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  NVR公司周二公布,由于房屋需求疲软,土地成本上升和定价压力影响了利润率,该公司第一季度利润下降了24%。

  由于美国利率居高不下,消费者对购房持谨慎态度,房屋建筑商正面临需求持续疲软的局面。

  美国总统唐纳德・特朗普的关税政策导致美国经济不确定性增加,这可能会给房屋建筑商带来更大压力。

  上周,NVR的同行D.R.霍顿公司在未达到季度利润和收入预期后,下调了年度收入预期。该公司表示,由于消费者信心下降,春季销售季的表现比预期要慢。

  在截至3月的第一季度,NVR的净利润和每股收益分别同比下降24%和19%,降至2.996亿美元,即每股94.83美元。

  第一季度的毛利率降至21.9%,而2024年第一季度为24.5%。

  根据路孚特(LSEG)汇编的数据,这家总部位于弗吉尼亚州雷斯顿的公司总收入增长3%,达到24亿美元,高于分析师平均预期的23.3亿美元。

  唐纳德・特朗普总统在白宫会见了一些大型零售商,此时企业高管们正寻求从大规模关税中得到一些缓解,这些关税已扰乱了全球供应链,还让美国消费者感到不安。

  据知情人士透露,周一的会议参与者包括沃尔玛公司、家得宝公司和塔吉特公司的代表。此次讨论正值特朗普对贸易伙伴所征收的高额关税暂停90天之际,数十位外国领导人和企业高管正利用这段时间来协商更有利的条款。

  塔吉特公司的一位发言人在一份电子邮件声明中表示:“我们与特朗普总统以及其他零售行业的同行进行了一次富有成效的会议,讨论了贸易方面的未来发展方向,我们仍致力于为美国消费者提供价值。”

  沃尔玛公司的一位女发言人也称这次会议卓有成效,家得宝公司的一位女发言人则表示,公司期待与白宫继续进行建设性对话。白宫没有立即回应就此次讨论发表评论的请求。

  特朗普的关税在很大程度上造成了供应链的混乱,这给作为美国经济主要驱动力的零售商带来了挑战。周一,在关税引发的焦虑以及特朗普对美联储主席杰罗姆・鲍威尔的威胁之下,美国资产的抛售进一步加剧。

  会议消息传出后,相关公司的股价有所上涨,但沃尔玛和家得宝的股价当天仍处于下跌状态。塔吉特公司的股价在收盘时涨幅不到1%。

  美国公司已发出警告称,随着进口税的实施,未来几个月业务可能会放缓。尽管公司在有关税的情况下运营已有数年,但特朗普关税的规模和快速变化的特点已成为一个独特的问题。

  特朗普对几乎所有贸易伙伴以及包括金属在内的众多行业征收关税,这可能会导致从烈酒、服装到电子产品和家具等所有商品的价格上涨。由于美国人在经历了多年的通货膨胀后对价格已经很敏感,预计这些变化将进一步抑制消费者需求。

  除了众多海外官员寻求降低关税之外,特朗普也表示他愿意与企业领导人就关税税率进行谈判。

  4月13日,这位美国总统对记者表示:“我们也会和企业进行沟通。你知道的,必须展现出一定的灵活性。没人应该如此固执。”

  特朗普政府将智能手机、电脑和其他电子产品排除在所谓的对等关税之外。这一决定为包括苹果公司和英伟达公司在内的全球科技制造商提供了暂时的喘息机会,不过官员们后来表示,美国将为这些产品制定其他特定关税,并通过对半导体进口展开调查启动了相关程序。

  特朗普关税政策的不确定性使得企业难以规划库存和定价。90天的关税暂停期给一些企业带来了暂时的缓解,不过许多企业警告称,由于不知道最终的关税税率会是多少,这也带来了诸多复杂问题。

 

  经济数据显示,在特朗普的关税全面生效之前,美国人一直在抢购汽车、电子产品和家电等商品。美国商务部的一份报告显示,3月份美国零售额较上月激增1.4%,这是两年多来的最大涨幅。由于购车者试图避开4月3日生效的对成品汽车征收的25%关税,汽车购买量增长了5.3%。

  3月份的数据反映的是在特朗普宣布、随后又暂停对世界各国征收高额关税之前的消费支出情况。但这份报告揭示了在未来价格高度不确定的时期消费者的心态。

  零售商的警告

  鉴于零售商销售许多日常购买的必需品,他们对关税将如何影响消费者和美国经济有着尤为密切的观察视角。

  全球最大的零售商沃尔玛曾表示,其运营着多元化的供应链,在美国销售的商品中约有三分之二是在美国采购的。该公司高管本月表示,公司正努力保持价格低廉,其采购人员正在仔细考虑所需商品的数量,以及关税可能会如何影响价格。到目前为止,该公司还没有看到消费者像在新冠疫情期间那样囤积商品。

  塔吉特公司没有透露其商品有多少是从海外采购的,不过该公司此前曾表示,价格上涨幅度会因商品类别而异。该公司称,正在与供应商和员工讨论下一步的计划。家得宝公司则表示,其一半以上的商品是在北美采购的。

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