老铺黄金的排队队伍正在取代爱马仕的队伍 作 者 | Drizzie 现在奢侈品还有巨头吗？ 老铺黄金创始人徐高明在昨日股东大会上的一句问话，令在场人士惊讶，随后在社交媒体上引起热烈讨论。 行业听多了本土企业家的夸张言论，往往习以为常，因为它们往往陷入话语与实绩反差、眼高手低的境地，然而老铺黄金的言论乍听夸张，但其自上市以 来股价翻了22倍的成绩令人侧目。 老铺黄金消费者与LV、爱马仕、卡地亚、宝格丽等五大奢侈品牌的用户平均重合率 老铺黄金2025年上半年收入和利润均取得令人惊讶的大幅增长，据时尚商业快讯数据，该公司营业收入猛涨251%至约123.5亿元，毛利大涨223%至47亿 元，经调整净利润大涨291%至23.5亿元。 对比国外奢侈品集团此前发布的业绩，LVMH上半年营收利润双降，收入下跌4%，净利润大跌22%，爱马仕上半年收入增长8%，但亚太市场仅增长 1.5%，历峰集团截至6月底的第一财季上涨11%，但中国市场下跌7%。 全球奢侈品市场失去中国消费者心智的过程中，老铺黄金逆势狂奔。 有接近市场的消息人士称，LV在中国市场的年销售额接近400亿，以上半年的业绩估测，老铺黄金预计2025年可能突破250亿 ...

作 者 | 王小娟 编辑 | 周智宇 过去两年，全球奢侈品行业的好日子似乎走到了尽头。从巴黎、米兰到纽约，巨头们财报上的增长曲线 普遍放缓，市场开始重新审视高昂定价背后的真实价值。 然而，当全球奢侈品巨头们集体"过冬"时，一个中国黄金品牌却在上演着一幕火热的"反周期"神话。在 北京SKP、上海国金中心等顶级商场，老铺黄金门店前长达一小时的等待已是常态，其终端热度甚至超 过了隔壁的国际一线大牌。 这份惊人的热度，反映到了财报上。老铺黄金8月20日公布的财报显示，其2025年上半年营收暴增251% 至123.54亿元，净利润更是飙升285.8%。更值得玩味的是，调研数据显示其近八成用户与爱马仕、卡地 亚等顶级品牌重叠。 老铺黄金的爆发，是其作为时代宠儿的胜利。它完美承接了经济不确定性下的避险情绪、大国崛起下的 文化自信、以及对传统奢侈品的审美疲劳这三大浪潮。 而更长远来看，这也可能是一次奢侈品定义的范式转移。它不再依循西方"符号价值"的旧路，而是开创 了"硬资产+文化认同"的新价值模型。 老铺黄金的单店效率也高出同行不少，匹敌一众国际奢侈品品牌。根据财报数据，2025年上半年，老铺 黄金在单个商场平均实现销售额约 ...

没有股票账户的投资者可关注国泰中证动漫游戏ETF联接C（012729），国泰中证动漫游戏ETF联 接A（012728）。 注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不 预示未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参 考，不构成任何投资建议，也不构成对基金业绩的预测和保证。如需购买相关基金产品，请选择与风险 等级相匹配的产品。基金有风险，投资需谨慎。 每日经济新闻 （责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 华创证券指出，游戏行业高频数据向好且中报预期良好，板块具备持续性，暑期DAU及商业化表 现亮眼。传媒板块当前明线为AI应用起势，暗线为内容输出带来的文化自信，看好中国开源大模型爆 发及产业格局重塑，预计将经历公有云价值重塑、B端赋能及C端场景落地三阶段。影视行业受剧集政 策边际宽松催化，"电视 ...

他进一步称，在这一背景下，一些中国本土品牌成功在高端市场突围，代表中国非遗工艺、经典文化和 经典审美的中国品牌成为高端消费市场的主流力量。 中新网北京8月20日电 （记者 夏宾）中国黄金品牌已跻身国际高奢市场。 据弗若斯特沙利文近期公布的调研资料显示，老铺黄金消费者与路易威登、爱马仕、卡地亚、宝格丽、 蒂芙尼等国际五大奢侈品牌的消费者平均重合率高达77.3%，具备高端消费特点。 这意味着，国际奢侈品牌消费者越来越多转向中国黄金品牌，而中国品牌也成了高端消费的主流力量。 20日，老铺黄金发布截至2025年6月30日止六个月中期业绩，半年销售业绩（含税收入）达141.8亿元， 同比增长249%；经调整净利润达23.5亿元，同比增长291%，营收和利润双双持续呈高增长。 "过去20年消费者对国际大牌的追逐，开始转求趋于文化、审美和更真切品牌价值取向的中国品牌。"第 一财经商学院院长黄磊认为，随着中国经济崛起和文化自信的增强，消费者行为从"炫耀性消费"转向追 求"品质与内涵"。 "上海是全球奢侈品的商业中心，对亚洲乃至全世界市场有巨大的辐射带动作用。"黄磊说，从上海在全 球奢侈品市场的核心地位来看，一旦有中国品牌能在 ...

