--- title: "西亞的戰爭可能會導致印度的寶石和珠寶出口減少 12 億美元：GJEPC" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/279151739.md" description: "印度珠寶和首飾出口因西亞地緣政治緊張局勢下降了 20%，預計在接下來的三個月內將造成 12 億美元的影響，依據珠寶和首飾出口促進委員會（GJEPC）的數據。雖然部分貿易可能轉向中國和香港等市場，但整體影響可能達到 20 億美元。對阿聯酋和海灣合作委員會（GCC）的出口總額為 83 億美元，迪拜已成為一個關鍵的貿易中心。該行業還受到美國關税和印度 - 阿聯酋全面經濟夥伴關係協議（CEPA）的影響" datetime: "2026-03-15T02:30:21.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/279151739.md) - [en](https://longbridge.com/en/news/279151739.md) - [zh-HK](https://longbridge.com/zh-HK/news/279151739.md) --- # 西亞的戰爭可能會導致印度的寶石和珠寶出口減少 12 億美元：GJEPC Indian gems and jewellery exports have already witnessed a 20 per cent drop due to the ongoing geopolitical conflict in West Asia, according to the Gems and Jewellery Export Promotion Council (GJEPC). “This month at least 20 per cent of our overall exports have suffered due to the tensions in West Asia. If the situation prevails, we expect exports worth $1.2 billion to be impacted in the coming three months,” Sabyasachi Ray, executive director at GJEPC, told Business Standard. The overall impact could have been close to $2 billion, but some of the trade can be replaced by markets such as China and Hong Kong, he explained. “We had warded off the pressures of the US tariffs by diversifying to the United Arab Emirates (UAE). Almost 65 per cent of our overall exports go to Dubai, from where they travel to the Gulf Cooperation Council (GCC) nations. While the US tariff situation has eased off a little, the diversification we did to West Asia has now been eroded,” he added. Exports to the UAE and the GCC amount to $8.3 billion in total. The UAE, and Dubai in particular, is a major sourcing hub for the sector, replacing Belgium as the rough and polished diamond trading centre. Additionally, gold imports of almost 200 tonnes to the country will also suffer due to the signing of the India–UAE Comprehensive Economic Partnership Agreement (CEPA). According to the latest data released by the council, exports of Indian gems and jewellery in February this year rose 3.86 per cent year-on-year to $2.68 billion. However, from April 2025 to February this year, exports remained almost flat at $25.93 billion compared to $25.92 billion in the year-ago period. This was largely due to the impact of US trade tariffs and geopolitical uncertainties worldwide. Speaking about the evolving global trade environment, Ray said the range of Free Trade Agreements (FTAs) that India has been signing will benefit the sector. “FTAs are of huge help and are a strategic alternative for countries like India, which are developing and growing very fast,” Ray said. ### 相關股票 - [NFTY.US](https://longbridge.com/zh-HK/quote/NFTY.US.md) - [IND.US](https://longbridge.com/zh-HK/quote/IND.US.md) ## 相關資訊與研究 - [受美伊局勢波及，印度 3 月 CPI 同比升至 3.40%，能源成本壓力初顯](https://longbridge.com/zh-HK/news/282568402.md) - [鈦金與瓷韻的交響 AKACHEN「永恆花園」以珠寶形塑東方人文哲思](https://longbridge.com/zh-HK/news/282213811.md) - [中美地緣政治緊張下科技股反彈，市場情緒回暖但風險仍存](https://longbridge.com/zh-HK/news/282765666.md) - [馬斯克推新加密聊天應用，油價攀升與地緣政治持續影響市場走向](https://longbridge.com/zh-HK/news/282473305.md) - [《神州期貨》上金所：吸收香港上海滙豐銀行等三家機構入會，同意兩家公司退會](https://longbridge.com/zh-HK/news/281987000.md)