《中购联国际商业周刊》丨 LVMH宣布出售Off-White；华为官方体验店在阿联酋阿布扎比Yas Mall开业；小米明年将进军全球家电市场……

资讯 INTERNATIONAL NEWS

中购联国际商业周刊

Issue222 | 2024.10.7-13

中购联新媒体中心综合整理

PART.01

项目动态 Projects' News

01|迪士尼将美国主题乐园旺季票价上调约6%

迪士尼宣布，加州迪士尼乐园的旺季单日票价从194美元上涨至206美元，年票“Imagine”涨至599美元，整体票价上涨约6%。此外，快速通行服务价格也从30美元涨至32美元。

01|Disney is raising peak season ticket prices at US theme parks by about 6%

Disney announced that single-day ticket prices in peak season at Disneyland California will rise from $194 to $206 and annual Imagine passes to $599, an overall increase of about 6%. In addition, the price of express passage service has increased from $30 to $32.

02|英国主题乐园迎接圣诞季

英国多家主题乐园正在积极筹备年度圣诞庆祝活动。温莎乐高乐园、德雷顿庄园和切斯顿冒险世界将于11月23日拉开节日序幕。奥尔顿塔主题乐园的“魔幻日子”活动将于11月29日开始，而波尔顿斯乐园则将于12月6日正式启动假日季。

02|UK theme parks welcome the Christmas season

Theme parks across the UK are gearing up for their annual Christmas celebrations. LEGOLAND Windsor, Drayton Manor and Chessington World of Adventures will start the festival on 23 November. Magical Days Out at Alton Towers starts on 29 November, while Paultons Park officially starts its holiday season on 6 December.

03|派拉蒙主题乐园Star Bay City将于2029年登陆韩国

派拉蒙设计的主题乐园Star Bay City将在2029年于韩国华城开幕。该项目由新世界集团与派拉蒙全球公司合作，园区将包含基于《星际迷航》《壮志凌云》及尼克国际儿童频道系列的游乐设施。项目投资约为4.57万亿韩元（约33.9亿美元）。

03|Paramount theme park Star Bay City will arrive in South Korea in 2029

Paramount theme park Star Bay City is set to open in 2029 in Hwaseong, South Korea. The project, a collaboration between New World Group and Paramount Worldwide, will include rides based on Star Trek, Top Gun and the Nickelodeon series. The project investment is about 4.57 trillion won (about $3.39 billion).

04|沙特阿拉伯加大水上乐园投资，助力2030年旅游愿景

沙特阿拉伯正通过大力投资水上乐园来推动旅游业发展，旨在实现2030年吸引1.5亿游客的目标。专家指出，如Aquarabia等大型水上乐园的建成，将丰富娱乐体验，吸引国内外游客，尤其是中东地区水上乐园能够提供全年娱乐，满足游客避暑需求，有望显著提升沙特旅游业的竞争力。

04|Saudi Arabia is investing more in water parks to support its 2030 tourism vision

Saudi Arabia is boosting tourism by investing heavily in water parks, aiming to reach its goal of attracting 150 million visitors by 2030. Experts pointed out that the completion of large water parks such as Aquarabia will enrich the entertainment experience and attract domestic and foreign tourists.

Especially in the Middle East, water parks can provide year-round entertainment and meet the needs of tourists in the summer, which is expected to significantly enhance the competitiveness of Saudi tourism.

PART.02

零售品牌 Brands' News

01|华为官方体验店在阿联酋阿布扎比Yas Mall开业

10月4日，华为官方体验店在阿联酋阿布扎比Yas Mall开业。这标志着华为在阿联酋市场的进一步沉淀，旨在让更多人了解华为智能产品，并带来更便捷的服务。

01|Huawei's official experience store opened at Yas Mall in ABU Dhabi, UAE

Huawei's official experience store opened at Yas Mall in ABU Dhabi, UAE on 4 October. This marks Huawei's further precipitation in the UAE market, aiming to let more people know about Huawei smart products and bring more convenient services.

