谢霖在时尚零售领域展现出卓越的全渠道品牌管理和战略执行能力。她在全球领先的时尚零售集团之一 的爱特思（Inditex）集团有超过15年的领导经验，在大中华区担任过多项重要职位。在加入加拿大鹅之 前，她担任爱特思集团大中华区中南区副总裁兼董事总经理，负责推动战略协同与卓越执行。此前，谢 霖在ZARA大中华区历任管理要职，全面统筹涵盖零售、电商及营销领域的全方位品牌管理。 目前，加拿大鹅在大中华区建立了其全球规模最大的专门店网络，包括超过25家专门店。加拿大鹅持续 推进品牌定位、零售与数字网络及产品矩阵的发展，并稳步落实本土化ESG（环境、社会与治理）计 划。在谢霖的领导下，品牌将通过具有文化相关性的叙事策略与品牌体验，进一步提升市场影响力。 谢霖表示："很荣幸在品牌深耕中国市场的关键阶段加入CanadaGoose加拿大鹅。品牌对精湛工艺、卓越 功能与可持续理念的坚持，与中国消费者产生了强烈共鸣。我期待与团队携手并进，进一步提升品牌在 中国市场的影响力，为实现战略增长开拓新机遇。" （文章来源：证券日报） 此项任命彰显了加拿大鹅自2018年进入中国市场以来持续强化本土领导团队的决心。 6月5日，记者从Canada ...

自1964年开启中国事业以来，日立高新在60年间始终积极服务于中国客户，秉持着In China , For China的战略理念，目前已经在国内设立 了三大工厂，即苏州、大连和上海工厂，负责科学仪器和医用诊断产品的研发及生产制造，是日立全球制造体系中极其重要的主体。 日 立 仪 器 （ 苏 州 ） 有 限 公 司 面对中国市场不断变化的需求，2025年，日立高新的本土化进程继续迎来重大进展，由日立仪器（苏州）有限公司（苏州工厂）生产的钨灯丝 扫描电镜正式落地，这标志着日立高新本土化布局进一步迈向了电子光学领域。 日立钨灯丝扫描电镜一直以成像优异、自动化程度高、质量稳定等特点，深受广大用户认可。此次，国产化钨灯丝扫描电镜将与进口钨灯丝扫 描电镜的性能保持一致，依托日立科学仪器（北京）有限公司成熟的销售和售后服务网络，将为中国用户提供更加优质的服务。践行扎根中 国，同中国用户共同成长的承诺。将来，日立高新会持续推荐本土化战略。 导读： 日立高新技术集团宣布，其苏州工厂生产的钨灯丝扫描电镜正式发布，性能与进口产品一致，将继续深耕中国市场，提供更优质服务。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方" ...

中国消费了全球榴莲出口的95% 但它在中国的高昂售价，也并非完全由嗜好推动——生长娇贵，运输讲究，采摘、搬运、包装、分发、冷链运输等每一环都拉高了榴莲的价格。更关键的 是，长期以来中国无法本土种植，导致榴莲爱好者们只能被动接受定价。 如今这种局面将很快改变。十年前中国农业科研团队已逐步攻坚榴莲国产化，海南种出的榴莲果树不仅能稳定挂果，还在口感上实现"反向突围"。今年6 月起，国产榴莲即将大规模集中上市，曾经高高在上的榴莲价格迅速腰斩。 "热带果王"榴莲，在中国不是一般的热门。 有人痴迷它酥软浓郁、甜香四溢的口感，也有人闻其气味便扭头就走，避之不及。有"香港四大才子"之一称呼的作家蔡澜，形容榴莲的味道像"躲在茅坑 里吃奶油蛋糕"，但他却依旧将榴莲写入散文《"死前必食"清单》，称"果以榴莲为王"。 中国人对榴莲的喜爱有饮食文化传承的一部分原因。在中国，"美食不怕臭"由来已久，从臭豆腐、豆鼓、乳腐到北京豆汁，"以臭为香"本身就是中国的味 觉传统，因此中国天然对榴莲有比其他国家市场更高的接受度，几乎到了全球独一份的程度。 《全球榴莲贸易概览2023》数据显示，全球榴莲出口中高达95%的货源最终流向中国。去年中国新鲜榴 ...

