转自：新华财经 当智能科技邂逅非遗技艺，当国潮国风对话新兴消费，一场诠释中国品牌创新力量的盛宴在莫干山下拉开帷幕。5月10日晚，以"中国品牌 世界共享"为主 题，2025中国品牌日晚会在浙江德清举行，通过科技与人文的交响共鸣，为现场千余名观众呈现出中国品牌"硬科技"与"软实力"。 作为世界观察中国品牌创新发展的重要"窗口"，自2017年起，每年5月10日被定为"中国品牌日"。与之相伴相随，中国品牌日晚会每年如约而至，共同见证 中国品牌蓬勃生长的发展图景。 科技"向新"，锻造硬核竞争力 从先进核电到导航卫星，从集成电路到脑机接口，从虚拟数字人到人形机器人，在历届中国品牌日晚会舞台上，"科技创新"是一以贯之的主线，一批"大国 重器""科技新锐""未来之星"纷纷登台亮相，从实验室、生产线"飞入寻常百姓家"，生动展现中国科技从"跟跑到领跑"的发展历程。 近年来，人工智能浪潮迅速席卷千行百业，成为驱动产业升级的数智化引擎。在今年晚会现场，"人工智能+"成为瞩目焦点：春晚"网红"宇树机器人亮相T台 走秀，与波司登创始人、集团董事局主席兼总裁高德康共话"AI+时尚"产业新未来——通过整合设计研发、用户研究、前沿时尚趋势数据 ...

Core Insights - STARAY, a new national trend brand, opened its second store in Japan, highlighting its rapid expansion in the market within six months [1] - The brand was founded in 2020 in Hangzhou and is recognized as the world's first 3D-printed consumer goods leader, focusing on "technology empowerment + humanistic care" [1][2] - STARAY's innovative approach includes a unique lattice design and AI algorithms for optimizing shoe comfort and support based on ergonomic calculations [1][2] Product Innovation - The "Cells" series of shoes represents a significant advancement in 3D printing technology, utilizing a new generation of ultra-fast light-curing 3D printing techniques and proprietary flexible materials [2] - The production process eliminates traditional manufacturing steps, aligning with green development principles by removing the need for glue [2] - Despite the high cost of 3D-printed shoes, with prices typically above 1,000 yuan, STARAY has achieved a remarkable 400% repurchase rate, indicating strong customer loyalty [2] Market Strategy - The Japanese market serves as both a testing ground and a strategic foothold for STARAY's global expansion [2] - STARAY's participation in the 78th Cannes Film Festival as a partner for "China Night" signifies a shift from "manufacturing overseas" to "cultural exploration" for Chinese brands [3]

成都，这座中国时尚第三城、西南地区"时尚心脏" ，活跃着崇尚快耍慢活、拥有多元包容时尚态度的成都人。 成都太古里LV销售额常年稳居全国前三、本土头部主理人扎堆进驻麓湖CPI……无论是奢侈大牌、新锐国潮，抑或小众设计师品牌、主理人品牌，都能在 这里找到适合生存的土壤。 时尚氛围深入骨髓的成都，商业发展亦以肉眼可见的速度"潮"起来了，不仅新晋潮流商业体接连涌现，持续打潮流时尚牌的成熟项目亦风生水起、接连出 圈。今年五一期间，东郊记忆园区总客流量超60万人次，相比春节再创新高…… 商业地产观察特别梳理了成都最潮的7大商业体，一起看看TA们有哪些差异化打法。 01 成都东郊记忆 新锐国潮品牌破圈地 走向国际的"城市之窗" 成都东郊记忆，前身为始建于20世纪50年代的国营红光电子管厂，在东方正火运营团队接管后，由成都东区音乐公园改名为东郊记忆，焕新后的项目于 2021年6月开业。 在"创我时尚"的经营理念下，项目由工业遗迹变身为由新国潮、原创力、青年+构筑的国际时尚产业园，形成了独特的"本土青年群体文化高地"氛围，引 来顶级网红纷纷打卡、国际游人也越来越多，收获"缩小版的成都"、"幸福文化的传承者"、"青年创业热土"、 ...

