2026年，钱从哪里来？ 这个问题，是很多人真正最关心的问题。 今天给大家分享5个关键词： 一、价值链出海 2025，大家过得确实不太容易。 摆在众多企业面前的一个重大问题，就叫做 内需不足。 需求不足，市场的容量就有限。 市场的容量有限，企业为了活下去，就只能不断加大竞争力度。 内卷、拼命干、熬夜干，收益还变少，一直卷下去不是办法，那怎么办？ 其中一个答案，或许就是 出海。 今天的出海，相比于之前的出口，发生了很大变化。 举个例子， 名创优品。 它的出海，不仅仅是把产品卖到国外去，还是把从产品到品牌、研发、商业模式，这一整条价值链条，全部搬到海外去。 比如，通过和自己的几千万私域用户高频互动，了解用户想要什么、喜欢什么，从而迅速推行。 又比如，在海外直接开店，不断加深用户认知，打造品牌形象。 二、跟随龙头协同出海 随着价值链出海潮的出现，很多行业龙头开始尝试向外走。 但你要知道，向外走并不是简单的在当地建个厂就完了。 想把出海做好，你可能需要整合一层又一层的供应链体系，与你协同合作。 这一点，在走进中国的特斯拉身上就能看到。 从上海临港出发，方圆300公里，集中了上百家新能源车的上下游企业，包括电机、电池和 ...

普拉达(01913.HK)公告，公司将于2026年3月5日(星期四)举行董事会会议，藉以(其中包括)批准刊发公 司及其附属公司截至2025年12月31日止全年业绩公告，以及考虑派发末期股息建议。 ...

註冊辦事處位於 Via A. Fogazzaro n. 28, Milan, Italy 意大利米蘭蒙扎布里亞納洛迪公司註冊處：編號 10115350158 (根據意大利法律註冊成立的股份有限公司) 於本公告日期，本公司執行董事為 Patrizio BERTELLI 先生、Paolo ZANNONI 先生、 Miuccia PRADA BIANCHI 女士、 Andrea GUERRA 先生、 Andrea BONINI 先生及 Lorenzo BERTELLI 先生；及本公司獨立非執行董事為 Yoël ZAOUI 先生、Ilaria RESTA 女士、 Cristiana RUELLA 女 士 、 Pamela Yvonne CULPEPPER 女士及 Anna Maria RUGARLI 女士。 （股份代號：1913） 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確 性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或 因倚賴該等內容而引致的任何損失承擔任何責任。 承本公司命 PRADA S.p.A. 執行副主席 Paolo Zannoni 先 ...

2026年，钱从哪里来？ 这个问题，是很多人真正最关心的问题。 今天给大家分享5个关键词： 一、价值链出海 2025，大家过得确实不太容易。 摆在众多企业面前的一个重大问题，就叫做 内需不足。 需求不足，市场的容量就有限。 市场的容量有限，企业为了活下去，就只能不断加大竞争力度。 内卷、拼命干、熬夜干，收益还变少，一直卷下去不是办法，那怎么办？ 其中一个答案，或许就是 出海。 今天的出海，相比于之前的出口，发生了很大变化。 举个例子， 名创优品。 它的出海，不仅仅是把产品卖到国外去，还是把从产品到品牌、研发、商业模式，这一整条价值链条，全部搬到海外去。 比如，通过和自己的几千万私域用户高频互动，了解用户想要什么、喜欢什么，从而迅速推行。 又比如，在海外直接开店，不断加深用户认知，打造品牌形象。 二、跟随龙头协同出海 随着价值链出海潮的出现，很多行业龙头开始尝试向外走。 但你要知道，向外走并不是简单的在当地建个厂就完了。 想把出海做好，你可能需要整合一层又一层的供应链体系，与你协同合作。 这一点，在走进中国的特斯拉身上就能看到。 搭上巨轮，就是跨越远洋的一条稳妥途径。 三、找到优势，各自风光 越来越多的人，在出 ...

