韩束官宣王嘉尔为品牌全球代言人;海关总署称中国潮玩成外贸出口新亮点丨消费早参
Mei Ri Jing Ji Xin Wen·2025-10-13 23:18

Group 1 - Han Shu officially announced Wang Jiaer as the global ambassador, marking his first endorsement for a domestic beauty brand, which aligns with the company's accelerated globalization strategy covering multiple countries [1] - Han Shu's projected revenue for 2024 is 5.591 billion yuan, representing an 80.9% year-on-year increase, with Douyin GMV reaching 6.784 billion yuan, maintaining its position as the top beauty brand [1] - The international celebrity endorsement is expected to enhance Han Shu's premium image and overseas recognition, potentially boosting social media engagement and new product sales [1] Group 2 - Zara plans to open a large flagship store in Shanghai on Huaihai Road, featuring five levels of retail space and incorporating the latest technological innovations for an enhanced consumer experience, set to open in the first half of 2026 [2] - The flagship store's location in a core business district reflects Zara's confidence in attracting high-end consumer traffic in China, which may contribute to Inditex's sales growth in the region [2] - The high rental and renovation costs associated with the flagship store could dilute profit margins if sales do not meet expectations, while the technological experience may strengthen brand loyalty and increase foot traffic in surrounding areas [2] Group 3 - Yonghui Supermarket announced a transformation towards product centralization over the next three years, with plans to create 100 billion-yuan-level products and expand its private label offerings to 500 by 2029 [3] - The company's strategy involves moving away from traditional hypermarket models to focus on quality and low-cost supply chain reforms, aiming to validate the benefits of store renovations in the short term [3] - The success of this transformation will depend on the ability to replicate the "Fat Donglai" model nationwide and the pace of strategic partnerships and SKU expansion, with potential valuation recovery if same-store sales improve [3] Group 4 - The General Administration of Customs highlighted the rise of domestic trendy products as a new highlight in foreign trade exports, with over 50 billion yuan in exports of holiday goods, dolls, and animal-shaped toys in the first three quarters of the year [4] - These products, which have gained global popularity, reflect the influence of traditional Chinese culture and the creativity of foreign trade enterprises, supported by China's manufacturing capabilities [4] - The designation of these trendy products as a "new highlight" is expected to boost market sentiment in the short term, while the long-term outlook depends on the resilience of products with original IP and overseas channels [4]