经济学家:关税风险可能导致马来西亚下半年出口下滑

GateNews

金十数据8月20日讯,CGS International 经济学家 Mas Aida Che Mansor 和 Nazmi Idrus 表示,下半年剩余时间内,马来西亚出口可能会下滑。他们指出,主要下行风险来自美国计划对半导体征收100%关税,并仅对承诺在美国生产的企业提供豁免。由于电气和电子产品今年迄今占马来西亚出口总额的43.5%,而半导体又占对美电气和电子产品出口的68%(主要来自在马来西亚当地运营的美资企业),这一政策影响重大。另一个风险是棕榈油出口走弱。印尼正逐渐夺取印度市场份额,不过高企的粗棕榈油价格可能在一定程度上提供缓冲。

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