Core Viewpoint - Haitai Weiye, a leading condiment company in A-shares, has officially launched its global offering for a secondary listing in Hong Kong, scheduled from June 11 to June 16, with expected listing on June 19 [1] Group 1: Global Offering Details - The company plans to issue 263 million H-shares, with 247 million shares allocated for international offering and 15.79 million shares for public offering in Hong Kong [2] - The expected price range for the shares is between 35 to 36.3 HKD per share, with cornerstone investors committing nearly 4.7 billion HKD, accounting for about 50% of the total offering [2][3] - Notable cornerstone investors include Hillhouse Capital, GIC, UBS Asset Management, and others, indicating strong market confidence in the company [2] Group 2: Financial Performance - Since its listing in 2014, the company's revenue has grown from 9.8 billion RMB to over 26.9 billion RMB, maintaining a strong market position [3] - The company reported revenues of 256.1 billion RMB, 245.59 billion RMB, and 269.01 billion RMB for the years 2022 to 2024, with net profits of 62 billion RMB, 56.42 billion RMB, and 63.55 billion RMB respectively [3] - In the first quarter of 2025, the company achieved a revenue of 8.315 billion RMB, an increase of 8.1% year-on-year, with a net profit of 2.207 billion RMB, up 14.5% [3] Group 3: Market Position - Haitai Weiye holds a 4.8% market share in China's condiment market, which is projected to reach 498.1 billion RMB in 2024, making it the market leader [4] - The global condiment market is expected to reach 2.1438 trillion RMB in 2024, with the company holding a 1.1% share, ranking fifth globally [5] Group 4: Global Expansion Strategy - The company aims to utilize the funds raised from the listing for global brand building, sales channel expansion, and enhancing overseas supply chain capabilities, with 20% of the funds specifically allocated for these purposes [6][7] - The company has already initiated its overseas expansion by establishing several international trade companies and plans to enhance its presence in Southeast Asia and Europe [6][7]

商报讯（记者 张馨予）AI从技术革命向商业化应用迅速蔓延，为品牌全球化及跨境电商点燃新的竞争 力。当下AI应用如何从效率走向情绪？谁能真正打通技术与情感的链接通道，构建面向未来的全球化 新品牌？ 6月6日，由亿邦动力主办、嘉御资本联合主办，米奥兰特、马蹄社、亿邦智库、全球跨境电 商知识服务中心协办的 "第九届全球跨境电商峰会暨2025全球化新品牌AI竞争力大会"将在杭州盛大开 幕。 本届峰会主题为"进化抉择"，活动汇聚20余家企业、1000余位行业从业者，聚焦AI应用如何走进商业现 实，从全球化品牌视角共话AI竞争力构建。 大会看点：品牌全球化与AI竞争力双变革交汇红利，全局、前瞻、实用。嘉御资本董事长卫哲先生将 在会上发表"我们如何看待与AI有关的投资" 为主题方向的演讲。作为跨境电商和品牌出海赛道的资深 投资者，卫哲曾精准预测中美关税走向，此次他将结合AI时代新趋势，为参会者带来关于AI投资的前 瞻性预判。 与此同时，众多品牌企业CTO、CMO及运营负责人将在科技、品牌、产品、平台方面围绕跨境电商、 AI商业化等议题展开探讨。其中有服务于品牌的AI技术先锋有"杭州六小龙"之一群核科技联合创始人陈 航、跨境 ...