在万物并秀的五月，第四届西部跨境电商博览会于成都世纪城新国际会展中心盛大启幕，这场汇聚全球 商业智慧与资源的行业盛会，吸引了来自世界各地的目光。在这场充满机遇与挑战的舞台上，四川省清 沁诗语生物科技有限公司携旗下明星产品藏金倩角璀璨亮相，不仅展现了川企的创新实力与文化自信， 更成为本届博览会中令人瞩目的焦点。 走进博览会现场，热闹非凡的氛围扑面而来，各个展位争奇斗艳，展示着前沿的产品和先进的技术。而 在泸州馆内，四川省清沁诗语生物科技有限公司的展位以独特的设计和亮眼的产品脱颖而出，瞬间吸引 了众多参展商和参观者的驻足。 藏金倩角作为入围《了不起的国货》的国潮好物代表，承载着深厚的文化底蕴与卓越的品质。该产品依 托传统中医药智慧，精选多种珍贵天然草本植物，经过现代先进工艺精心研制而成。其不仅在产品功效 上表现出色，能够为消费者提供优质的健康护理解决方案，更在文化内涵上独树一帜，将中国传统中医 药文化与现代生活需求完美结合，展现出独特的国潮魅力。自上市以来，藏金倩角凭借其出色的品质和 良好的口碑，在市场上赢得了广泛认可，成为消费者信赖的国货精品。此次亮相西部跨境电商博览会， 更是藏金倩角迈向国际市场的重要一步，彰 ...

Core Viewpoint - Camel has been recognized as the "Pioneer of Silver Gel Sunscreen Apparel" in China by iiMedia Research, highlighting its innovative application of silver gel coating technology in outdoor clothing [1][3]. Industry Overview - The health awareness among consumers has significantly increased, leading to a growing population of outdoor sports enthusiasts and transforming outdoor activities into popular leisure pursuits, which has positively impacted the market for professional outdoor apparel such as jackets and hiking shoes [3]. - The Chinese sports footwear and apparel market is projected to reach a scale of 542.5 billion yuan in 2024, with expectations to grow to 598.9 billion yuan by 2025, driven by the rise of domestic brands and the "Guochao" trend [3]. Company Innovations - Camel has introduced silver gel sunscreen technology in its apparel line, such as the "Cool Feeling Original Yarn" series, which combines effective sun protection with cooling fabric suitable for outdoor sports and daily wear [5]. - The newly launched ePE membrane fluorine-free jacket represents a significant innovation in outdoor apparel, utilizing ePE membrane material that is lightweight, environmentally friendly, and offers excellent waterproof and breathability features [6][9]. - The ePE membrane is designed to be 10% to 20% lighter than traditional ePTFE materials, reducing physical exertion during long-distance hiking [6][9]. Environmental Commitment - Camel's use of environmentally friendly materials in its products aligns with modern consumer demands for sustainable products, enhancing the sustainability of its offerings [5][9]. - The introduction of the ePE membrane not only improves performance but also reduces carbon footprint during production, marking a milestone in Camel's commitment to combining environmental responsibility with high-performance outdoor gear [9].

Core Viewpoint - The outdoor sports brand Pelliot from Anhui Lixin is on its way to an IPO in Hong Kong, aiming to expand its capital and market presence, with CICC and CITIC Securities as joint sponsors [1][3]. Financial Performance - Pelliot's financial data shows significant growth, with revenue projected to increase from 379 million RMB in 2022 to 1.766 billion RMB in 2024, representing a compound annual growth rate (CAGR) of 115.86%. Adjusted net profit is expected to rise from 28 million RMB to 304 million RMB, with a CAGR of 232% [4]. - The gross margin improved from 54.3% to 59.6%, attributed to economies of scale and supply chain optimization [4]. - Operating cash flow is projected to be negative in 2024 due to increased inventory and accounts receivable, while sales expenses remain high at over 30% [4]. Product and Market Position - Pelliot's core product is focused on jackets, particularly the "冲锋衣" (tactical jackets), which accounted for over 80% of revenue with a sales volume CAGR of 144% from 2022 to 2024 [4]. - The brand's market share is 5.2% among domestic high-performance outdoor brands, indicating a competitive but still developing position in a fragmented market [5][7]. Industry Growth Potential - The outdoor apparel market in China is experiencing rapid growth, with retail sales expected to rise from 53.9 billion RMB in 2019 to 102.7 billion RMB in 2024, reflecting a CAGR of 13.8% [7]. - The overall outdoor sports industry is projected to exceed 3 trillion RMB by 2025, driven by a shift in consumer behavior towards outdoor activities [7]. Brand Controversy - Pelliot's brand name has faced criticism for its association with Paul Pelliot, a figure linked to cultural relics looting, leading to public backlash and concerns over brand image [8][9]. - The company has attempted to reframe its narrative by associating its name with Chinese cultural elements, but this has been met with skepticism from consumers [10][11]. Founders and Company Background - Founded in 2012 by Liu Zhen and Hua Jingling, Pelliot capitalized on the growing demand for functional outdoor apparel, initially benefiting from e-commerce and celebrity endorsements [16][17]. - The company has contributed significantly to the local economy in Lixin County, providing employment and promoting the transformation of the local textile industry [17][18].

