【市场观察20120318】中国旅游消费热的威胁
本帖最后由 woikuraki 于 2012-3-31 13:27 编辑【中文标题】中国旅游消费热的威胁
【原文标题】Threat to Chinese tourist spending boom
【登载媒体】市场观察
【来源地址】 http://www.marketwatch.com/story/threat-to-chinese-tourist-spending-boom-2012-03-18?link=MW_latest_news
【译者】
【翻译方式】人工
【声明】欢迎转载，请务必注明译者和出处 bbs.m4.cn。
【译文】
香港（MARKETWATCH）报道称，去年中国在欧游客公开大肆狂购，购买了近2/3的欧洲奢侈品。然而，大陆居民情愿将钱花在异国，大陆政府所希望的的就是想在国内拉动消费。国内消费量减少，仅占GDP的36%，这也不断成为中国经济的薄弱环节。调整消费不平衡的首要之义就是要减少向消费品和奢侈品的大陆刑事税收，有关专家分析说，这一举措，现在貌似可以实现. 据路透社报道，
2011年12月6日，香港一销售人员在售出9两24k，刻有多个2012的龙形金雕后故作炫耀。近年来，这也对最大的投资群体，也就是在境外消费的大陆游客，带来了很大的影响。每个来自于香港的零售商打伦敦，汉城去后都能感觉到这种落差，然而通过降低关税的举措，反而使这些在华不断增加的奢侈品价格上涨.
日前，商务部副部长魏建国对此给出了看法，这些看法一经报道后，更加增强了人们对零时举措的希望，瑞士信贷集团声称，这些消费习性可能会引起权威当局的关注，据中国银行消费数据显示，2011年，中国大陆居民用银行卡在海外消费达3万亿（折合美元4740亿），比早年同比增长了66.7%，占去年在欧奢侈品消费的62%。据世界奢侈品协会数据显示，大陆消费者在最近的农历假期期间就消费了近72亿美元，比去年同期增长28.6%。
倘若你去查看中国现行的税率，不难发现海外购物如此受欢迎的原因。
一半奢侈品的进口税收在10%到25%之间波动，并且可能比进口化妆品和酒类的税收高出35%到60%。在商品和价格上所征收的17%的增值税和消费税是违法的。据我国商务部调查显示，中国奢侈商品的价格要比在香港高出45%，比美国高出51%，比法国高出72%。
倘若这些税收旨在促进社会公平，并想通过瞄准有钱的消费者从而抑制购物欲望，那这些税收政策并未达到预期效果，，因为国内奢侈品的消费已经由这些在国外的大陆居民转为国外消费去了。
亚洲一周展望：中国银行的利润在增加吗？
当投资商掌握了未来几天农业银行、建设银行、中国银行的资产报告后，不良贷款在最近几天也将引起广泛关注。Maketwatch 专栏作家克拉姆（Rex Crum)已经在亚洲一周展望上调查了。
上周，副总理李克强在北京说，扩内需对经济发展而言是战略要领。有的官员则做好了充分的准备工作，并表示中国将变成世界上最大的进口国。
HONG KONG (MarketWatch) — Last year Chinese tourists bought almost two-thirds of luxury goods sold in Europe as they went on a record spending-spree. But while mainlanders are happy to splurge on foreign soil, what their government needs is for them to open the purse strings at home. Domestic consumption has shrunk to just 36% of gross domestic product and is increasingly the weak link in China’s growth. One step to redress this spending imbalance is to cut penal mainland taxes on consumption and luxury goods. Analysts say such a move now looks likely. http://ei.marketwatch.com/Multimedia/2011/12/07/Photos/MD/MW-AO375_dragon_20111207201840_MD.jpg?uuid=9b46dab4-213a-11e1-a871-002128040cf6
Reuters
A sales representative poses behind a nine-tael 24K gold in the shape of a dragon forming the numerals "2012" in Hong Kong on Dec. 6, 2011.
