进入中国市场28年来，阿迪达斯始终秉持着"在中国，为中国"的理念。通过与中国本土设计师的合作， 持续加码"中国创造"。此前与陈冠希、张鼎昀、周睿等中国设计师的合作均有不错的市场反响。除此之 外，阿迪达斯在中国设立上海创意中心，组建了由35人核心设计团队领衔、超100名创意人才构成的本 土化设计矩阵。据悉，在中国市场销售的阿迪达斯产品，超一半为中国设计。 通过这些举措，阿迪达斯强化了品牌对市场需求的快速响应能力，更彰显了对中国消费者审美与价值观 的尊重。此次阿迪达斯与胡颖琪（Caroline Hu）的再度合作，正是阿迪达斯"中国创造"实力与本土设计 力量的双重见证，也为运动时尚领域带来了新的活力与可能。 此次合作延续了双方2024春夏系列的设计灵感，并进行了材质创新与色彩碰撞。本次焕新系列以褶皱缎 面覆盖Samba经典鞋身，搭配皮革材质的三条纹标志，让T头鞋有了女性独有的柔美与气质。值得一提 的是，每双鞋履的褶皱缎面需经匠人长达12小时的手工定型，鞋舌内衬处还特别缝制可拆卸的Caroline Hu手写标签。新系列共有金属银、雅致红、深邃蓝三款配色，满足不同风格穿搭需求。 作为中国当下新锐青年时装设计师，胡颖琪（ ...

等待和希望，不仅是人类最大的智慧，也是体育选秀之所以迷人的本质。 不久前，2025年NFL选秀大会落幕，卡姆·沃德当选状元，社媒话题度最高的「二刀流」特拉维斯·亨特，在第二顺位被美洲虎签走。最大的冷门，则要属 亨特在大学时的四分卫队友——谢都尔·桑德斯，行情一落千丈，从预期的前两轮落到了第五轮144顺位才被叫出名字。 但作为一个平均收视率超过1360万的体育生「校招」，NFL选秀大会不仅是大学生实现梦想、进入职业赛事的大门，也是各大品牌最看重的营销场合之 一。 选秀大会开始前几天，各大体育品牌开始了朴素的商战，竞相官宣参选的选手阵容——其中签约数量最多的是adidas和Nike，前者签约数量达到了12位， 包括榜眼亨特、探花阿卜杜勒·卡特等；后者更是多达17位，最大牌的当属谢都尔·桑德斯和阿仕顿·詹蒂。 为了进一步制造声势，adidas发布了创意短片，用机场的航班抵达信息屏幕，模拟球员加入球队的航班依次抵达；Nike则是延续了他们最拿手的文案式营 销，以「现在错过我，以后恐惧我」的文案来输出情绪。 这也是两家一贯的风格和传播策略差异：adidas更侧重制造故事感和创意整活，Nike则看重对情绪的精准把控和输出 ...

Group 1 - The article focuses on the Asia Value & Moat Stocks research service, which targets value investors looking for Asia-listed stocks with significant discrepancies between price and intrinsic value [1] - The service emphasizes deep value balance sheet bargains, such as net cash stocks and low price-to-book (P/B) stocks, as well as wide moat stocks that represent high-quality businesses [1] - The author provides a range of watch lists with monthly updates, particularly concentrating on investment opportunities in the Hong Kong market [1]