02|小米明年将进军全球家电市场

近日，小米东南亚地区总经理Alex Tang确认，小米将率先从泰国、马来西亚等东南亚国家开始进行家电产品的扩张，包括小米空调、小米冰箱、小米洗衣机等，这无疑将为当地消费者带来前所未有的智能家居体验，同时也为小米在全球市场的进一步扩张奠定坚实基础。

02|Xiaomi will enter the global home appliance market in 2025

Recently, Alex Tang, general manager of Xiaomi Southeast Asia market, confirmed that Xiaomi will take the lead in the expansion of home appliances from Southeast Asian countries such as Thailand and Malaysia, including Xiaomi air conditioners, Xiaomi refrigerators, and Xiaomi washing machines, which will undoubtedly bring unprecedented smart home experience to local consumers. At the same time, it also lays a solid foundation for Xiaomi's further expansion in the global market.

03|SKIN中国首店落地北京

近日，被称为“运动圣衣”的品牌SKINS官宣中国首店落地北京，门店以品牌色柠黄为主视觉，围绕S1、S3、S3A、S5等系列设置产品专区。

SKINS起源于1996年，品牌设计初衷是为了帮助运动员身体恢复和提高运动成绩，所拥有的梯度压缩技术，让其成为全球专业运动压缩装备。

03|SKIN first Chinese store landed in Beijing

Recently, SKINS, known as the "sacred clothes of sports", officially announced its first Chinese store landing in Beijing. The store is mainly based on the brand color lime yellow, setting up product areas around S1, S3, S3A, S5 and other series.

SKINS originated in 1996, originally designed to help athletes recover and improve athletic performance. The "gradient compression" technology makes it the world's professional sports compression equipment.

04|劳力士于中国开启官方认证二手表销售

Rolex劳力士日前宣布将在中国开启二手表销售，其位于中国香港中环皇后大道的东方表行将作为首家店铺开始线下实体陈列，另外在其官网也已同步销售。

值得注意的是，劳力士将在上海开设中国市场首家直营店，不仅同时出售全新和二手的劳力士，也将承接劳力士的回收业务。

04|Rolex launches official certified second-hand watch sales in China

Rolex Rolex recently announced that it will open second-hand watch sales in China. The Eastern watch store in Queen's Road, Central, Hong Kong, China, will be the first store to start offline physical display, and the official website also start sales.

It’s worth noting that Rolex will open the first Chinese direct-operation store in Shanghai, which will not only sell new and second-hand Rolex, but also undertake Rolex recycling business.

05|H&M入驻拼多多

H&M日前宣布正式入驻电商平台拼多多，并开设官方旗舰店。H&M表示，作为进一步扩大品牌在中国零售业务版图的关键步骤之一，此举是品牌全渠道战略的重要组成部分。

05|H&M enters Pinduoduo

H&M recently announced that it has officially entered the e-commerce platform Pinduoduo and opened the official flagship store. H&M said the move is one of the key steps to further expand its retail footprint in China, and an important part of the brand's omnichannel strategy.

PART.03

行业资讯 Industrial News

01|Interbrand 2024全球百强品牌榜

日前，国际品牌战略咨询公司Interbrand发布2024年全球最佳品牌排行榜（Best Global Brands 2024）及分析报告。上榜的中国品牌有两家：小米和华为。小米以80亿美元（+10%）的品牌价值排名第87名；华为以68亿美元（+4%）的品牌价值排名第93名。Apple 稳居榜单第一，但品牌价值20多年来首次下滑（-3%）。

01|Interbrand Best Global Brands 2024

Interbrand, an international brand strategy consulting firm, recently released its Best Global Brands 2024 ranking and analysis report. There are two Chinese brands on the list: Xiaomi and Huawei.

Xiaomi ranked 87th with brand value of $8 billion (+10%); Huawei ranked 93rd with a brand value of $6.8 billion (+4%). Apple held on to the top spot, but its brand value declined for the first time in more than 20 years (-3%).

02|奢侈品牌抢夺超高净值消费者

根据环球蓝联Global Blue与奢侈品咨询公司Agility Research最新发布的报告，2023年9月至2024年8月期间，超高净值消费者的人均消费额高达13.7万欧元，比2019年增长了26%。

根据贝恩公司与意大利奢侈品制造商行业协会Altagamma联合发布的报告，目前全球奢侈品消费者有4亿，其中VIC客户占比不到1%，却贡献了高达30%的奢侈品牌收入。

02|Luxury brands snatch ultra-high net worth consumers

According to a new report released by Global Blue and luxury consultancy Agility Research, UHNW consumers spent €137,000 per person between September 2023 and August 2024, a 26% increase over 2019.

According to a report jointly released by Bain&Company and Altagamma, there are currently 400 million luxury consumers in the world, of which VIC customers account for less than 1%, but contribute up to 30% of luxury brand revenue.

