【直报网6月3日讯】（资本证券网）部分韩国化妆品有望便宜一半有业内人士表示，尽管如此，化妆品零关税的实现还需要一定的时间。

CNDSN June 3rd (Capital Securities Network) part of the South Korean cosmetics industry is expected to half of the industry said that, despite this, the realization of the zero tariff of cosmetics also need a certain time.

有业内人士表示，尽管如此，化妆品零关税的实现还需要一定的时间。

Insiders said that, despite this, the realization of the zero tariff of cosmetics also need a certain time.

6月1日，中韩自贸协定正式签署，据记者了解，在前述协定签署当天起，我国同时将以暂定税率方式降低部分日用消费品的关税，平均降幅超过50%。其中，颇受大家关注的护肤品的进口关税由5%降低到2%。

June 1, China and South Korea free trade agreement signed, according to the reporter, in the aforementioned agreement signed on the same day, our country also will in the way provisional tax rates reduce tariffs on part of the daily consumer goods, with an average decline of more than 50%. Among them, the import tariff of care for skin care products is reduced to 2%.

而此次中韩自贸协定则将化妆品的关税进一步降低，根据协定，中国将在最长20年内实现零关税的产品达到税目的91%、进口额的85%，韩国零关税产品将达到税目的92%、进口额的91%。

And the Sino South Korean free trade agreement will further reduce the tariff on cosmetics, according to the agreement, China will in the longest 20 years in achieve 85% of the zero tariff products to tax imports and 91%, items of Korean zero tariff products will reach 92%, imports of 91%.

简而言之，上述目标若实现，国内消费者将能以较低的价格购买到来自韩国的诸多品牌化妆品，而据《证券日报》记者粗略计算一下，以韩国某款品牌为例，零关税后，产品价格下降幅度能便宜近50%。

In short, the target if you achieve, domestic consumers will be able to to lower prices to buy from South Korea's many brands of cosmetics, and according to the "Securities Journal" reporter rough calculation, by a South Korean brand, for example, after zero tariff, product prices decline to cheap nearly 50%.

与此同时，那些与韩国化妆品品牌处于同等价位的某些国内化妆品的市场份额将面临被瓜分的命运，相应的以化妆品生产和销售为主的国内A股上市公司也面临威胁。

At the same time, the and South Korean cosmetics brands in the same price of some of the domestic cosmetics market share will face the fate of being carved up, corresponding to the production and sale of cosmetics domestic A-share listed companies threat.

韩品牌化妆品或便宜50%

Korean brand cosmetics or cheap 50%

6月1日，中国商务部部长高虎城代表中国政府在韩国首尔正式签署中韩自贸协定。中韩自贸协定是我国迄今为止对外签署的覆盖议题范围最广、涉及国别贸易额最大的自贸协定，草签文本就有22章，对中韩双方来说都是一个互利、双赢的协定，实现了“利益大体平衡、全面、高水平”的目标。

June 1st, Chinese Minister of Commerce Gao Hucheng on behalf of the Chinese government in South Korea, Seoul officially signed the FTA. South Korea since the trade agreement is so far, China signed with foreign countries covering a range of topics most widely, involving the country trade the biggest FTA, initialed text have 22 chapters, for both China and South Korea are a mutually beneficial, win-win agreement, to achieve the goal of "balance of interests in general, comprehensive, high level".

韩国化妆品在中国的热销已经不新鲜，根据中国商务部的数据，2014年全年韩国对中国出口“精油及香膏；香料制品及化妆盥洗品”总额达5.98亿美元，比前一年增长89.3％。而2015年，仅一季度已达2.64亿美元，比去年同期增加189.4％，约是去年总额的44％。

South Korean cosmetics sales in China is already not fresh, according to data from the Ministry of Commerce of China, the year 2014 the Korean exports to China "oil and balm; perfume products, cosmetics and toiletries" amounted to $5.98 billion, than 89.3% increase from the previous year. And in 2015, only a quarter of $264000000, an increase of 189.4% over last year, about 44% of last year's total.

South Korea FTA signed the most concern is that South Korea cosmetics are expected to become cheaper. In the free trade agreement, shampoo, shower gel and skin care products such as cosmetics in the 5 years of the tax rate of about 35% to 20%, toothpaste and other dental cleaning supplies will be canceled within 10 years now 10% tariff.

从韩国乐天免税店内的商品价格来看，如兰芝一款睡眠面膜为例，2件套的睡眠面膜在免税店的价格仅为248元人民币，折合算下来，比国内专柜价格至少便宜了50%。

From the point of view of the South Korea Lotte duty free shop in commodity prices, such as Lange a sleep mask, for example, 2 sets of sleep mask at the duty-free shop price only 248 yuan, equivalent to count down, than the price of domestic counter cheaper for at least 50%.