以下文章来源于i黑马 ，作者江南春 i黑马 . 让创业者不再孤独@i黑马 江南春 分众传媒董事长 黑马导师 整个社会都在喊没钱了，为什么这些公司反而年赚百亿？ 日本"失落 30年的秘密" ， 就在这八个行业里面 。 低欲望社会 ， 不等于没机会。 消费分级 ， 需求迁移 ， 才是最大的商业机遇 。 当人们不买房子，不追奢侈品的时候，钱都流向了哪里？ 第一，二 手经济 日本二手奢侈品市场，以 大黑屋 为代表，收入暴涨。 在中国， 红布林 、 胖虎， 同样业务大涨。 买不起爱马仕、 LV ， 但 抢着买二手。 但在日常消费品领域， 闲鱼 日活破亿， 转转 的 GMV 也大幅飙升。 闲置不是垃圾，是流动的黄金。 第二 ， 宠物经济 年轻人不太生孩子，但可以给猫买高级的罐头。 日本 Inaba 靠猫粮上市，中国乖宝 （ 中宠 ） 股价强劲 。 诚实一口、凯锐思、 疯狂小狗、 伯纳天纯、比瑞吉、 网易严选、 卫仕 等宠物品牌，销量持续攀升。 宠物不仅是主粮零食营养品，以 新瑞鹏 为代表的宠物医院，以 泰 淘气 为 代表 的宠物益生菌 、 保健品 ， 都大幅飙升 。 宠物开支逆势增长， " 毛孩子 " 才是真刚需。 由于 ...

Group 1 - AIA Group (81299), JD Health (86618), and JD Group (89618) have the highest short-selling ratios at 100.00% each [1][2] - Alibaba (09988), Tencent Holdings (00700), and Xiaomi Group (01810) lead in short-selling amounts, with HKD 1.557 billion, HKD 1.404 billion, and HKD 1.183 billion respectively [1][2] - Zhaojin Mining (01818), OSL Group (00863), and Prada (01913) have the highest deviation values at 44.29%, 35.21%, and 34.72% respectively [1][2] Group 2 - The top ten short-selling ratios include AIA Group (81299) at 100.00%, JD Health (86618) at 100.00%, and JD Group (89618) at 100.00% [2] - The top ten short-selling amounts show Alibaba (09988) leading with HKD 1.557 billion, followed by Tencent Holdings (00700) with HKD 1.404 billion [2] - The top ten deviation values highlight Zhaojin Mining (01818) with a deviation of 44.29%, indicating significant short-selling activity compared to its historical average [2][3]

Group 1 - The core viewpoint of the article highlights the high premium pricing of Prada's products, which is attributed to the perceived value rather than the cost, influenced by brand history, fashion impact, and marketing efforts [3] - Prada's recent product offerings include a stainless steel serving spoon available in limited stock at only two locations in China, with additional high-priced items like a cake spatula and serving fork [3] - For the nine months ending September 30, 2025, Prada Group reported a net revenue of €4.07 billion, an increase of 8.9% year-on-year, although retail sales for the Prada brand decreased by 2% at constant exchange rates, while Miu Miu saw a significant revenue increase of 41% [3] Group 2 - Retail sales in the Asia-Pacific region grew by 10.4% year-on-year, with a notable improvement in sales trends in mainland China during the third quarter [4] - The Americas market experienced a growth of 14.8%, continuing to accelerate in the third quarter [4] - The European market saw a growth of 6.3%, with stable local demand, while Japan and the Middle East recorded growth rates of 2.6% and 21.1%, respectively [4]

