPJzOqwPBpbITvuE7icAoQ76N3yHaJHI6Y4wcT2o1xaJIxazkGeiaPV8uibDPwqjoP0XZeG1CC6OgwXOYTricicMDXA/640?wx_fmt=png&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;"></p><span style="color: black;">数据<span style="color: black;">表示</span>,3月日本去除生鲜食品后的核心消费价格指数同比<span style="color: black;">提升</span>0.8%,市场人士指出,剔除能源价格后,日本的<span style="color: black;">实质</span>CPI增速为负,<span style="color: black;">亦</span><span style="color: black;">便是</span>说,日本央行面对的是通缩,而不是通胀问题。在美联储<span style="color: black;">选取</span><span style="color: black;">经过</span>加息来应对高通胀的<span style="color: black;">同期</span>,日本10年期国债收益率维持在0%<span style="color: black;">上下</span>,<span style="color: black;">海量</span>资本以超低利率借入日元,兑换成美元后买入美债。日美利差套利交易的<span style="color: black;">增多</span>,<span style="color: black;">亦</span>给日元带来了额外的贬值压力。</span>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/mmbiz_png/bPJzOqwPBpbITvuE7icAoQ76N3yHaJHI63GHcgVHfmDRaTcJ7rxsibesCNtfRQM07bmBlNTzIOnC1WPU67aRPWwg/640?wx_fmt=png&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;"></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">市场人士:日元贬值与依赖进口<span style="color: black;">相关</span></span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/mmbiz_png/bPJzOqwPBpbITvuE7icAoQ76N3yHaJHI6qhSevAEciczdfMNRHDdXSwVJDCEkttNCwFs5ABNV002Qt2o5vhIefpg/640?wx_fmt=png&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;"></p><span style="color: black;">市场人士指出,<strong style="color: blue;">日元贬值还存在经济高度依赖进口的结构性<span style="color: black;">原由</span></strong>。日本财务省本月20日<span style="color: black;">颁布</span>的数据<span style="color: black;">表示</span>,2021财年,日本进口额同比大幅增长33.3%,其中,<strong style="color: blue;">原油、煤炭等能源类大宗商品,几乎<span style="color: black;">所有</span>依赖进口。</strong></span>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;">贝瑞<span style="color: black;">科研</span>首席执行官 吉俊礼:</span></strong><span style="color: black;">日本<span style="color: black;">海量</span>进口大宗商品,尤其是能源类大宗商品,而大宗商品交易以美元计价,<span style="color: black;">因此呢</span>,每当日本买入大宗商品时,都<span style="color: black;">必须</span>卖出日元、兑换美元,再用美元结算大宗商品,这<span style="color: black;">亦</span>加剧了日元贬值的趋势。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/mmbiz_gif/bPJzOqwPBpbmavAicjyN02oSz7iapLzdgC1uu253ac9GxHa7aicltQx2IATpqRMjSibzmvVBkWPwiazuUYmMdjica4sg/640?wx_fmt=gif&tp=webp&wxfrom=5&wx_lazy=1" style="width: 50%; margin-bottom: 20px;"></p><span style="color: black;"><strong style="color: blue;"><span style="color: black;">转载请注明“央视财经”</span></strong></span><span style="color: black;"><strong style="color: blue;">你会关注</strong></span><a style="color: black;">上海本土新增“1</a>401+19657”<a style="color: black;">本土新增“1566+20230”</a><a style="color: black;">俄空天军导弹摧毁乌武器集运站 最新<span style="color: black;">信息</span>→</a><a style="color: black;">北京最新通报→</a><a style="color: black;">多地调为中<span style="color: black;">危害</span>!</a>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">源自</span>:<strong style="color: blue;">央视财经<strong style="color: blue;"><strong style="color: blue;">(ID:</strong></strong><strong style="color: blue;"><strong style="color: blue;">cctvyscj)</strong></strong></strong></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;">监</strong><strong style="color: blue;">制:柯成韵</strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;">本文</strong><strong style="color: blue;">编辑:张爽</strong></span></p><span style="color: black;"><strong style="color: blue;"><strong style="color: blue;"><strong style="color: blue;"><strong style="color: blue;"><strong style="color: blue;"><strong style="color: blue;"> <span style="color: black;">连续</span>关注!</strong></strong></strong>↓↓↓</strong></strong></strong></span>
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