沃爾瑪轉向印度，削減中國進口 (1/2)

Recently Yahoo News on-line reported the following:

Walmart shifts to India, cuts China imports (1/2)

Updated Thu, November 30, 2023 at 1:20 a.m. GMT+8

By Richa Naidu and Siddharth Cavale

LONDON/NEW YORK (Reuters) - Walmart is importing more goods to the United States from India and reducing its reliance upon China as it looks to cut costs and diversify its supply chain, data seen by Reuters shows.

The world's largest retailer shipped one quarter of its U.S. imports from India between January and August this year, according to bill of lading figures shared with Reuters by data firm Import Yeti. That compared with just 2% in 2018.

The data shows that only 60% of its shipments came from China during the same period, down from 80% in 2018. To be sure, China is still Walmart's biggest country for importing goods.

The shift illustrates how the rising cost of importing from China and escalating political tensions between Washington and Beijing are encouraging large U.S. companies to import more from countries including India, Thailand and Vietnam.

In the U.S., shoppers face higher interest rates and high food prices, eroding household savings and prompting Walmart and other retailers to become cautious in their outlook for consumer spending.

"We want the best prices," Andrea Albright, Walmart's executive vice president of sourcing said in an interview. "That means I need resiliency in our supply chains. I can't be reliant on any one supplier or geography for my product because we're constantly managing things from hurricanes and earthquakes to shortages in raw materials."

In a statement, Walmart said the bill of lading data painted a partial picture of what it sourced and that creating redundancy "does not necessarily mean" it was reducing reliance on any of its sourcing markets. "We're a growth business and are working to source more manufacturing capacity," Walmart said.

India has emerged as a key component of Walmart's efforts to build that manufacturing capacity, Albright said.

Walmart has been accelerating growth in India since 2018, when it bought a 77% stake in Indian e-commerce firm Flipkart. Two years later, it committed to import $10 billion of goods from India each year by 2027. That is a target it remains on track to hit, Albright said. It is currently importing around $3 billion worth of goods from India each year.

(to be continued)

Translation

倫敦/紐約（路透社）— 路透社看到的數據顯示，沃爾瑪正在從印度進口更多商品到美國，並減少對中國的依賴，以降低成本並實現供應鏈多元化。

根據數據公司 Import Yeti 向路透社分享的提單數據，今年 1 月至 8 月期間，這家全球最大的零售商的進入美國的商品四分之一是從印度進口。 相比之下，2018 年這一數字僅為 2%。

數據顯示，同期其入貨量中只有60%來自中國，低於2018年的80%。可以肯定的是，中國仍然是沃爾瑪最大的商品進口國家。

這一轉變表明，從中國進口的成本上升,以及華盛頓和北京之間不斷升級的政治緊張局勢如何鼓勵美國大公司從印度、泰國和越南等國家進口更多產品。

在美國，購物者面臨更高的利率和高食品價格，侵蝕家庭儲蓄，促使沃爾瑪和其他零售商對消費者支出的前景變得謹慎。

沃爾瑪負責採購的執行副總裁 Andrea Albright 在接受採訪時表示「我們想要最優惠的價格」。 「這意味著我的供應鏈需要有彈性。我不能依賴单一供應商或单一地理位置的產品，因為我們不斷應對從颶風、地震到原材料短缺等各種問題」。

沃爾瑪在聲明中表示，提貨單數據描繪了其採購情況的部分情況，形成失業情況「並不一定意味著」它正在減少對其任何一個採購市場的依賴。 沃爾瑪表示： 「我們是一家成長型企業，正在努力尋找出更多的生產能力」。

Albright 表示，印度已成為沃爾瑪建設那生產能力的重要組成部分。

自2018年收購印度電子商務公司Flipkart 77%的股份以來，沃爾瑪一直在印度加速成長。 兩年後，它承諾到 2027 年每年從印度進口 100 億美元的商品。Albright 表示，這一目標仍有望實現。 目前，它每年從印度進口價值約30億美元的商品。

（待續）