新华社伦敦4月18日电 专访：中国消费需求有力推动全球消费模式创新——访英国博柏利大中华 区总裁张允馨 新华社记者赵修知 "从长期来看，中国将是高端行业的增长引擎，也将继续在全球消费中扮演重要角色。"博柏利大中 华区总裁张允馨日前在接受新华社书面专访时表示，中国消费者对高品质服务的追求不仅带动本土市场 升级，也为全球消费模式创新提供重要动力。 第五届中国国际消费品博览会13日至18日在海南举办。作为本届消博会主宾国英国的重要参展方， 英国奢侈品牌博柏利连续第五年亮相消博会。 张允馨表示，当前，中国消费市场凭借其庞大的规模和领先的数字化模式，在全球经济格局中占据 着举足轻重的地位。 "在高端消费领域，中国消费者对品牌内涵和产品品质的要求不断提高，一定程度上引领了全球高 端消费的潮流和理念。"张允馨说，中国消费者不断增强的文化自信，也进一步要求跨国品牌与本土文 化深度对话，在产品中展现对中国文化的深刻理解。 张允馨表示，随着中国经济发展、消费市场升级以及政策环境优化，中国有望在全球奢侈品消费增 长中持续保持较强影响力。博柏利对中国经济的基本面和强大韧性充满信心。 张允馨表示，博柏利连续五年参加消博会，见证了消博会 ...

| 名称 = | 代码 : | 最新价 | 开营 | 高 | | 涨跌额 = | 涨跌幅 ÷ | | --- | --- | --- | --- | --- | --- | --- | --- | | 器 Burberry（博柏利） | BRBY | 661.0 | 715.0 | 741.8 | 657.6 | +33.2 | +5.29% | | * 历峰集团 | CFR | 135.75 | 148.30 | 148.30 | 134.60 | +6.70 | +5.19% | | 路易威登 | LVMH | 524.20 | 547.40 | 548.00 | 520.40 | +25.80 | +5.18% | | Hugo Boss AG | BOSSn | 33.220 | 35.000 | 35.140 | 32.860 | +1.320 | +4.14% | | + Swatch Group | UHR | 131.20 | 142.00 | 142.00 | 130.95 | +4.75 | +3.76% | | 欧莱雅 | OREP | 347.05 | 345.80 | 358.85 ...

Core Viewpoint - Burberry Group PLC (BURBY) has experienced a bearish trend, losing 13.5% in the past week, but the formation of a hammer chart pattern suggests a potential trend reversal as buying interest may be increasing [1][2]. Technical Analysis - The hammer chart pattern indicates a possible bottoming out, with reduced selling pressure, suggesting that bulls may be gaining control [2][4]. - A hammer pattern forms when there is a small candle body with a long lower wick, indicating that despite a downtrend, buying interest emerges at lower prices [3][4]. - The occurrence of a hammer pattern at the bottom of a downtrend signals that bears may be losing control, which could lead to a trend reversal [4]. Fundamental Analysis - There has been a positive trend in earnings estimate revisions for BURBY, which is a bullish indicator, as it typically correlates with price appreciation [6]. - Over the last 30 days, the consensus EPS estimate for BURBY has increased by 8.1%, indicating that analysts expect better earnings than previously predicted [7]. - BURBY holds a Zacks Rank of 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks, suggesting strong potential for outperformance in the market [8].

KEY TAKEAWAYSBurberry shares in London trading surged after the luxury group posted better-than-expected sales over the third quarter, raising investor hopes that the sector is on the path to recovery.The British company is in the midst of a turnaround to focus on its core products like scarves and trenchcoats.Burberry posted a 4% comparable store sales drop, beating analysts' estimates. Burberry (BRBY) shares in London trading surged after the luxury group posted better-than-expected sales over the third q ...

Core Insights - The individual has a strong interest in financial markets, particularly in fundamental analysis, which evaluates actual company performance rather than stock price movements [1] - The focus is primarily on long-term investments in stocks and ETFs, with a preference for US companies, while also analyzing European and Chinese firms [1] - The banking sector is highlighted as a key area of interest, viewed as essential for understanding economic health [1] Investment Approach - The investment strategy is characterized by a contrarian view, indicating a willingness to go against prevailing market trends [1] - A long-term investment horizon is emphasized, reflecting a strategic approach to capital allocation [1] Sector Focus - The banking sector is identified as fundamental for economic analysis, suggesting a belief in its importance for broader economic indicators [1] - There is an interest in macroeconomics, indicating a holistic view of market dynamics and economic conditions [1]

Group 1 - Burberry reported a smaller-than-expected decline in sales for the fiscal third quarter, with comparable sales down 4%, compared to analysts' expectations of a 12% decrease [1] - CEO Joshua Schulman announced urgent plans to "course correct" the brand after a period of underperformance, which has led to increased investor confidence and a rise in Burberry's stock price to an all-time high [2] - The company experienced a 20% contraction in sales for the first half ending September 28, 2024, marking the second consecutive quarter of declining sales [3] Group 2 - Schulman, who joined Burberry in July from Michael Kors, is the fourth CEO in the last decade, indicating ongoing leadership changes within the company [3]

Core Insights - The pandemic's aftershocks continue to impact global political and economic conditions, although they are now significantly smaller than before [1] Group 1 - The pandemic began five years ago, and its effects are still being felt worldwide [1] - Current aftershocks are less severe compared to the initial impact of the pandemic [1]

Group 1 - The primary goal of Investors Edge is to outperform the market over the long term by identifying sectors and companies with consistent growth potential [1] - John Choong, as the Head of Markets and Research, utilizes comprehensive macroeconomic analysis and detail-oriented analysis to provide actionable insights and strong-performing share tips [1] - John Choong is currently ranked the number one analyst in the UK according to Stockomendation, a stock tip-recommendation website [1]

Group 1 - Burberry Group plc has experienced a lackluster performance in the stock market for 2024 but has shown significant improvements recently [1] Group 2 - The company is recognized for its luxury trench coat brand, indicating a strong brand identity in the fashion industry [1]

Core Viewpoint - Burberry is implementing a strategic overhaul called "Burberry Forward" to reconnect with its heritage designs and improve sales, which have been declining [2][4]. Group 1: Strategic Overhaul - The "Burberry Forward" plan aims to refocus on staple products like coats and scarves while taking a more disciplined approach to product selection [2]. - The announcement led to a significant stock price increase, with shares jumping over 22%, marking the largest intraday gain in the company's history [2]. - Burberry's stock is down approximately 39% year-to-date, indicating ongoing challenges prior to the announcement [2]. Group 2: Leadership and Vision - The overhaul is part of new CEO Joshua Schulman's vision, who emphasizes the need to stabilize the business and return to sustainable growth [4][5]. - Schulman noted that the brand had strayed from its core products, which has distanced it from consumers [4]. - Analysts view this strategic shift as a potential turning point for Burberry, with expectations for improved performance [3][6]. Group 3: Market Context - The luxury sector is experiencing a slowdown, with the personal luxury goods market projected to contract by 2% this year [6]. - Analysts have pointed out that Burberry's struggles are partly due to inherent failings within the company, despite efforts from previous CEOs to revive the brand [6]. Group 4: Analyst Insights - Analysts have expressed optimism about the focus on heritage and outerwear, suggesting it offers authenticity in a less competitive category [7]. - Expectations for significant changes in product design, pricing, and communication have been highlighted, while maintaining the brand's luxury positioning [8]. - The success of the new strategy will depend on Schulman's ability to align his vision with the creative direction of the company's designers [10][11].