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世界各地的企业都发出警告,由于工厂停工,船舶和飞机延迟运载,新冠病毒疫情可能影响其供应链,甚至导致赤字。

财务冲击:

**苹果公司发布了波动范围较大的三月收入预期。苹果在武汉拥有供应商,即便在武汉之外,一些供应商也将原本一月底的开工时间延迟到了2月10日;

**百度公司推迟发布其去年第四季度财报;

**嘉士伯公司预期疫情将影响公司业务,但现在下结论为时过早;

**伊莱克斯公司说疫情将可能对其中国供应商造成进一步伤害,目前已启动应急预案;

**包括苹果产品在内,富士康延迟了相关产品的交付,有消息称,富士康在中国境内的所有生产已全部停滞;

**H&M暂时关闭了中国境内的45家门店,此举将影响其1月份营业额。不过公司表示,由于其生产线具备灵活性,目前遭受的影响较小;

**捷豹和路虎的母公司印度塔塔汽车集团预期疫情将影响中国境内的生产和利润额;

**李维斯关闭了中国境内近一半门店,预计短期内将遭受影响;

**LG显示屏表示他们并未关闭中国境内任何一家工厂,但警告疫情会对未来的供应链造成不确定性;

**麦当劳在中国大约有3300家门店,此次疫情中关闭了约数百家,其表示只要疫情还控制在中国范围内,其利润受到的影响就会“较小”;

**日本三井公司预计汽车及其他板块的生产活动会降缓,也可能削减钢产品的需求;

**潘多拉表示疫情导致中国大陆及香港客流降低,目前还无法立即预估损失;

**人头马君度警告道,由于其在中国境内拥有大量业务,未来所受影响将十分显著;

**皇家加勒比邮轮取消了三条涉及中国的航线,并相应削减了2020年预期收入,如果疫情持续到2月底,其所受影响将进一步加剧;

**三星按照中国政府要求延迟部分工厂返工时间,但拒绝评论所受影响;

**索尼公司原本调高了2020年利润预期,面对疫情可能会再做调整;

**星巴克在中国有大约4300家门店,在疫情中关闭了大约一半,并延迟了2020年利润预期的发布时间;

**法拉利CEO表示如果疫情延续,其中国区表现将疲软,但其更担忧香港的情况,因为整座城市的商业表现“非常疲软”;

**奥特斯公司将3月31日前的收入预期降低了7%;

**耐克关闭了其在中国接近一半的门店,其他门店也缩短了营业时间,预计将因此遭受财务冲击;

**华特·迪斯尼公司表示,如果上海游乐园持续关闭两个月,其第二季度收入将减少1.35亿美元;

 

门店/工厂关闭:

**包括苹果、谷歌和迪尔在内的公司暂时关闭了在中国的设施;

**迅销关闭了其在华750家优衣库门店中的280家;

**海底捞及宜家关闭了全部门店;汉堡王关闭部门门店;

**现代汽车将暂停韩国境内的生产,此举是因为疫情爆发引起零部件供应不足,现代也是中国之外首个采取类似举动的大型汽车制造商;

**斯沃琪关闭了武汉的5家门店;百胜中国关闭了武汉部分肯德基和必胜客餐厅,瑞幸咖啡关闭了咖啡馆,百威英博暂停了啤酒生产;

**丰田汽车中国工厂将关闭至2月9日;

**盖璞公司关闭了中国总部,同时调整了门店营业时间;

 

酒店、预订平台、中介机构:

**凯悦和香格里拉许可中国旅客在2月29日前免费取消预订;

**洲际酒店许可旅客在固定日期内免费取消前往中国的预订;

**中国最大的网络预订平台携程表示,其平台上超过30万家酒店同意在1月22日至2月8日之间为旅客办理退款;

**飞猪及其他几家中国及欧洲旅行平台也采取了类似退款政策;

 

Companies feel impact of coronavirus outbreak in China

Companies around the world have warned that a coronavirus outbreak in China could disrupt supply chains or hurt their bottomlines as factories and shops shut and airlines suspend flights.

FINANCIAL IMPACT:

**Apple (AAPL.O) gave a wider-than-usual revenue outlook range for the March quarter to factor in uncertainty. Apple, which has suppliers in Wuhan, the central Chinese city at the heart of the outbreak, said the reopening of some suppliers’ factories outside Wuhan had been moved to Feb. 10 from the end of January.

**Baidu (BIDU.O) postponed the announcement of its fourth-quarter results.

**Carlsberg (CARLb.CO) expects the virus to hurt business, but said it was too early to give an estimate.

**Electrolux (ELUXb.ST) said the epidemic could have a material impact if its Chinese suppliers were further affected and it was implementing contingency plans.

**Foxconn’s (2317.TW) shipments to customers, including Apple, could be disrupted if a Chinese factory halt extends into a second week, a source said, adding that Foxconn has halted almost all its production in China.

**H&M (HMb.ST) said store closures in China - about 45 - hurt sales in January. The company said its flexible supply chain had limited disruptions.

