Industry Trends - The 2024 fashion trends for apparel, footwear, and bags include outdoor activities, Chinese-style clothing, minimalist classics, antibacterial comfort, and casual sports styles [2] - Outdoor activities have driven demand for multifunctional clothing, while Chinese-style clothing has gained popularity with over 19.2 billion views on Douyin [2] - Consumers prefer products priced under 50 yuan but are gradually accepting mid-range priced items [2] - Brands like Woodpecker and Caoben Chuse have successfully boosted sales by showcasing product features and usage scenarios [2] Luxury Brands and Airport Retail - Airports have become a key sales channel for luxury brands, with airport luxury stores growing by 11% from 2018 to 2019 despite only accounting for 6% of the total market share [3] - Brands like Louis Vuitton have opened flagship stores in airports, such as Shanghai Hongqiao Airport, which has been dubbed the "Luxury Avenue" [3] - The recovery of international travel has led to more luxury brands entering airport retail spaces [3] Counter-Seasonal Sales and Brand Strategies - Brands like Bosideng are leveraging counter-seasonal sales by promoting winter clothing in summer through platforms like Douyin, emphasizing fashion, practicality, and discounts [4] - Counter-seasonal sales help brands alleviate inventory pressure, extend product life cycles, and test new products early [4] - Influencers play a role in driving sales by creating urgency and quickly explaining product benefits [4] Sun Protection Market and Challenges - The sun protection market is expected to reach 95.8 billion yuan by 2026, driven by social media-induced anxiety about skin whitening and anti-aging [4] - However, market homogenization and high marketing costs have led to low profitability, with some brands having operating profit margins as low as 6% [4] - Brands are emphasizing "black technology" like high UPF values, though UPF50+ is sufficient for daily use [4] Growth of Sportswear Brands - Asics, Adidas, and On Running were the fastest-growing sportswear brands in the first half of 2024, with Asics seeing a 600% increase in transaction volume [6] - Adidas reported global revenue of 11.28 billion euros, a 10% year-on-year increase, with five consecutive quarters of growth in Greater China [6] - On Running's sales grew by 24.4%, with a 73.7% increase in the Asia-Pacific region [6] Fashion Week and Chinese Designers - The 2025 Spring/Summer London Fashion Week will feature 11 Chinese and Chinese-descent designer brands, including Huishan Zhang and MITHRIDATE [7] - Chinese e-commerce platform JD.com will collaborate with brands like Hazzys and Ellassay to host fashion shows during the event [7] Luxury Brand Collaborations and Trends - Loro Piana is embracing collaborations with streetwear brands like Dickies and New Balance to attract younger consumers and expand its market influence [8] - The brand is celebrating its 100th anniversary by exploring new territories and blending luxury with streetwear culture [8] Sneaker Market and Retro Releases - The sneaker market is seeing a resurgence of retro releases, with classic models like the Nike Air Force 1 PlayStation potentially returning [9] - While retro releases can boost short-term sales, they may also lead to consumer fatigue and dilute brand uniqueness [9] Uniqlo's Strategic Adjustments - Uniqlo is expanding its sales channels by joining Taobao's one-hour delivery service and increasing live-streaming efforts to combat declining sales [11] - The brand is also optimizing its store structure by closing underperforming stores and opening larger flagship stores to enhance brand experience [11] Designer Brands and Market Expansion - Australian fashion brand Zimmermann is opening its third store in China, located in Beijing's Sanlitun Taikoo Li, as part of its global expansion strategy [12] - The brand faces challenges in attracting customers in a competitive market dominated by local designers [12] Nike and LEGO Collaboration - Nike and LEGO have announced a multi-year collaboration aimed at combining creative play with sports energy to foster children's creativity and confidence [13] - The partnership will include limited-edition products and community events to promote the concept of creative play [13] Outdoor Brand Expansion in China - Japanese outdoor brand Goldwin has opened its second store in China, located in Chengdu's Taikoo Li, as part of its strategy to deepen its presence in the Chinese market [14] - Despite strong product offerings, the brand faces challenges in building awareness in a competitive high-end outdoor market [14] Sustainable Packaging in Luxury - Five Italian packaging companies have merged to form Mosaiq Group, focusing on sustainable packaging solutions for the luxury industry [15] - The new group is backed by private equity firm Arca Space Capital, which holds a 68% stake in the venture [15] Marketing Campaigns and Brand Growth - LILANZ implemented a series of summer marketing campaigns, including collaborations with "China National Geographic" and participation in the reality show "Call Me by Fire," which boosted brand visibility and sales [17] - The brand's innovative wrinkle-free shirts have been well-received, contributing to improved financial performance [17] Jewelry and Streetwear Collaboration - Chow Sang Sang partnered with streetwear brand Randomevent to launch a limited-edition diamond Charme collection, blending luxury jewelry with urban fashion [18] - The collaboration included a pop-up experience space in Shanghai, showcasing new designs and IP-themed products [18]