Group 1 - The U.S. tariff policy has led to significant price increases in consumer goods, with a 53% rise in the price of shoes, from $150 to $230, due to the tariffs imposed [1][2] - The apparel industry is heavily reliant on imports, with 98% of clothing items imported, and the tariff policy is projected to increase clothing prices by 65% and shoe prices by up to 87% over the next year [2][3] - Basic clothing items, such as T-shirts and underwear, are expected to face the most severe impact from tariffs, as they are frequently imported and have low profit margins, which will lead to higher prices for low-income households [2][3] Group 2 - A letter signed by 76 shoe brands, including Nike and Adidas, has been sent to the White House requesting exemptions from the tariffs, citing that many companies producing affordable footwear cannot bear the high tariffs and may face closure [3] - The pharmaceutical sector is also affected, with an estimated increase of $51 billion in import costs due to tariffs, leading to a projected 12.9% rise in drug prices for consumers [3] - The tariffs are expected to reduce the competitiveness of the U.S. pharmaceutical industry, increasing production costs by 4.1% and potentially leading to job losses in the sector [3] Group 3 - Economic experts indicate that the damage from the tariff policy may already be done, with significant impacts expected to manifest by the end of May, particularly affecting low-income Americans who will spend a larger portion of their income on goods [4]

Group 1: Footwear Industry - The American Footwear Distributors and Retailers Association has requested the White House to exempt the footwear industry from the "reciprocal tariffs," stating that these tariffs pose a "survival threat" to the industry [1] - A letter signed by 76 footwear brands, including Nike, Adidas, Skechers, and Under Armour, indicates that many companies producing affordable footwear cannot bear the high tariffs and cannot pass on these costs to consumers [1] - The CEO of the association noted that the price of a $150 sneaker has increased to $230 due to tariffs, representing an $80 increase or a 53% rise [1][2] Group 2: Hair Care Industry - The U.S. tariff policy is causing significant price increases for many hair care products, leading to concerns among small business owners and consumers about rising costs [3] - In Los Angeles, a major center for the hair care industry, local businesses are feeling the impact of the tariff policy, with worries about increased prices for hair services [3] - A hair salon owner in Colorado mentioned that the tariff policy is affecting supply chains, and a hairstylist expressed concerns about having to pass on increased costs to customers [6]

Core Viewpoint - The Footwear Distributors and Retailers of America is requesting a tariff exemption from President Trump, citing the tariffs as an "existential threat" to the footwear industry, with 76 brands including Nike and Adidas signing the letter [1][2]. Industry Impact - Many companies producing affordable footwear for lower and middle-income families are unable to absorb high tariff rates or pass costs to consumers, risking business closures and low inventory for U.S. consumers [2]. - The footwear industry is already facing significant duties on products like children's shoes, with tariffs expected to range from 150% to about 220% for U.S. footwear companies [5]. Tariff Details - Trump's tariffs, announced on April 2, included high levies on key footwear supplier countries such as China, Vietnam, and Cambodia, with effective rates of 145% on Chinese imports and initial rates of over 45% for Vietnam and Cambodia reduced to 10% for a limited period [3]. - The higher tariffs on various trade partners are set to resume in early July, exacerbating the situation for the footwear industry [3]. Business Sentiment - Adidas has warned that tariffs will lead to increased prices for American consumers, while Nike's finance chief indicated that global levies and economic uncertainty would negatively impact current-quarter sales [4]. - The footwear association emphasized the urgency of the situation, stating that the industry cannot afford months to adjust to the new tariff regime, which undermines the certainty needed for investment in sourcing changes [6].

Core Viewpoint - The article discusses the rise of modern training shoes, particularly the German Army Trainer (德训鞋), highlighting their dual appeal in both fitness and fashion markets, and their evolution from military origins to trendy footwear [4][15][22]. Group 1: Market Trends - Modern training shoes are gaining popularity among both office workers seeking comfort and fitness enthusiasts prioritizing functionality [4]. - The sales trend of training shoes is increasing, driven by their stylish design and versatility for both casual wear and workouts [5][7]. - The emergence of various brands reinterpreting the traditional training shoe has created a "despise chain" in the market, where certain high-end brands are favored over others [7][9]. Group 2: Historical Background - The German Army Trainer was first produced in the 1930s for soldiers, with its design attributed to the Dassler brothers, who later founded Adidas and Puma [15][16]. - The shoe gained fame when worn by Jesse Owens during the 1936 Olympics, marking its significance in sports history [15]. - Post-World War II, the shoe transitioned into the vintage market, becoming popular in Europe due to its durability and unique design [16]. Group 3: Product Features - Modern training shoes retain the hard sole characteristic, providing necessary support for weight training and preventing injuries [11][35]. - They are designed to be versatile, suitable for various sports activities, including running and jumping, while ensuring comfort and stability [30][33]. - The shoes are made with high-quality materials, such as suede and leather, ensuring breathability and durability [28][35]. Group 4: Brand Landscape - A wide range of brands offers training shoes at different price points, from affordable options like Li Ning and Feiyue to high-end brands like Maison Margiela and Dior Homme [43][40]. - The market includes both international brands and emerging domestic brands, catering to diverse consumer preferences [21][38]. - The article emphasizes that there is no "despise chain" in training shoes; various brands meet different consumer needs and price ranges [41].