This could have far-reaching consequences for one of the biggest investment stories of recent years — outbound spending by mainland tourists. Everyone from retailers in Hong Kong, to London or Seoul could feel the fallout, while foreign luxury brands seeking to expand in China should be buoyed by any duty cut. Expectations that a move is imminent were fuelled by widely reported comments earlier this month by former deputy commerce minister Wei Jianguo, to expect at least two rounds of reductions on import taxes on consumer and luxury goods. Then, this past weekend Finance Minister Xie Xuren promised to improve China’s consumption tax. Among the spending habits likely to catch authorities attention say Credit Suisse is the revelation that Chinese residents spent 300 billion yuan ($47.4 billion) overseas on their bank cards in 2011, up 66.7% on a year earlier, according to data from China UnionPay. And as well as accounting for 62% of all luxury consumer sales in Europe last year, mainland shoppers spent a whopping $7.2 billion during the recent Lunar Year holiday, up 28.6% on the previous year according to the World Luxury Association. If you look at existing tax rates in China, it is easy to see why shopping overseas is so popular. Import duties on general luxury products range from 10%-25%, and can be as high as 35%-60% on luxury cosmetic products and alcohol. Add on value-added tax (17%) and a consumption tax depending on the merchandise and prices on the mainland are penal. According to a survey by the Chinese Ministry of Commerce, prices for luxury goods in China are 45% higher than in Hong Kong, 51% higher than the U.S. and 72% higher than France. If these taxes were designed to promote social fairness and curb bourgeoisie shopping habits by targeting rich consumers, they appear to be missing the mark — luxury spending at home is just being diverted overseas by globe trotting mainlanders. Click to Play http://m.wsj.net/video/20120316/sf031612asiawkahead/sf031612asiawkahead_512x288.jpg
Asia Week Ahead: Are China banks' profits growing? Non-performing loans will be in the spotlight in coming days when investors get hold of financial results in the coming days from the Agricultural Bank of China, China Construction Bank and Bank of China. MarketWatch's Rex Crum has a look at the week ahead in Asia.
Another reason to expect action on taxes is the government’s recent focus on boosting growth through domestic consumption. This past weekend in Beijing Vice Premier Li Keqiang said expanding domestic demand is a “strategic point” for economic development. Another official played up China’s readiness to import, predicting it may soon become the world’s largest importer. This eagerness to import, however, comes at a time when China just recorded a monthly trade deficit in February of $31.5 billion. With export growth expected to remain relatively weak, this provides another reason for authorities to be less sanguine about yuan leaking abroad through unchecked tourist spending. Meanwhile, it is also worth considering that for many mainlanders, shopping abroad is not just about getting a tax-free bargain. China’s capital controls and limited domestic investment options mean luxury shopping often fulfills various secondary needs. In Macau, for instance, purchasing luxury goods can be a handy way to access hard cash. A typical story is a mainlander shopper can buy an expensive handbag or watch on their credit card, which can then be sold back for something like 90% of the value in cash. In fact, luxury handbags have almost become a money substitute. Milan Station Holdings Ltd. HK:1150 -0.66% , a chain of shops that trades second-hand handbags even listed on the Hong Kong stock exchange last year, which gives you an idea how big this business is. This, as well as a preference by many mainlanders to conceal conspicuous luxury shopping overseas, means old shopping habits could be hard to change. If we do get a cut in luxury taxes, Credit Suisse, say luxury brands who import their goods into China will benefit such as Prada, Coach, Hugo Boss, LVMH or Tiffany. The flip side, they add, is that for the retail and tourism industries that have benefitted from outbound Chinese tourists, any reduction in import tariffs will be incrementally negative. On the list of potential casualties is Hong Kong, Macau, South Korea to retailers in Europe. Hong Kong could be particularly vulnerable given 28 million mainland tourists visited last year (four times its population) and its huge concentration of luxury retail brands — Louis Vuitton has seven stores in the city, one more than Paris. This comes at a time the government is building everything from new bridges to high speed rail links to whisk ever more mainland tourists into town. Hong Kong had better hope it will still be able to offer bargains.
http://bbs.m4.cn/xwb/images/bgimg/icon_logo.png 该贴已经同步到 lilyma06的微博 都是被惯出来的毛病。。。。。。
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