i Research 艾 瑞 塔 询 云服务行业动态及热点 研究月报-2024 年 8 月 ©2024.9 iResearch Inc. 本月摘要 1 1 综合摘要 本报告长期监测数据中心、基础云、SaaS、行业云等赛道动态，基于对 2024 年 8 月各 行业的观察，得出以下观点： 在政策新闻梳理中，本月政策的关注点包括：1）加强对数据中心绿色用水用电的管控； 2）推动元宇宙、物联网等新兴科技产业的发展，并给予标准引导、支持示范企业建设等鼓 励措施。 在重点新闻扫描上，在数据中心建设领域，扩容步伐持续前行，"绿色"和"智算"成为本 月数据中心发展的关键词，一批智算中心相继投入使用，另有若干智算中心达成合作协议。 在 IaaS、PaaS 和 SaaS 领域，除往常的生态合作、产品迭代等新闻外，Agent 状态仍较为 活跃，在 Agent 产品模式较为定型的背景下，本月多个深度结合场景的 Agent 应用发布。 此外，多家厂商发布半年报或第二季度季报，整体表现出正向增长趋势，并且盈利能力呈现 出一定程度的上升势态。 本月国内外头部厂商的动态中，AI 动态竞争激烈，AI 的竞争热点正逐渐从单一的技术 突破转向多维 ...

Digital 1 瑞 美妆行业 周度市场观察 2024/8.19-8.25 第 35 周 行业环境 头部品牌动态 投资运营 产品技术 营销活动 01 行业趋势 Industry Trends 本周看点： | --- | --- | |--------------------------------------------|-------| | | | | | | | 市场井喷，香水市场的破圈密码有哪些？ | | | | | | 人群回流/价值进阶，淘天领跑美妆新生态 ; | | | 从赛场到美妆，奥运健儿成为行走的"种草机"。 | | 行业环境： 1. 市场井喷，香水市场的破圈密码有哪些？ 关键词：嗅觉经济,香水市场,全球化扩张,高端香水,全渠道布局 概要："嗅觉经济"的崛起推动了全球香水市场的快速增长，市场规模从2018年的5907亿元增至 2023年的7096亿元，并预计2024年达到7542亿元。2023年7月是行业转折点，出现重大变动 如Tom Ford香水涨价和品牌高层调整等。市场呈现高端与大众产品共存的趋势，其中10至99 元价格段受主流消费者青睐。为满足个性化需求，部分品牌推出DIY香水服务。 ...

/Digital 1 Castill 瑞 第 35 周 2024/8.19-8.25 酒行业 周度市场观察 行业环境 头部品牌动态 投资运营 产品技术 营销活动 01 行业趋势 Industry Trends | --- | |-------------------------------------------------------------------------------------------------------------------------------------------------------| | | | 本周看点： | | 精酿啤酒配烧烤解锁夏日休闲新风尚； 深耕高端餐饮渠道，内参酒释放场景、圈层共振的价值"引力波"； 清香型白酒逆势增长，被视为"最好赛道" 能否复制"酱酒热"？ | 行业环境： 1. 深耕高端餐饮渠道，内参酒释放场景、圈层共振的价值"引力波" 关键词：高端白酒,美食搭配,营销样本,双节活动,品牌价值 概要：内参酒正通过创新的美酒与美食搭配策略来贴近消费者并探索新的市场需求。近期，内 参酒联合了全国500多家星级酒店和热门餐厅推出了"中秋团圆 礼遇内参——集 ...