Core Insights - The article highlights the success of the Chinese lingerie brand Catman in penetrating the Southeast Asian market, particularly Thailand, by leveraging technology and content-driven e-commerce strategies [2][3][15] - Catman aims to differentiate itself from competitors by focusing on high-quality, technologically advanced lingerie products rather than competing solely on price [3][15] Market Strategy - Catman entered the Thai market with a focus on mid-to-high-end products, utilizing a strategy that emphasizes technological innovation in lingerie, such as breathable and antibacterial fabrics [3][4] - The brand's initial offerings included a detachable strapless bra and a "lipstick underwear" that quickly gained popularity on TikTok, achieving top sales in the lingerie category [4][11] Consumer Targeting - The target demographic for Catman in Thailand includes urban professionals aged 25-34 with a monthly income exceeding 5,000 RMB, who are open to innovative and stylish products [3][15] - Catman identified a gap in the market for high-quality lingerie, as traditional Thai products often lack the technological advancements found in Chinese offerings [3][15] Marketing and Promotion - To build brand trust and consumer acceptance, Catman collaborated with local influencers and KOCs (Key Opinion Consumers) to create relatable content that showcases product features [6][8] - The brand implemented a "short video seeding + live streaming harvesting" model to maximize conversion efficiency, with live streaming contributing significantly to daily GMV [11][13] Technology Utilization - Catman utilized TikTok for Business tools, including GMV Max, to optimize advertising strategies and enhance content quality, allowing for automated and efficient ad placements [10][14] - The brand's approach to content creation involves a structured framework that combines creative input from influencers with data-driven insights to produce high-quality promotional materials [8][10] Future Expansion Plans - Catman plans to solidify its position in Thailand before expanding to other Southeast Asian markets and North America, leveraging its successful content-supply chain-localization model [14][15] - The brand aims to transition from single product success to a broader category leadership in various lingerie segments, including underwear and loungewear [14][15] Industry Insights - The article emphasizes that TikTok serves as a powerful platform for connecting Chinese brands with global consumers, facilitating brand globalization efforts [16] - Catman's experience illustrates that Chinese brands can overcome the perception of "Chinese manufacturing equals low price" by focusing on product quality and innovative marketing strategies [15][16]

Financing Dynamics - Thai company IMCOCO, specializing in the coconut water supply chain, has completed a Pre-A round financing of over 100 million yuan, led by Insignia Ventures Partners and followed by Tiantu Investment. The funds will be used for factory capacity expansion, global branding of its ONLIFE brand, and establishing a headquarters in China [3] - IMCOCO, founded in 2023 and headquartered in Bangkok, operates in four main areas: coconut planting, cross-border trade of coconut products, raw material research and production, and coconut water beverage processing. It boasts the only 10,000-ton coconut water production base in Thailand and a standardized supply system for coconut products globally [3] Brand Dynamics - Ussu Beer has launched a new product called "Dian Chi," entering the functional beverage market. The product features a low-sugar design and is enriched with taurine, vitamins B6 and B12, niacinamide, and Tianshan snow lotus extract, adding a unique regional characteristic [8] - Oreo has announced a collaboration with American artist Selena Gomez to launch a limited edition cookie inspired by her favorite horchata drink. The cookies will be available for pre-sale on June 2 and will feature unique designs, including a collectible cookie with Selena's signature [18][19] Company Performance - Amer Sports reported a 23% year-on-year increase in revenue for Q1 2025, reaching $1.47 billion, driven by strong demand for its brands Arc'teryx and Salomon, particularly in footwear. The company has raised its full-year revenue growth forecast to 15%-17% [20][22] - The market capitalization of Honey Snow Group has surpassed 200 billion HKD, making it the second-largest listed company in Henan, following Muyuan Foods. The stock price reached 535 HKD per share, exceeding Tencent's stock price [12][15] Personnel Dynamics - Gucci has appointed Maria Cristina Lomanto as the new president for the EMEA region, effective June 1, replacing Matteo Mascazzini. Lomanto has extensive experience in the luxury goods industry [24] - Bi Yin Le Fen has announced a managerial change, appointing Xie Yang as the new general manager, following the resignation of the previous general manager Shen Jindong. This move aims to optimize the management structure [27] - Inditex has announced significant personnel changes, including the appointment of Fernando de Bunes Ibarra as the new sustainability director and Ignacio Fernández Fernández as the new general manager, indicating a strategic reshuffle within the company [28]