（文/朱道义 编辑/张广凯） 作为美国最大的会员制仓储零售商的开市客Costco，面对市场波动展现出了不错的发展韧性。 5月30日，国际零售巨头开市客Costco（股票代码：COST.US）正式披露了2025财年第三季度财务报 告。数据显示，其于本财季（截至2025年5月11日的前三个月）共实现总营收632亿美元（约合人民币 4547亿元），同比增长8.0%；净利润19亿美元（约合136.6亿元），同比增长13%。摊薄后每股收益4.28 美元，较预期高出0.04美元。 | Press Release | | | | | | --- | --- | --- | --- | --- | | | COSTCO WHOLESALE CORPORATION CONDENSED CONSOLIDATED STATEMENTS OF INCOME | | | | | | (dollars in millions, except per share data) | | | | | | (unaudited) | | | | | | 12 Wooks Ended | | 36 Weeks Ended | | | | May 1 ...

Core Viewpoint - The signing of the "China-US Geneva Economic and Trade Talks Joint Statement" has not alleviated foreign trade manufacturers' concerns about their products' circulation in overseas markets. Companies like Aishida are increasingly investing overseas to mitigate potential adverse impacts from changing international trade dynamics [1][2]. Group 1: Company Strategy - Aishida plans to establish a subsidiary in Vietnam to invest in cookware, small appliances, and industrial robots, with a budget not exceeding 150 million yuan [2]. - The overseas investment aligns with Aishida's long-term strategic plan to enhance its global presence and respond flexibly to global macroeconomic fluctuations and changes in international trade patterns [2][4]. - Aishida's foreign sales revenue is projected to reach 45.8% by 2024, indicating a significant reliance on international markets [4]. Group 2: Market Conditions - The domestic market is experiencing insufficient growth momentum, prompting companies to seek expansion in overseas markets [5][6]. - The cookware market is facing challenges, with offline retail sales declining by 17.3% year-on-year in Q1 2025, while online sales increased by 10% [5]. - Aishida's internal sales revenue is expected to grow by only 5.8% in 2024, while foreign sales are projected to increase by 39.79% [6]. Group 3: Competitive Landscape - Aishida competes in the international market by producing for well-known brands and also selling its own brand products, although the profit margins for overseas sales are lower compared to domestic sales [7]. - The gross profit margin for domestic sales is 34.85%, while for foreign sales, it is only 24.01% in 2024 [7]. - The company has faced challenges in maintaining profitability, with a decline in revenue and net profit in the first quarter of the current year [7].

Core Insights - The strategic cooperation agreement between the Shanghai Jiading District government and Porsche Engineering Technology Research (Shanghai) Co., Ltd. marks a significant milestone in Porsche's localization R&D strategy in China [1] - The Porsche China R&D center's first phase is set to be operational in the second half of this year, accommodating over 300 engineers and focusing on local market-oriented products and technology solutions [1][2] Group 1 - The collaboration will leverage policy support, talent attraction, and industrial resource synergy to assist Porsche in establishing and operating its R&D center in Jiading [1] - Porsche aims to enhance its R&D and digital capabilities in China to better meet local market demands [1] - The R&D center will be responsible for various research and development activities, including smart connected vehicle function validation, electric vehicle and high-voltage technology R&D and testing, and prototype and function testing [1] Group 2 - The R&D center will integrate Porsche's core entities in China and innovatively incorporate local procurement and quality assurance functions, creating a complete R&D chain [2] - This integration represents a significant upgrade in achieving "local R&D, local procurement, and local quality control" [2] - The first technical outcome from the R&D center will be a market-specific infotainment solution, planned to be launched in Porsche models by 2026 [2]

Core Insights - The 29th Guangdong-Hong Kong-Macao Greater Bay Area Auto Show was highly successful, attracting over 450,000 visitors and generating more than 4 billion yuan in pre-orders for over 16,000 new cars [1] - Despite the strong attendance, traditional automakers like Mercedes-Benz, BMW, and Audi (BBA) are facing significant sales declines, with each experiencing over a 10% drop in Q1 sales year-on-year [1] - New energy vehicle companies, particularly Xiaopeng, are showing stronger performance, with Xiaopeng's new model generating 20,000 new orders in just one week after its launch [6][7] Group 1: Industry Performance - New energy vehicle companies have achieved over 30% of their annual sales targets by May, with only Xiaopeng meeting the timeline expectations for 2025 [1] - In contrast, traditional automakers like BBA are struggling, with their sales figures declining significantly compared to the previous year [1][2] - The auto show highlighted the need for BBA to innovate in marketing strategies to compete effectively with new energy vehicle companies [6][7] Group 2: Marketing Strategies - BBA's traditional marketing tactics, such as celebrity endorsements and price reductions, are becoming less effective compared to the innovative strategies employed by new energy vehicle companies [2][6] - Xiaomi's unique approach of using limited edition bottled water to attract visitors proved to be more effective than traditional celebrity endorsements [4][6] - Xiaopeng's successful use of celebrity endorsement with Ouyang Nana significantly boosted its visibility and sales, demonstrating the importance of effective marketing in the current competitive landscape [6][7] Group 3: Product Development - Mercedes-Benz and Audi showcased their latest localized products at the auto show, while BMW struggled to present compelling new offerings beyond price cuts [7][12] - Audi's new E5 Sportback and Mercedes-Benz's long-wheelbase CLA are positioned to enhance their market presence with advanced technology and local partnerships [9][11] - BMW's new models, including the X3, are facing declining sales and significant discounts, indicating a need for a complete overhaul of their product strategy [12]

