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“萨德”让在华韩企吃尽苦头 韩企未来恐更难捱

2017-08-26 01:26:34   参考消息

参考消息网8月26日报道 英媒称,中国因“萨德”而对韩企采取措施给后者造成重创。随着半岛日趋紧张、韩国部署“萨德”的决心只增不减,韩企会继续吃苦头。

英国《金融时报》网站8月21日刊登题为《“萨德”争端让韩国企业吃尽苦头》的报道称,韩国部署反导系统一事遭到中国的反对,这令韩国企业遭受重创,一些韩系车在华销量减少逾一半,很多在华韩国超市关闭,中国赴韩旅游人次锐减。


“萨德”系统部分装备运抵首尔以南约70公里处的美军驻韩国乌山空军基地。新华社发

自从韩国于2016年7月同意部署美国导弹防御系统“末段高空区域防御系统”(THAAD,中文简称:“萨德”)以来,韩国企业在华遭到重创。

一些人原认为这些措施本身及其效果不会持久。但随着朝鲜半岛紧张态势持续,韩国企业知道自己肯定将承受损失。

韩国现代(Hyundai)公布,在截至6月底的6个月里,在华销量同比下降42%,其子公司起亚(Kia)在中国市场销量锐减54%,后者将原因归咎于“反韩情绪”。

报道称,中国市场对于这两家汽车制造商都至关重要,现代销量的逾五分之一由中国市场贡献。现代在上海的某经销店的一名销售表示:“‘萨德’造成了影响。”

然而,在“萨德”争端出现之前,一些韩国企业在中国的表现就已经比较糟糕了。“现代和起亚的市场份额当时停滞不前,”里昂证券(CLSA)分析师保罗·崔(Paul Choi,音)补充称,“但‘萨德’问题加剧了销售疲弱的问题。”

最近几年,大批中国游客蜂拥到韩国,去年游客数量达到创纪录的754万人,这大大提振了韩国零售商。但今年3月,情况发生了变化,当时中国限制旅行社销售赴韩跟团游。中国赴韩旅游人次锐减,今年6月同比减少66%。

爱茉莉太平洋等化妆品公司也受到冲击。爱茉莉太平洋是韩国最大的化妆品公司,去年大约1/3的收入来自中国消费者。该公司公布财报,今年第二季度营业利润下降58%。

郑州一位化妆品进口商表示:“在‘萨德’事件期间,我暂停了生意,因为我是爱国的。”这位商人要求不具名。

贸易商表示,消费者不再选择韩国品牌。一位上海的进口商表示:“由于针对韩国的抗议活动,今年3月韩国化妆品销售几乎下滑一半。随后销售反弹了一些,但仍没有恢复到以前的水平。”

韩国最大的企业集团之一乐天在中国开设了99家门店,但在该公司将土地出售给韩国政府用于部署“萨德”系统后,截至今年3月,几乎所有门店都被关闭。如今,5个月过去了,有87家门店依然处于关闭状态。

报道称,即便开业的门店也门可罗雀。上海一家乐天门店的告示上写着“清仓”,成排的货架上空荡荡的,一名销售助理表示,这家门店正准备停业。

乐天旗下的零售子公司乐天百货表示,由于中国门店关闭和游客在韩国国内门店支出减少,2017年第二季度营业利润同比下降49%,至7700万美元。

乐天表示:“虽然困难状况已经持续很长一段时间,但我们没有出售中国业务的计划。”该公司还表示,“正考虑采取多种方式重组业务架构来提高效率”。

责任编辑:任冲 CN062
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