【解秘】惠而浦三星LG洗衣机三国杀:是一场商业阴谋

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惠而浦与三星、LG在美国洗衣机市场的“三国杀”,最终结果不只是三方的恶斗与激战,还给中国洗衣机产业未来征战美国市场埋下一颗“地雷”。

近日,美国国际贸易委员会对韩国三星、LG两家企业在中国制造的大容量洗衣机征收最高52.5%反倾销税的最终裁定。今后,从中国制造出口到美国的三星、LG的大容量洗衣机,都将按照52.5%的标准征收反倾销税。

当前,大家都在关注美国对于三星、LG在中国制造的大容量洗衣机征收反倾销税。背后却是一个存在于惠而浦、三星、LG三家企业围绕美国洗衣机市场上演多年的"三国杀"。最终结果是,三星、LG与惠而浦打架,却让中国洗衣机制造产业备受伤害。

因为,美国反倾销的板子打在三星、LG的身上,最终伤害的却是中国在大容量、高端洗衣机市场的竞争力和发展空间。一方面,直接拖累中国洗衣机上游配套产业链。三星、LG受打压,必将拖累中国洗衣机上游产业链的发展;另一方面,对于正在谋求全球化市场经营和布局的中国家电企业来说,未来征战美国高端大容量洗衣机市场将是水到渠成之势,无疑未来将会受到反倾销售棒子的限制。

其实,早在2013年时,面对三星、LG在美国大容量高端洗衣机市场上,以低价格优势抢夺市场蛋糕,作为美国本土家电巨头的惠而浦就向美国国际贸易委员会公开举报两家韩国企业。不过,当初三星、LG面对惠而浦利用的贸易大棒,为了躲避处罚将洗衣机工厂从当时的韩国和墨西哥搬到中国,规避来自惠而浦的指控。

然而,让众人没有想到的是,惠而浦在美国市场上面对三星、LG源源不断的低价格产品抢夺市场,依旧不依不饶继续展开对这两家韩国企业的公开举报,从而让美国展开对中国制造的大容量洗衣机的反倾销调查。最终结果,则是美国政府支持惠而浦举报,继续对三星、LG在中国制造的部分洗衣机征收反倾销税。

当然,三星、LG为躲避这一反倾销调查,肯定有应对举措。比如将中国生产制造的大容量洗衣机工厂搬迁到越南、印度等地。对于中国洗衣机产业来说,却要因为三星、LG受到牵连和拖累,无法通过搬迁工厂,更无法躲避反倾销调查。未来一旦中国企业生产的大容量高端洗衣机直接参与美国市场的争夺,很容易受到惠而浦的反倾销大棒打压。

因此,短期来看三星、LG,以及惠而浦在美国洗衣机市场的"三国杀",只是对中国制造的洗衣机上游产业链带来一定的冲击,造成产能供给的失调。不过,最终伤害的却是中国企业征战美国高端大容量洗衣机的商业机会,增加中国企业参与美国市场竞争的商业难度。

从某种程度来看,惠而浦、三星、LG的洗衣机三国杀很可能就是对于中国在全球大容量高端洗衣机市场上提前布下的一场"商业阴谋"。其中,惠而浦利用美国的贸易保护手段,发起对三星、LG的封杀,争夺自身的市场份额和发展空间,却间接并提前封杀中国企业未来可能在美国中高端洗衣机市场的竞争道路。

惠而浦利用反倾销这根大棒提前警示所有中国企业,千万不要采取像三星、LG那样的价格竞争策略参与美国市场争夺,否则就是"死胡同"一条;同样对于三星、LG来说,惠而浦封杀的只是中国制造的大容量洗衣机,接下来却可以继续转移生产线应对。

综合来看,惠而浦、LG、三星,三家企业围绕美国洗衣机市场的争夺战,从一线市场上的"你拼我抢"商战,打到国家政策层面的反倾销贸易战。表面上看,是一场三家企业之间的三国杀,实际上却是一场剑指中国同行和对手的商业暗战!


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