1 /Digital 瑞 食品饮料行业 周度市场观察 第 35 周 2024/8.19-8.25 行业环境 头部品牌动态 投资运营 产品技术 营销活动 01 行业趋势 Industry Trends 本周看点： | --- | --- | |----------------------------------------------------------------------------------------------------------------|-------| | | | | 这个夏天，饮料为何集体变"大"; 万亿规模的新渠道，百事、三得利、费列罗们都盯上了; "中药餐饮"是真养生还是智商税？ | | 行业环境： 1. 万亿规模的新渠道，百事、三得利、费列罗们都盯上了 关键词：即时零售,数字化分销,市场需求,零售业态,食品饮料 概要：本文探讨了即时零售作为一种新兴零售业态，如何为食品饮料行业带来新增长机会。青 岛啤酒、百事食品等行业领导者分享了即时零售渠道的价值，指出该渠道近五年的复合增长率 超过20%，并预计到2030年市场规模将达到3.6万亿元。文章提到，即时零售不仅能满足消费者 对" ...

i Research 发 瑞 智 中国移动互联网流量半年报告 2024H1 ©2024 iResearch Inc. DESCRIPTION 研究范围 研究范围 及数据说明 1. 研究对象： - 中国移动互联网网民、智能大屏用户 2. 研究范围： - 中国移动互联网网民APP使用行为、智能大屏用户观看/使用情况 数据说明 1. 数据来源： - 艾瑞咨询UserTracker 多平台网民行为监测数据库（桌面及智能终端） - 行业调研 2. 数据统计时间： - 2020年1月-2024年6月 2 CONTENTS 目 录 01 2024H1中国移动互联网发展总览 Overview 02 2024H1重点细分行业详情 Segmentation 03 2024H1中国移动互联网价值榜 List 3 核心发现 01 用户变化 ✓ 移动互联网上半年流量小幅增长，中年和下沉市场用户是主要驱动力：2024H1，中国移动互联网月 独立设备数均值达14.06亿台，同比增速破1%，其中36-45岁和四线及以下城市活跃用户增长更为显 著,增速明显高于整体。 ✓ 用户粘性整体仍呈下滑态势：1-6月，移动互联网用户人均单日使用时长为27 ...

Investment Rating - The report does not explicitly provide an investment rating for the medical weight loss industry. Core Insights - The medical weight loss industry in China is experiencing significant growth due to increasing public awareness of obesity and related health risks, with nearly 50% of the population facing overweight or obesity issues [2][7][13]. - The report highlights three primary models within the medical weight loss industry: medication, surgical procedures, and management services, with a focus on personalized and scientific management solutions [3][12]. - The report anticipates a golden period for the medical weight loss management sector, driven by supportive policies and the demand for scientific weight management services [4]. Summary by Sections 1. Industry Overview - The medical weight loss industry is a crucial part of health management solutions, with a strong push from government initiatives like the "Weight Management Year" program [3][13]. - The report emphasizes the need for effective long-term weight management solutions as public discussions around weight loss have surged [3]. 2. User Insights - A survey of 2005 individuals who attempted weight loss in the past year reveals that the majority are women aged 26-40, with a significant portion believing that weight loss should start between the ages of 25-29 [22][25]. - The survey indicates that nearly 70% of respondents who do not consider themselves overweight still perceive themselves as "fat," highlighting a societal need for better education on healthy weight management [37]. 3. Market Development - The report identifies three main models in the medical weight loss industry: medication, surgical procedures, and management services, each with distinct advantages and challenges [12][18]. - The industry is evolving with increasing regulatory support, such as the approval of new medications and the establishment of clinic registration systems [13][14]. 4. Development Trends - The report forecasts a robust growth trajectory for the medical weight loss industry, driven by rising public demand and supportive government policies [4][16]. - The increasing prevalence of obesity-related health issues is expected to further fuel the market for medical weight loss solutions [2][7].