国产车致敬经典，实为"借梯登高再超越"的进化过程，而纵横G700对路虎揽胜的致敬，是"取其骨，铸 己魂"的智慧。G700的设计继承路虎揽胜方正硬派之形，融喜马拉雅冰川、陡崖之韵，以东方美学重构 光影与力量，让硬派越野既有经典基因，更添文化新生。纵横G700对路虎设计的致敬是形神兼备的智 慧融合，致敬并非复制，而是以文化赋能创新，为中国品牌设计立范。 纵横G700的设计灵感源自喜马拉雅山脉的气魄与极致探索精神，将自然史诗与设计美学完美融合，形 成了刚与柔的和谐之美。走近这款车首先映入眼帘的是它那独特的前脸设计，冰川塔林点阵前格栅将万 年冰川的自然奇景凝练于设计当中，看上去给人一种极具辨识度的动态符号，仿佛每一处细节都在诉说 着喜马拉雅的壮丽与神秘。 来到车身侧面，纵横G700的D柱设计灵感源自喜马拉雅北坡冰壁与陡崖的形态，锋锐折角尽显车体硬 朗，曲面过渡暗藏精致艺术。这种设计不仅让整车看起来更加动感，更在交错间展现出一种独特的韵律 感。车尾的设计则汲取了喜马拉雅雄伟轮廓的灵感，仿若雪域堡垒般挺阔有型，尽显硬朗。搭配原厂原 装全包覆式备胎罩，野性与精致并存，让人一眼就能感受到这款车的不凡气质。 目前中国品牌的崛起 ...

Core Perspective - The article highlights a significant cultural shift in China, where individuals from various backgrounds are increasingly engaging in public speaking and creative expression, particularly through platforms like stand-up comedy and short videos, showcasing a newfound confidence and artistic flair in communication [2][3][4] Group 1: Cultural Shift in Expression - There is a growing trend of ordinary people, including farmers, teachers, and delivery riders, taking the stage to share their life experiences and perspectives, reflecting a democratization of creative expression [2][3] - The rise of short videos and stand-up comedy resonates with contemporary societal issues, addressing themes such as personal growth, workplace challenges, and emotional well-being, thus meeting the emotional needs of modern audiences [3][4] Group 2: Technological Influence - Advances in technology and the proliferation of social media platforms have facilitated the production and dissemination of diverse forms of language and expression, allowing more individuals to become storytellers [3][4] - The use of artificial intelligence tools for content creation, such as voiceovers and editing, empowers users to enhance their storytelling capabilities, further diversifying the landscape of public expression [3] Group 3: Cultural Identity and Language - The article emphasizes the role of language as a cultural vehicle, with increased educational levels enabling individuals to engage with cultural heritage through language, fostering a dialogue with tradition [4][5] - The intersection of regional dialects and digital technology allows for a vibrant expression of local cultures in the online space, showcasing a blend of traditional and contemporary narratives [4] Group 4: Challenges and Considerations - Despite the positive developments, there are concerns regarding the prevalence of low-quality content and the need for guidance in maintaining meaningful and respectful communication [4][6] - The article advocates for a focus on authentic, heartfelt language that fosters understanding and positive social values, as opposed to sensationalism and superficial expressions [4][6]

第三重底气，源于年轻人。根据灯塔专业版数据，《浪浪山小妖怪》的观众中25到29岁的年轻人占 比最高，达到26%。他们中很多不是陪孩子来看的爸妈，而是自己想看的"核心观众"。文化共鸣变成了 消费力。 这就是国产动画电影崛起的第一重底气——我们的传统IP，从未老去。 说到第二重底气，我们注意到，《浪浪山小妖怪》600人的主创制作团队，精细打磨1800多组镜 头，20多位画师完成近2000张场景。技术上看，《浪浪山小妖怪》选择水墨、写意、粗线条，甚至保 留"稚拙感"，这种看似反潮流、反效率的"不经济"选择，却让观众感受到情绪上的信任感，比如这条评 论，就说"难得看到返璞归真的画风，充满国风色彩的中国风。" 顾问团队里有不少是上美影的老艺术家，《哪吒闹海》《葫芦兄弟》那一代亲手把中国动画送上高 光的人，如今把一笔一画的功夫传给新一代。这是国产动画最沉甸甸的底气：审美自信与工匠精神的代 代相传。 央视网消息：今年暑期档，《浪浪山小妖怪》刷新了中国电影史上二维动画电影票房纪录。国产动 画电影屡创票房新高，下面我们就用数据来看看国产动画电影持续火爆的三重底气。 首先，第一重底气，从一个你我都熟悉的老故事讲起，它就是《西游记 ...