Group 1 - Prada has launched a stainless steel serving spoon priced at 1200 yuan, which has garnered significant attention [1] - The spoon measures 23.2 cm in length, features a gray-white steel color, and includes the Prada logo [1][5] - The product is noted for its geometric handle design that reflects Prada's iconic triangular logo, combining durability with aesthetic appeal [5] Group 2 - The product is available in limited stock, with only four pieces reported in stores located in Shenzhen and Chengdu [5] - Other similar products launched by Prada include a stainless steel cake server and a serving fork, both priced at 1200 yuan, and a two-piece stainless steel teaspoon set priced at 1750 yuan [5] Group 3 - Analysts suggest that the high pricing of Prada products reflects perceived value rather than production cost, influenced by the brand's history, fashion impact, and marketing efforts [7] - The design of the products is attributed to a renowned design team, integrating classic brand elements into everyday items, thus enhancing their artistic value [7] Group 4 - Prada's financial performance for the nine months ending September 30, 2025, shows a net revenue of 4.07 billion euros, an 8.9% year-on-year increase [7] - Retail sales for the Prada brand decreased by 2% year-on-year, while Miu Miu's revenue surged by 41%, contributing to a 9.3% overall growth in retail sales for the group [7] Group 5 - Retail sales growth by region includes a 10.4% increase in the Asia-Pacific region, a 14.8% increase in the Americas, and a 6.3% increase in Europe, with stable local demand [8] - Notable growth in sales was also recorded in Japan and the Middle East, at 2.6% and 21.1% respectively [8]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | 截至月份: | 2026年1月31日 | | | | 狀態: | 新提交 | | --- | --- | --- | --- | --- | --- | --- | | 致：香港交易及結算所有限公司 | | | | | | | | 公司名稱: | PRADA S.p.A. | | | | | | | 呈交日期: | 2026年2月5日 | | | | | | | I. 法定/註冊股本變動 | | | | | | | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | 於香港聯交所上市 (註1) | 是 | | | 證券代號 (如上市) | 01913 | 說明 | | | | | | | | 法定/註冊股份數目 | | 面值 | | 法定/註冊股本 | | 上月底結存 | 2,558,824,000 | EUR | 0.1 | EUR | 255,882,400 | | --- | --- | --- | --- | --- | --- | | 增加 / 減少 (-) | | | | EUR | | | 本月底結存 ...

Core Insights - The Prada family has maintained a consistent underlying logic across three generations: a vigilance towards short-term trends and a steadfast belief in long-term value [1][26]. Group 1: Historical Context and Brand Evolution - Mario Prada founded a leather goods workshop in Milan in 1913, focusing on practical luxury rather than the prevailing trend of ostentatious design [2][3]. - The brand's initial strategy involved a clear positioning as a "practical luxury" brand, which was a significant departure from the industry norm of ornate designs [3][4]. - The brand faced challenges during the industrial revolution and two world wars, limiting its expansion due to a focus on small-batch, handcrafted production [6]. Group 2: Leadership and Strategic Shifts - Miuccia Prada took over the family business in 1978, shifting the focus from traditional craftsmanship to a more avant-garde and minimalist aesthetic [7][8]. - Miuccia's introduction of the nylon Prada Vela backpack marked a pivotal moment, breaking the luxury mold by offering high-quality products at accessible prices [9][11]. - The establishment of a dual leadership model with Patrizio Bertelli allowed for a balance between creative vision and commercial operations, facilitating the brand's growth [12][14]. Group 3: Market Positioning and Brand Diversification - The launch of the Miu Miu brand in 1992 targeted a younger demographic, effectively capturing a segment of the mid-range luxury market [12][14]. - Strategic acquisitions from 1996 to 1999 expanded Prada's portfolio, enhancing its market presence and product diversity [14]. - The success of the film "The Devil Wears Prada" in 2006 significantly boosted the brand's global image, aligning it with themes of professionalism and independence [15][16]. Group 4: Recent Developments and Challenges - As of 2025, Prada's main brand showed signs of growth fatigue, with revenue growth primarily driven by the Miu Miu brand [16][18]. - The management transition in June 2025 raised concerns about strategic continuity during a critical transformation phase [17][18]. - The acquisition of Versace for €1.25 billion in late 2025 aimed to create a brand matrix that could compete with industry giants like LVMH and Kering [21][23]. Group 5: Future Outlook and Strategic Considerations - The integration of Versace presents both opportunities and risks, particularly regarding brand identity and operational alignment [23][24]. - The success of this acquisition will depend on maintaining a balance between the distinct identities of Prada and Versace while ensuring cohesive brand strategy [24][25]. - The outcome of these strategic moves will be crucial for Prada's positioning in the global luxury market over the next three to five years [25].