瑞 1 第 33 周 2024/8.5-8.11 跨境出海 周度市场观察 行业环境 头部品牌动态 投资运营 产品技术 营销活动 01 行业趋势 Industry Trends 本周看点： | --- | --- | |--------------------------------------|-------| | | | | 中企出海中东欧的政治与政策风险评估； | | | 三蹦子出海狂赚，这波富贵被谁接住了？ | | | 欧洲AI法案对国内企业出海影响分析。 | | 行业环境： 1. 中企出海中东欧的政治与政策风险评估 关键词：中国企业出海,中东欧,欧盟,去风险,汽车行业 概要：近年来，中国企业出海中东欧势头强劲，但欧盟对华"去风险"的推进引发了市场担忧。 我们认为，中企出海中东欧符合欧盟追求贸易平衡、增强产业链韧性及促进产业发展等核心诉 求，加之成员国仍有一定自主决策空间，因此欧盟的"去风险"措施难以从根本上影响中企出 海。具体到国家层面，匈牙利和塞尔维亚与中国的关系有望进一步加强，而与波兰的关系则有 待观察。汽车行业作为出海中东欧的代表，特别是在智能化产业链方面的布局有望继续推进。 尽管如此，仍需关注 ...

美妆行业 周度市场观察 行业环境 头部品牌动态 投资运营 产品技术 营销活动 第 33 周 2024/8.5-8.11 01 行业趋势 Industry Trends 本周看点： | --- | |-------------------------------| | 外资美妆再次退潮 | | 美妆企业"生存战"再升级 | | 高端美妆与香水的"冰火两重天"; | 行业环境： 1. 外资美妆再次退潮 谁能"玩明白"中国市场？ 关键词：外资美妆,业绩下滑,国货崛起,市场压力,品牌调整 概要：2024年，外资美妆品牌在中国市场遭遇挑战，国际品牌加速撤离，业绩普遍不佳。这不 仅因为外资品牌自身增长乏力，还与中国本土品牌的崛起有关。国货品牌在电商平台取得显著 增长，并通过创新营销手段获得更多关注。消费者观念变化也是外资品牌业绩下滑的主要原因， 他们更加理性，关注产品的核心成分，导致高价单品吸引力下降。外资品牌通过调整战略、引 入新品等方式自救，而国货品牌则利用社交媒体平台优势，采取多样化营销策略赢得市场份额， 并在产品研发上发力，努力向高端市场迈进。外资品牌在探索新市场时更为谨慎，面临维持高 端形象与拓展下沉市场之间的 ...

第 33 周 2024/8.5-8.11 酒行业 周度市场观察 行业环境 头部品牌动态 投资运营 产品技术 营销活动 01 行业趋势 Industry Trends 本周看点： | --- | |----------------------------------------------| | 缩量的白酒行业，增长的县级市场； | | 咖啡、茶坊、酒馆、烘焙，新茶饮副业起色如何？ | | 白酒旺季不旺，会否成为常态？ | 行业环境： 1. 银行扎进白酒业，贷款卖酒是馅饼还是陷阱？ 关键词：白酒业,金融机构,贷款,资金链,供应链融资 概要：近日，泸州市酒类行业协会获得多家银行总计32亿元的授信，延续了银行业与白酒业的 合作关系。这种合作自2012年左右开始，当时白酒行业受政策和负面事件影响进入调整期，众 多中小酒企面临资金压力。银行通过设立专项信贷服务和供应链融资项目支持白酒企业。近年 来，合作形式更加多样，如"湘酒贷"、"白酒e贷"等产品。同时，大型酒企也开始参与金融 领域，通过参股银行或设立专业支行管理资金，并为下游经销商提供贷款便利。然而，这种模 式可能迫使经销商借贷进货，加剧市场压力，在当前市场调整期尤 ...