自4月美国政府"对等关税"启动以来，多个跨国集团对此表示谴责，与此同时，美关税政策也正在重创美国多个行业，美国消费者正为贸易战付出沉重代 价。 4月29日，德国体育用品制造商阿迪达斯表示，特朗普政府关税政策将导致其美国市场全线产品价格上涨。 阿迪达斯全球首席执行官比约恩·古尔登指出，他们目前在美国本土几乎不具备任何生产能力，且产品主要产地集中于亚洲国家，因此预计新增关税将导致 阿迪达斯在美市场的所有产品成本上升。 在"控诉"美国关税的当日，阿迪达斯也发布了2025年第一季度财报，财报显示，今年第一季度，阿迪达斯全球营收61.53亿欧元，较上年同期增长13%。值得 关注的是，在全球业绩增长超预期的同时，作为阿迪达斯重要的战略市场之一，大中华区业绩再次实现双位数增长。今年第一季度，大中华区实现营收 10.29亿欧元，同比增长13%。 "尽管公司今年第一季度业绩强劲，但来自美方关税政策的不确定性正在对公司决策造成直接影响。"古尔登表示，"在一个'正常的世界'里，我们本可以上调 全年营收和经营利润预期。然而，当前美方关税的不确定性使我们无法做出这一决定。" 编辑：邬嘉宏 记者获悉，尽管该跨国企业已将中国境内生产并出口 ...

Add sneakers to the growing list of things that tariffs will make more expensive. Adidas warned Tuesday that President Donald Trump's sweeping tariffs could drive up the costs of all its products in the US, as the company remains reliant on imports to stock American shelves."Since we currently cannot produce almost any of our products in the US, these higher tariffs will eventually cause higher costs for all our products for the US market," CEO Bjørn Gulden said. The warning came alongside Adidas's first- ...

Market Performance - The three major U.S. indices rose, with the Dow Jones and S&P 500 increasing for the sixth consecutive day, closing at 40,527.62 points (up 0.75%) and 5,560.83 points (up 0.58%) respectively [1] - European markets showed mixed results, with Germany's DAX30 up 0.72% and France's CAC40 down 0.24% [1] Economic Indicators - The U.S. consumer confidence index fell to 86.0, the lowest level since May 2020, reflecting growing concerns over tariffs and economic outlook [4] - Job vacancies in the U.S. dropped to the lowest level since September of the previous year, indicating weakened labor demand amid economic uncertainty [5] Corporate Developments - UPS announced a significant layoff of approximately 20,000 employees, marking it as the first major U.S. company to implement large-scale layoffs due to the impact of tariff-related trade slowdowns [9] - Adidas' CEO expressed that U.S. tariff policies are creating uncertainty, affecting the company's ability to adjust revenue and profit forecasts [10] - Walmart decided against disclosing tariff-related costs on product pricing to avoid aggravating the Trump administration, while striving to keep product prices low [10][11] Industry Investments - The U.S. battery industry plans to invest $100 billion over the next decade to establish a fully domestic supply chain, which is expected to create 350,000 jobs [6]