03|Shein英国去年营收约15.5亿英镑

据Shein英国分公司Shein Distribution UK Ltd向英国公司注册署（Companies House）提交的一份文件显示，该公司去年在英国市场的营收为15.5亿英镑（约合143亿元），较之前16个月期间（从2021年9月6日到2022年底）的营收大涨38%，这一增长也使英国成为继美国和德国之后Shein第三大市场。

03|Shein UK had revenues of about £1.55 billion in 2023

According to a document filed with Companies House by Shein Distribution UK Ltd, the UK branch of Shein, the company's revenue in the UK market last year was £1.55 billion. This is a 38% increase over the previous 16-month period (from 6 September 2021 to the end of 2022), which also makes the UK Shein's third largest market after the US and Germany.

04|Loewe2023年利润增长62.5%

LVMH 集团旗下奢侈品牌Loewe近期发布了最新财报。根据报告，Loewe在2023 财年净利润同比增长62.5%至2.07亿欧元；总营收同比增长近30%至约8.11亿欧元；净销售额同比增长27.5%至7.89亿欧元；营业利润同比增长77%至2.48亿欧元。

04|Loewe profit increased 62.5% in 2023

Loewe, luxury brand owned by LVMH Group, recently released its latest financial results. According to the report, Loewe's net profit in the 2023 fiscal year increased by 62.5% y-o-y to €207 million; Total revenue increased nearly 30% y-o-y to approximately €811 million; Net sales increased 27.5% to €789 million. Operating profit rose 77% to €248 million.

05|分析称伦敦奢侈品零售商积极性下降

根据Walpole最新发布的2024年伦敦奢侈品现状报告，英国奢侈品零售商的积极性从去年的71%缩减至今年的53%，主要受宏观经济的不确定性、全球奢侈品市场低迷以及游客免税政策取消等因素影响，但66%的受访者仍保持乐观态度。

05|Analysts say luxury retailers in London are less active

According to London Luxury report 2024 released by Walpole, the enthusiasm of luxury retailers in the UK shrank from 71% last year to 53% this year, mainly due to macroeconomic uncertainty, the downturn in the global luxury market and the abolition of tourist duty-free policy. While 66% remain optimistic.

PART.04

投融资

Investment and Financing

01|波司登将投资奢侈外套品牌Moose Knuckles

波司登日前宣布携手凯辉基金对全球奢侈外套品牌Moose Knuckles进行新一轮战略投资。波司登将成为Moose Knuckles的关键投资者，而凯辉基金仍是Moose Knuckles的控股股东。

据悉，Moose Knuckles总部位于蒙特利尔，正在全球30多个国家逐步扩大其零售版图，已在中国、北美和欧洲开设了36家门店。

01|Bosideng will invest in luxury outerwear brand Moose Knuckles

Bosideng recently announced a new round of strategic investment in global luxury outerwear brand Moose Knuckles, together with Cathay Capital. Bosideng will become a key investor in Moose Knuckles, while Cathay Capital will remain the controlling shareholder.

Moose Knuckles is based in Montreal and is currently expanding market in more than 30 countries, with 36 stores in China, North America and Europe.

02|Mytheresa斥资5.55亿欧元收购YNAP

德国奢侈电商平台Mytheresa宣布从历峰集团手中收购Yoox Net-A-Porter (YNAP) 全部股权。根据收购协议，历峰集团将以5.55亿欧元且不叠加债务的形式出售YNAP。此外，历峰集团未来还将提供为期六年且累计1亿欧元的信贷资金来满足YNAP的一般性业务开支。

02|Mytheresa acquires YNAP for €555 million

German luxury e-commerce platform Mytheresa has announced the acquisition of the entire stake in YNAP from Richemont. Under the terms of the acquisition agreement, Richemont will sell YNAP for €555 million with no additional debt.

In addition, the Richemont Group will provide a credit facility of €100 million for a period of six years to meet YNAP's general operating expenses.

03|LVMH宣布出售Off-White

近期，法国奢侈品巨头LVMH集团宣布出售高端设计师潮牌Off-White。此次交易的买家为品牌管理公司Bluestar Alliance，具体交易条款暂未透露。

03|LVMH announced the sale of Off-White

Recently, the French luxury goods giant LVMH Group announced the sale of Off-White, a high-end designer fashion brand. Terms of the transaction, to Bluestar Alliance, a brand management company, were not disclosed.

素材来源官方媒体/网络新闻