有资深业内人士在接受《证券日报》记者采访时表示，中国加入世界贸易组织15年间，化妆品、奢侈品和母婴产品的关税一直在降低，虽然国内消费者对国外这些产品需求很旺盛，但道路不通。“现在，基于中韩自贸协定签署，化妆品关税降低，能直接刺激国内消费者的购物欲望，大家以后买韩国化妆品可能就无需完全依靠海外代购。但是，上述化妆品零关税的实现还需要一定的时间。”

A senior industry sources told the "Securities Daily" reporters said that China's accession to the World Trade Organization in 15 years, cosmetics, luxury goods and maternal and child products tariff has been in reducing, although domestic consumer demand for these products in foreign is very strong, but impassable roads. "Now, based on the China Korea FTA signed, cosmetics tariff reduced, can directly stimulate domestic consumer's shopping desire. After you buy cosmetics in Korea may need not rely entirely on the overseas purchasing. However, the realization of the above zero tariff of cosmetics also need a certain time."

国内相关上市公司面临威胁

Domestic listing Corporation threatened

便宜的韩国化妆品价格无疑对中国国产化妆品市场造成一定冲击。

Cheap South Korean cosmetics prices will undoubtedly China's domestic cosmetics market caused a certain impact.

《证券日报》记者通过同花顺iFinD数据统计显示，在主营业务中输入“化妆品业务”，出现了9家上市公司名单，分别为通产丽星，青海明胶、九州通、友阿股份、索芙特、片仔癀、上海家化、中兴商业和中源协和。

"Securities Daily" the reporter by flush Ifind statistics show that in the main business input "cosmetics business", appeared in the list of nine listed companies, respectively for TONGCHAN Lixing, Qinghai gelatin, Kyushu, the friends of the A shares, Suofute, Pien Tze Huang, Shanghai Jahwa, Xing business and the source of Concord.

而上述9家主营业务与化妆品相关的上市公司中，比较有名的大概就是上海家化了。

The 9 main business and cosmetics related listing Corporation, the more famous is probably the Shanghai jahwa.

专注民族品牌的上海家化表示，公司的主营业务将聚焦在三大领域，即美容护肤、个人护理和家居护理。公司的资源将集中投入在五大品牌佰草集、六神、美加净、高夫和启初。公司表示，上述五大护肤品牌分别对应了公司将关注的五大细分市场，即中高端女士护肤、大众个人护理、大众女士护肤、男性护肤和婴童护理。

Attention national brand Jahwa said that the company's main business will be focusing on three areas, that is, beauty skin care, personal care and home care. The company's investment in resources will be concentrated in five major brands, Maxam, GF, Herborist Liushen and rev. The company said that the big five skin care brand correspond to the company will focus on five segments of the market, namely the high-end skincare for woman, popular personal care, public skincare for woman, men's skin care and baby nursing.

而据《证券日报》记者了解，上海家化定位中高端女士护肤的品牌佰草集，一般售价与韩国某些品牌在国内专柜的价格相差无几，但从韩国乐天免税店上面的价格来看，该韩国品牌化妆品价格比在国内专柜价格便宜了近一半。而根据前述签订的中韩协议，中国将在最长20年内实现零关税的产品达到税目的91%、进口额的85%，韩国零关税产品将达到税目的92%、进口额的91%。

And according to the "Securities Daily" the reporter understands, brand Herborist Jahwa positioning in the high-end skincare for woman, the general price and certain Korean brand in domestic shop price is almost the same, but from the point of view of the South Korea Lotte duty free shop above price, the South Korean brand cosmetics prices than in the domestic counter price is cheap nearly half. And according to the aforementioned signed the agreement, China will in the longest 20 years in achieve 85% of the zero tariff products to tax imports and 91%, items of Korean zero tariff products will reach 92%, imports of 91%.

如此看来，随着零关税时代的来临，国内的化妆品牌，无疑将面临更大的竞争压力。

So it seems that with the advent of the era of zero tariff, the domestic makeup brands will undoubtedly face greater pressure of competition.

北大纵横合伙人陶文盛在接受《证券日报》记者采访时表示，目前某些与韩国化妆品品牌定位相同的国内品牌，市场肯定会受到冲击，不过，如果消费者比较钟情国内的品牌，或国内品牌服务做得更加人性化，还是能赢得属于自己的客户群体。▲

PKU partner Tao Wensheng told the "Securities Journal" reporter said that at present some South Korean cosmetics brand positioning and the same domestic brands, the market will certainly impact, however, if consumers love the brand, or the brand service done more humane, or to win belong to their own customer groups. 3

责任编辑：小申

Editor: Little Shen