關稅壁壘衝擊！三得利旗下金賓威士忌，宣布2026年停產一年
受關稅影響，三得利旗下美國金賓威士忌因出口放緩、庫存積壓，宣布2026年將停產一年。本文分析貿易戰對全球消費品牌的實質衝擊與投資啟示。
日本飲料巨頭三得利（Suntory）旗下的全球烈酒公司於2025年12月23日宣布，其位於美國肯塔基州、生產旗艦產品「金賓」（Jim Beam）波本威士忌的主要蒸餾廠，將於2026年全年暫停生產。據日經亞洲報導，此舉主要歸因於關稅壁壘導致出口放緩，海外市場需求不振，最終造成庫存積壓。
這場停產風暴的核心，是美國威士忌在國際市場上節節敗退的縮影。該肯塔基州的廠房僱用了約1,000名員工，此次長達一年的停產決定，勢必對當地就業與經濟造成衝擊。這也凸顯了全球貿易關係的緊張，如何直接影響知名消費品牌的營運命脈。
此次停產不僅是單一品牌的營運調整，更是地緣政治風險轉化為實質商業衝擊的明確信號。過去被視為抽象的貿易戰風險，如今已具體化為生產線的停擺與營收的損失。投資者應警惕，全球消費品牌在貿易戰下的脆弱性日益凸顯，供應鏈的穩定性已成為評估企業價值不可忽視的關鍵指標。
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