巴西取消跨境服饰进口税,希音售价低6%至13%,C&A等三大零售股应声下跌
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<div class="ce-paragraph cdx-block ce-paragraph--left">巴西取消跨境服饰进口税后,C&A、伦纳、里亚丘埃洛三大时尚零售股股价应声下跌。投行分析认为,三家企业主打中低收入客群,最易受希音等亚洲平价跨境平台冲击。对标同款商品,希音售价较本土品牌低 6% 至 13%。历史行情显示,竞争加剧曾压制本土零售商营收、压缩利润,后续毛利率将成为衡量行业抗压能力的核心指标。</div>
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