Core Insights - The 2025 China Fashion Retail and Consumption Development Summit was held in Nanjing, focusing on "Intelligent Chain Fashion New Ecology, AI Driven New Momentum" [1] - Keynote speaker Zhou Qian from KPMG shared insights on new consumption trends, policy benefits, and capital empowerment in the retail sector [1] Group 1: Macro Overview and Sub-industry Trends - In 2025, China's economy is showing a stable start, with policies promoting a continuous recovery in consumption, characterized by timely, pragmatic, and flexible measures [3] - Zhou Qian analyzed trends in sub-industries such as luxury and fashion, health and beauty, and food and beverages [3] Group 2: Yangtze River Delta Consumption Promotion Policies - The consumption policies in the Yangtze River Delta are transitioning from short-term stimulus to institutional innovation, creating a multi-layered and differentiated policy matrix [4] - The region combines central policy guidance with local innovative practices for a comprehensive implementation approach [4] Group 3: Insights on Chinese Enterprises Going Global Amid Global Tariff Storm - Zhou Qian provided insights on the impact of international conditions on Chinese enterprises going global, noting that labor-intensive products are the most affected [5] - Strategies for short-term and medium-term responses, as well as trends in overseas mergers and acquisitions, were discussed to provide new ideas for industry representatives [5] Group 4: Capital Market Overview - In Q1 2025, the global IPO market cautiously started amid pressures from trade tariffs, interest rate uncertainties, and geopolitical conflicts [6] - The Hong Kong market benefited from optimized listing approval processes and increased mainland enterprises listing, with consumer goods leading in both the number of listings and fundraising amounts [6] - KPMG continues to focus on retail and consumer goods industry trends, aiming to explore new opportunities and promote high-quality development in the sector [6]
智链时尚 AI赋能｜毕马威受邀出席2025中国时尚零售与消费发展峰会
Sou Hu Cai Jing·2025-06-25 08:52