**Jaguar and Land Rover parent Tata Motors (TAMO.NS) expects the outbreak to hamper production in China and hit profits.

**Levi Strauss (LEVI.N) shut about half its stores in China and said it would take a near-term hit.

**LG Display (034220.KS) said it had not closed any factories in China but warned the outbreak increased uncertainty for suppliers.

**McDonald’s (MCD.N), which closed several hundred of its roughly 3,300 outlets in China, said the overall impact on profits would be “fairly small” if the virus stayed contained in China.

**Japanese trading house Mitsui (8031.T) expects manufacturing activities to slow in automobile and other sectors, and possibly reduce steel product demand.

**Pandora (PNDORA.CO) said the virus had led to an unprecedented decline in consumer traffic in China and Hong Kong and it was unable to estimate impact immediately.

**Remy Cointreau (RCOP.PA) warned that a potential impact from the outbreak would be significant because of its big exposure to China.

**Royal Caribbean Cruises (RCL.N), which canceled three trips of its China-based cruise liner, trimmed its 2020 earnings forecast, warning of a further hit if travel curbs continued until the end of February.

**Samsung Electronics (005930.KS) extended a holiday closure for some factories in line with Chinese government guidance but declined to comment on the impact.

**Samsung affiliate and battery maker Samsung SDI (006400.KS), which counts Volvo (VOLVb.ST) among its customers, warned of a hit to its March-quarter earnings.

**Sony (6758.T), which raised its annual profit outlook, said impact from the virus could offset the revision.

**SK Hynix (000660.KS), which has a chip plant in the eastern Chinese city of Wuxi, said the outbreak had not disrupted production but that could change if the situation was prolonged.

**Starbucks (SBUX.O), which closed more than half its roughly 4,300 stores in China, delayed a planned update to its 2020 forecast and said it expected a material but temporary hit.

**Tesla (TSLA.O) warned a 1- to 1-1/2-week delay in the ramping up of production of its Shanghai-built Model 3 cars could slightly hurt March-quarter profit after China ordered a shutdown of the factory. Tesla is also evaluating whether the supply chain for cars built in its California plant will be affected.

**Royal Caribbean expects the cancellations to trim its first-quarter earnings by 25 cents per share, but added there were too many uncertainties to make a good estimate of impact.

**Ferrari (RACE.MI) CEO says company can offset weakness in China if it is for a few months, and is more worried about Hong Kong, as business in the Chinese-ruled city is “very soft”.

**AT&S (ATSV.VI) cut its revenue forecast by around 7% for the year to March 31, saying production in China was affected by the virus spread.

**Nike (NKE.N) warned of a financial impact after it closed about half its own stores in China and cut operating hours at the rest.

**Walt Disney (DIS.N) said the closure of its Shanghai park could hurt operating income in the second quarter by $135 million, if it is shuttered for two months.

**Japanese pub chain Watami Co Ltd (7522.T) is withdrawing from mainland China due to worries about a prolonged epidemic.

 

STORE/FACTORY CLOSURES:

**Companies including Apple, Alphabet’s (GOOGL.O) Google and Deere (DE.N) temporarily closed facilities in China.

**Fast Retailing (9983.T) closed about 280 of its 750 Uniqlo stores in China.

**Haidilao (6862.HK) shut restaurants and IKEA closed its stores in China. Burger King (QSR.TO) shut some restaurants.

**Hyundai Motor (005380.KS) said it would suspend production in South Korea due to the outbreak disrupting parts supply, the first major automaker to do so outside of China. [L4N2A41I5]

**Swatch (UHR.S) closed five stores in Wuhan, Yum China (YUMC.N) closed some KFC and Pizza Hut stores in the city, Luckin Coffee (LK.O) closed its cafes and AB Inbev (ABI.BR) suspended production at its brewery.

**Toyota Motor (7203.T) shut factories in China through Feb. 9.

**Ralph Lauren (RL.N) has shut about half of its 110 stores in China.

**Restaurant Brands International (QSR.TO) says some Burger King restaurants in mainland China have been temporarily closed.

**Tiffany has temporarily closed several stores in affected areas in China.

**Gap (GPS.N) has closed its China headquarters and is adjusting operating hours of stores, including closures and shortened working hours for a small number.

**Hugo Boss (BOSSn.DE) is temporarily closing some of its stores in China, with the rest to cut trading hours.

 

HOTELS, BOOKING PLATFORMS, AGENCIES:

**Hyatt (H.N) and Shangri-La said they would allow travelers from China to cancel hotel bookings for free through Feb. 29.

**InterContinental Hotels (IHG.L) said it would allow customers to cancel for free reservations made for China for specific dates..

**Ctrip, China’s largest online booking platform, said more than 300,000 hotels on its platform had agreed to refunds on bookings between Jan. 22 and Feb. 8.

**Fliggy, Alibaba’s (BABA.N) booking site, offered similar refunds, as did several Chinese and European tour operators.

**Royal Caribbean (RCL.N) warned of more cruise cancellations after calling off eight trips out of China through March 4

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