涉近6亿商标授权纠纷 南极电商转型难题待解

Core Viewpoint - The ongoing trademark litigation between Nanji E-commerce and Shanghai Xinhengzhao highlights the challenges and risks associated with brand licensing in the apparel industry, as the company shifts from a licensing model to a self-operated and licensed approach amid declining performance [2][3][8]. Group 1: Litigation Details - Shanghai Xinhengzhao initiated a lawsuit against Nanji E-commerce in January 2025, initially claiming 95.25 million yuan, which was later increased to 560 million yuan in January 2026 [3][4]. - Nanji E-commerce counter-sued for 81.69 million yuan due to losses and breach of contract [3][4]. - The disputes arose from multiple breaches by Shanghai Xinhengzhao, including unauthorized sublicensing and failure to pay licensing fees [3][4]. Group 2: Business Model and Financial Performance - Nanji E-commerce has historically relied on brand licensing for revenue, but has begun transitioning to a "self-operated + licensed" model due to declining performance [2][8]. - The company's revenue grew from 521 million yuan in 2016 to 4.172 billion yuan in 2020, but faced a decline to 3.358 billion yuan in 2024, with a net loss of 237 million yuan [8][9]. - In the first half of 2025, revenue decreased by 13.07% to 1.353 billion yuan, with a significant drop in net profit by 82.52% [8][9]. Group 3: Industry Insights - The apparel industry has seen a proliferation of brands, leading to confusion among consumers regarding brand authenticity, particularly with the "Crocodile" brand [5][6]. - Brand licensing is common in the industry, but many companies prioritize short-term profits over long-term brand value, leading to potential legal and operational issues [6][9]. - The transition to a self-operated model is seen as a necessary step for Nanji E-commerce to enhance brand image and product quality, although it presents significant challenges [9][10].