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  来源:华尔街见闻

  特朗普政府在美印贸易谈判中,重点推动印度开放价值1250亿美元的电商市场,为亚马逊、沃尔玛等美国零售巨头提供公平竞争环境。如果成功,亚马逊等电商将受益,但印度本土电商巨头面临冲击。若协议未达成,印度对美出口将面临26%的关税,特朗普已暂停这一措施90天。

  美印贸易战中,特朗普政府欲撬开印度1250亿美元电商市场。

  周二,据媒体报道,特朗普政府在美印贸易谈判中,撬开印度价值1250亿美元的电子商务市场成为关键目标。美国计划向莫迪政府施压,要求为亚马逊和沃尔玛等美国零售巨头提供公平竞争环境,并将此作为美印贸易协议的一部分。此协议还将涉及食品、汽车等多个领域。

  若美国达成协议,成功打开世界人口最多国家的零售市场,亚马逊等美国电商公司将受益,但印度本地的电商公司将遭受冲击。如果未能达成协议,印度对美出口将面临26%的关税,但特朗普已暂停此措施90天,以便进行进一步谈判。

  据华尔街见闻此前文章,美国副总统万斯周一在新德里会见了莫迪总理,印度政府发布声明称,双方欢迎在互利的贸易协议谈判中取得了实质性进展。这一协议将帮助印度避免特朗普政府的对等关税威胁。根据美方说法,美国已正式宣布谈判的参考框架,为接下来的关于共同经济优先事项的讨论制定了路线图。

  美国施压印度开放电商市场,利好亚马逊等巨头

  在此过程中,科技巨头积极游说白宫。亚马逊CEO贝索斯曾参加并资助了特朗普的就职典礼,沃尔玛首席执行官麦克米伦(DougMcMillon)也曾与特朗普在海湖庄园一对一会面。

  据知情人士透露,麦克米伦在海湖庄园会议中提到了印度对外国电商设置的障碍。两位知情的业内高管表示,特朗普政府正在与美国电子商务平台密切协调。

  值得一提的是,沃尔玛旗下拥有印度电商平台Flipkart。亚马逊自2013年进入印度市场以来,逐步建立了市场份额,但仍落后于沃尔玛旗下的Flipkart。根据美银分析师分析,去年底,亚马逊在印度的日活跃用户不足4000万,而Flipkart有5000万。

  若美国成功施压,这将对印度本土电商巨头造成重大影响,特别是与印度首富穆克什·安巴尼的信实集团形成直接对立。安巴尼的信实集团是印度最大零售商,拥有多个电商平台。

  美国自2006年来屡试屡败,仍未能打开印度市场大门

  目前,印度仅允许美国电商公司作为平台运营商,其他商家在这些平台上销售商品。而印度本土电商公司不仅能提供平台,还能生产、拥有并销售商品。印度对美国电商的限制不仅体现在库存管制,还包括反复进行产品检查等措施。

  美国政府认为,这种“非关税壁垒”限制了外国公司在印度的市场份额,并对零售领域的外资投资设限,不允许外国公司完全控制印度市场。特朗普曾称,印度的保护主义政策使其成为“关税之王”。美国是印度最大的贸易伙伴,两国计划将双边商品和服务贸易提升至5000亿美元,超过现有规模的两倍。

  零售咨询公司TechnopakAdvisors主席ArvindSinghal表示,自2006年以来,美国一直试图打开印度市场,但始终未能成功。印度全国贸易商联合会秘书长Khandelwal表示:

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