Group 1 - The 2025 World Brand Moganshan Conference opened in Deqing County, Huzhou, Zhejiang Province, focusing on global brand case sharing [1] - The Chinese business community is rapidly expanding, with associations in over 100 countries and regions, creating a large and efficient platform for Chinese brands globally [1] - The International Brand Academy has been established in Hong Kong as a non-profit organization, aiming to achieve three main goals: to apply for "World Brand Day," to promote a brand and intellectual property trading fair in Hong Kong, and to build an international brand rating system [1] Group 2 - The Hong Kong International Brand Center is positioned as a dual-platform for Chinese brands to go global and for international brands to enter China, serving as a significant destination for financing, marketing, and establishing overseas headquarters [2]

星标 ★ IPO日报 精彩文章第一时间推送 最近，作为全球第三大运动鞋零售商、两度入选《财富》500强的斯凯奇（SKECHERS），其退市消息于2025年5 月空降微博热搜，引发市场震动。 这家凭借 "平价舒适" 定 位在全球鞋类市场占据一席之地的巨头，在上市二十余年后选择私有化的背后，似乎 剑指"美国关税政策"。 来源： 天猫 旗舰店 3G溢价收购 2025年4月25日，斯凯奇发布的一季度财报成为退市导火索： 中国市场销售额同比下滑16%，全球营业利润下降 11.3%，创下新的季度营销纪录，同时，该公司取消了今年的业绩指引，原因是美国的全球贸易战颠覆了企业的 计划。 公司撤回全年业绩指引，斯凯奇在一份声明中称："由于全球贸易政策带来的宏观经济不确定性，公司目前不提供 财务指导，并撤回我们在2025年2月6日发布的2025年年度指引。" 同时，斯凯奇在SEC文件中明确警示，全球贸易政策变动对其业务构成重大风险。 斯凯奇称，美国市场占斯凯奇 全球销售额的38%，但其进口产品超六成来自中国、越南等亚洲国家。关税政策导致采购成本大幅攀升，挤压利 润率。 斯凯奇表示，关税推高终端价格，削弱价格竞争力，可能会减少消费者 ...

5月8日，沪上阿姨正式在港交所挂牌。沪上阿姨每股发行价为113.12港元，募资净额约为1.95亿港元， 上市首日开盘价190.6港元/股，较发行价上涨68.48%。 2025年新茶饮迎来了上市的好时候，继奈雪的茶、茶百道、古茗、蜜雪冰城成功上市后，沪上阿姨成为 港股市场上的第五家新式茶饮品牌。沪上阿姨发行估值要远远高于蜜雪集团。蜜雪集团发行市值达到 763亿港元，估值为16倍。蜜雪集团获得超过1.84万亿港元认购金额。而沪上阿姨的发行市值约为118.6 亿港元，估值33.58倍。沪上阿姨5月2日截止新股招股认购，其融资超购逾3300倍，冻资约940亿港元。 这不仅是资本市场对下沉市场红利的集体投票，更折射出新茶饮行业从"规模竞速"转向"生态博弈"的深 层逻辑。相较于霸王茶姬以"东方美学+全球化叙事"抢占高端心智，沪上阿姨也丝毫不落于后，以"摩登 东方"美学与猎豹IP的塑造，打破传统茶饮品牌形象同质化，通过也精准捕捉Z世代对"国潮轻奢"的消费 想象。 据招股书，在过去的2022年、2023年和2024年，沪上阿姨的营业收入分别为人民币21.99亿、33.48亿和 32.85亿元，相应的净利润分别为人民币1.49 ...

Core Insights - The Chinese pet economy is rapidly growing, moving towards a trillion-yuan market scale, reflecting changes in consumer attitudes, technological advancements, and cultural shifts [1] Group 1: Key Trends in Pet Consumption - Nutritional health is evolving towards a refined and localized integration of "health preservation," with a growing demand for functional supplements targeting specific health issues [3][5] - The rise of smart pet products is reshaping pet care experiences, with innovations in feeding devices, water dispensers, and monitoring equipment addressing convenience needs [6][8] - The pet consumption landscape is witnessing a shift towards high-end and personalized products, driven by younger consumers willing to invest in their pets' quality of life [10] Group 2: Market Dynamics - Domestic brands are gaining traction in the pet food market, leveraging insights into local consumer preferences and enhancing supply chain capabilities [10] - Online channels dominate pet consumption, with social e-commerce platforms increasingly influencing consumer decisions through content sharing and influencer marketing [12] - There is a rising awareness of pet health, leading to the professionalization of veterinary services and the emergence of a nascent pet insurance market with significant growth potential [14] Group 3: Consumer Preferences - Consumers are increasingly focused on "natural" and "transparent" products, demanding clear labeling of ingredients and nutritional information to build brand trust [16]