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7萬傢越南企業倒閉，阿迪達斯考慮漲價！中國消費者會買單嗎？
疫情擾亂越南供應鏈，對阿迪達斯影響多大？
德爾塔變異毒株來勢洶洶，越南沒能守住，當地供應鏈也暫時停擺，今年上半年越南有70209傢企業倒閉，比往年多出瞭24.9%，細細算來，越南每天都要關停400傢企業。
阿迪不是說過，全球賣出的100雙阿迪達斯鞋中，就有43雙是越南制造。現在阿迪在越南的代工合作商是一傢叫做寶成鞋業的工廠，受疫情影響，這傢工廠已經徹底歇業瞭，這將讓阿迪今年的銷售額損失5億歐元。
這樣的情況下，阿迪放出漲價的風聲，也可以理解。也有些不漲價的企業，像美國鞋類提供商沃爾弗林集團，為瞭降低疫情帶來的供應風險，已經在今年將部分產能重新轉回中國。
另外，越南栽跟頭，美國也要跟著傷筋動骨，因為這些年來耐克、蘋果、英特爾等美國企業已經將生產線遷往越南，所以為瞭及時止損，8月中旬，包括耐克、GAP等在內的超過80傢美國服裝和鞋類公司已經聯名致信拜登，要求美國加快對越南的疫苗捐贈。
特別提醒：本圖為金十數據特別策劃，內容僅供參考，不構成實際操作建議
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