Core Viewpoint - Porsche is redefining its R&D strategy in the Chinese market through a strategic partnership with the local government to establish a research center focused on electric vehicles and smart connectivity technologies [1][3]. Group 1: R&D Strategy - A strategic cooperation agreement was signed between the Shanghai Jiading District government and Porsche Engineering Technology R&D (Shanghai) Co., aiming to support the establishment and operation of Porsche's R&D center in Jiading [1]. - The R&D center will focus on local product and technology solutions, including smart connected vehicle functionality, electric vehicle and high-voltage technology development, and prototype testing [3]. - The center is expected to accommodate over 300 engineers and will integrate local procurement and quality assurance functions to create a complete R&D chain [3]. Group 2: Market Performance - Porsche's sales and performance are under pressure, with a projected decline in sales return rate to 10%-12% by 2025 and an anticipated loss of €800 million (approximately 6.24 billion RMB) due to product line adjustments [4][5]. - In 2024, Porsche expects to deliver 310,700 vehicles, a 3% decrease year-on-year, with a significant drop in the Chinese market, where sales are projected to decline by 28% to approximately 56,900 units [5]. - The CEO of Porsche indicated that the Chinese market is undergoing structural adjustments, which will have a long-term impact on sales, and the company plans to optimize its dealer network by reducing the number of outlets to around 100 by 2027 [5].

中国商报（记者 马嘉）因山茶花护肤油被公众熟知的国内护肤品牌林清轩近日向港交所递交招股书。在其招 股书中，"高端"一词出现超过150次。 目前，林清轩旗下的山茶花精华油产品单价从上百元突破上千元。一瓶山茶花油撑起的国货高端梦，正站在 资本市场的聚光灯下接受检视。 价格"硬刚"国际大牌 招股书显示，2022年至2024年，林清轩的毛利率从78%提升至82.5%。这意味着，林清轩每卖出100元的产 品，毛利高达82.5元。 在林清轩全国506家门店中，95%进驻购物中心，部分门店甚至开在雅诗兰黛等国际品牌隔壁。林清轩在招股 书中也直言："我们与国际大牌同场竞技。" 对于林清轩来说，与国际品牌的"硬刚"首先体现在价格上，其明星产品山茶花精华油从初代的377元/30ml一 路提价，其奢宠系列产品的价格更是突破千元。在"6·18"大促期间，林清轩一套基础护肤品（精华30ml+精华 油50ml+面霜50g）优惠后的价格为1755元。 根据招股书，2022年至2024年，林清轩的营收分别为6.91亿元、8.05亿元和12.1亿元，毛利分别为5.39亿元、 6.54亿元、9.98亿元。 林清轩创始人、董事长孙来春此前在接受中 ...

今天分享的是：2024茶饮出海篇，国内竞争加剧，海外市场成第二增长曲线 一、国内困局：增长放缓，内卷加剧 中国新茶饮市场经历了爆发式增长，规模从2017年的422亿元跃升至2023年的1933亿元，年复合增长率高达28.87%。然而，高速扩张后隐忧显现： 市场饱和与连锁化挤压：行业迈入"万店时代"，连锁化率从2020年的41.2%攀升至2022年的55.2%，核心商圈甚至超过80%。标准化带来的同质化问题日益突 出，独立茶饮店生存空间被大幅压缩。 价格战与创新疲劳：为争夺消费者，品牌上新节奏疯狂。2023年下半年至2024年7月，行业上新超2000款新品，平均每个品牌每季度推新约11款。但新品"保 鲜期"仅约半个月，极易被模仿。同时，消费者对价格敏感度提升，13-19元中高端价位新品虽占主流，但性价比成为关键考量。 业绩承压：激烈竞争下，部分头部品牌业绩下滑。2024年上半年，茶百道营收同比下降10%，净利润骤降59.7%；奈雪的茶收入微降1.9%，净利润由盈转 亏。国内市场增长乏力，迫使企业向外寻找突破口。 二、扬帆出海：挑战与机遇并存 出海并非坦途，中国茶饮品牌面临多重考验： 供应链之困：核心供应链多在国 ...