Core Insights - The animated film "The Little Monster of Langlang Mountain" has surpassed a cumulative box office of 1.0026 billion, entering the top ten of China's animated film box office history and becoming the highest-grossing 2D animated film in China [1][4] - The total box office for this summer's film season has exceeded 9.9 billion, with projections for the 2025 annual box office reaching 37.2 billion [3] - The film's success has led to significant sales of related merchandise, with over 700 million in sales on its opening day [6] Company Involvement - The production of "The Little Monster of Langlang Mountain" involves multiple listed companies, including Shanghai Film's subsidiary, Shanghai Film Technology Development Co., and China Film as an investor [4] - The film has partnered with over 30 well-known companies across various sectors, resulting in more than 400 licensed derivative products launched simultaneously with the film [6] Cultural Significance - The film is based on the traditional IP of "Journey to the West," which has been adapted into over 300 works, showcasing its enduring cultural relevance [9] - The production team of 600 has meticulously crafted over 1,800 scenes, emphasizing a unique aesthetic that resonates emotionally with audiences [11] - The film appeals particularly to younger audiences, with 26% of viewers aged 25 to 29, indicating a cultural resonance that translates into consumer spending [11]

Core Insights - The article highlights the importance of integrating cultural heritage with modern urban development in Zhengzhou, emphasizing the need for a balance between historical preservation and contemporary commercial activities [1][2][3] Group 1: Cultural and Urban Development - The "Fuminli" cultural district in Zhengzhou showcases a blend of historical and modern elements, aiming to enhance the city's cultural and commercial synergy [1] - Liu Ning stresses the need to protect the unique historical and cultural aspects of the city while promoting tourism and modern business [1] - The Zhengzhou Shang Dynasty City Ruins Museum serves as a key site for showcasing Shang culture and the city's historical roots, with an emphasis on cultural confidence and innovative development of traditional culture [2] Group 2: Social Governance and Community Services - The establishment of a comprehensive service center for new employment groups in the area provides various support services, reflecting a commitment to community welfare [2] - Liu Ning highlights the importance of cultural identity in social governance, advocating for the integration of traditional culture into urban management practices [2][3] - The article mentions the use of a governance model that combines "Party building + grid management + big data" to enhance community engagement and governance efficiency [2] Group 3: Economic and Urban Strategy - Liu Ning calls for a strategic approach to urban development that combines historical preservation, urban renewal, and improvements in living standards [3] - The focus is on optimizing urban structure, transitioning economic drivers, enhancing quality of life, and ensuring sustainable development while maintaining safety [3] - The article emphasizes the need for high-quality urban development that aligns with the broader goals of modernizing the Central Plains region [3]

Core Insights - Shenzhen school uniforms are gaining international recognition, with the multifunctional "air-conditioned school uniform" developed by Zhongnan Vitality being collected by the V&A Museum in London, marking a significant milestone for Chinese school attire on the global stage [1][2] Company Overview - Zhongnan Vitality aims to make school uniforms as comfortable as high-end sportswear while incorporating functionality tailored to school environments [2] - The company emphasizes high quality as the core competitive advantage for global expansion, utilizing premium Xinjiang long-staple cotton and establishing a traceability system for each product [2] Product Innovation - The collected Shenzhen school uniform features a combination of DuPont Sorona cooling antibacterial fabric and Xinjiang long-staple cotton, offering five functions: sun protection, insect resistance, cooling, antibacterial properties, and warmth, making it suitable for various seasons and scenarios [1] - Recent innovations include waterproof, oil-resistant, and stain-resistant school jackets, reflective night jackets, and modular down vests, evolving school uniforms from single-function attire to versatile campus gear [1] Cultural Impact - Zhongnan Vitality has established the first public school uniform collection museum in the Guangdong-Hong Kong-Macao Greater Bay Area to promote school uniform culture, showcasing the entire production process from cotton to uniform [2] - The company envisions a future where its uniforms are seen globally, representing not only quality but also aesthetics, innovation, and cultural confidence [2]