服饰行业周度市场观察第49周

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The report highlights the resurgence of corduroy as a key fashion trend for the 2024 autumn and winter season, with various brands incorporating this material into their collections [4] - The high-end watch and jewelry market is expected to thrive despite a general decline in the luxury goods market, with China projected to become the largest luxury market by 2025 [10] - The report discusses the success of shark pants in the lower-tier market, indicating a shift in consumer preferences towards affordable yet stylish activewear [11] - Harbin is capitalizing on its winter tourism to boost the fashion and warm clothing industry, supported by local government initiatives [12] - The report notes the challenges faced by the women's apparel sector due to high return rates, prompting brands to innovate in inventory management and product offerings [13] Industry Trends - Corduroy has become a focal point in fashion for the 2024 autumn and winter season, with luxury and streetwear brands alike embracing its versatility [4] - The high-end watch sector is expected to see growth, with brands focusing on sustainability and personalization to attract younger consumers [10] - Shark pants have gained popularity, particularly during the Double Eleven shopping festival, indicating a strong demand for affordable activewear [11] - Harbin's winter tourism is driving growth in the warm clothing sector, with local brands integrating cultural elements into their designs [12] - The women's apparel market is under pressure from high return rates, leading to a shift towards functional and innovative product designs [13] Top Brand News - Converse has struggled to capitalize on the retro shoe trend, while brands like Adidas and PUMA have successfully revived vintage styles [17] - The North Face and Timberland have reported strong sales growth in China, driven by the rising popularity of outdoor activities [18] - Bosideng has announced its ESG strategy and carbon neutrality goals, positioning itself as a leader in sustainable practices within the industry [19] - Lao Pu Huang, a high-end gold brand, continues to thrive despite a downturn in the gold market, showcasing the demand for luxury products [19] - Bi Yin Le Fen, a high-end golf apparel brand, reported significant revenue but faced a decline in net profit, indicating potential market challenges [22] Investment Operations - Longfeng Leather has acquired Italian luxury leather manufacturer Ausonia, enhancing its global strategy and production capabilities [28] - Lectra has opened a new factory in Suzhou to strengthen its local production and reduce environmental impact [28] - Dior has established a new industrial department to improve production capabilities and ensure ethical manufacturing practices [29] Product Technology - New thermal underwear technologies are gaining attention, although many claims may be overstated [38] - LILANZ has launched a water-repellent down jacket series, emphasizing originality and cultural resonance in its designs [37] Marketing Activities - Adidas Originals has introduced a new line of retro shoes inspired by 1970s racing styles, aiming to capture the current fashion trend [43] - NBA Atelier has opened its first global store in Beijing, marking a significant step in its market expansion [44] - Adidas Originals collaborated with Edison Chen to launch a collection that explores the relationship between sports and personal discovery [45]