2025年5月8日，"三人行天下·出海∞计划"第二届全球化创新企业论坛在上海成功举办。此次由全球化创 新企业联盟、凤凰WEEKLY财经、Indiegogo、行云集团和浙江大学管理学院联合主办的行业盛会，吸 引了600余位来自跨境品牌、科技平台、资本机构的嘉宾汇聚一堂，围绕品牌全球化与信任体系搭建展 开深入探讨。 论坛期间，美国AI保险科技企业 Seel 凭借其"AI科技+安全合规"双核驱动的创新型延长保障服务，成功 入选"2025全球化创新力品牌"。Seel为独立站卖家提供了嵌入式、零成本、覆盖全链路的"无忧购"解决 方案，正在重塑跨境电商的售后保障与消费信任机制。 Seel将保障从"成本中心"转化为"增长杠杆" AI引擎驱动全流程保障，构建新型"无忧消费"体验 Seel以AI技术为核心驱动保障服务流程，从自动判责到智能定价、交易欺诈识别、秒级赔付处理，再到 全天候多语种客服支持，全面提升跨境售后处理效率。 Seel跨境延保服务采用API接口形式对接，商家可通过插件快速集成到独立站系统，无需开发投入，即 可实现保障服务的嵌入式上线。当前已全面支持Shopify、Shoplazza、Shopline等主流Saa ...

中欧（法国）跨境电商论坛已成功举办四届。历届活动吸引了淘宝全球购、天猫国际、抖音全球购等平 台，法国巴黎春天、北京王府井（600859）购物中心管理公司等行业代表，以及PINGPONG、法国邮 政、比利时邮政、菜鸟、法国乐天、法国乐售等参与，持续推动中法之间在跨境零售、物流支付、品牌 出海等维度的全链条合作。 本届论坛设置主旨演讲、圆桌论坛、参与式研讨、定向对接等多个环节，内容将聚焦行业最新政策导 向、品牌全球化路径、技术与数字化转型、AI在跨境领域的应用趋势等议题。主办方希望借助此次论 坛，为中法跨境电商从"联通"迈向"深融"提供平台支持，打造一个多边合作、务实落地、双向赋能的高 质量交流与合作新场域。 海外网法国电 第五届中欧（法国）跨境电商论坛将于当地时间6月25日在巴黎举办。本届论坛由中国 （杭州）跨境电子商务综合试验区、杭州市商务局、杭州市侨联、人民日报海外网、欧洲杭州联谊总会 （总商会）联合主办，新欧洲（法国）集团、人民日报海外网法国融媒体中心共同承办，中欧（法国） 跨境电商海外服务中心协办。论坛旨在推动中欧、中法跨境电商生态系统的深度融合与合作升级。 据欧洲杭州联谊总会会长、人民日报海外网法国融 ...

Group 1 - NBA China and Hello have announced a long-term strategic partnership, with Hello becoming the "official market partner of NBA China" [1] - The collaboration aims to break the boundaries between basketball and cycling, offering exclusive joint activities and benefits for users [1] - Hello will launch NBA-themed customized shared bicycles and conduct NBA-themed campus activities across universities in China, integrating cycling and basketball elements [1] Group 2 - This partnership marks an important step for Hello in its journey towards brand globalization and youth engagement, representing a deep integration of low-carbon travel and sports culture [1] - Hello has previously collaborated with luxury brand LOEWE, launching a limited edition golden customized bicycle and a "Golden Riding Challenge" [5] - The company is transitioning from a functional lifestyle platform to a brand that provides emotional value and advocacy for its users, with over 750 million registered users [6]

Group 1: Brand Development and Innovation - The core logic of brand building emphasizes that well-known consumer brands are driven by national identity and innovation, which are essential for high-quality development [3] - Companies like Master Kong and Yuanqi Forest focus on consumer-centric innovation, with Master Kong investing in health and safety through product quality and Yuanqi Forest maintaining double-digit growth in R&D investment [3][4] - The evolution of Chinese brands reflects market changes, transitioning from a "demand-driven" era to a "supply-driven" phase, necessitating a comprehensive product matrix and lifecycle management [4] Group 2: Globalization Strategies - As brands expand globally, understanding local market characteristics and adapting to diverse consumer needs is crucial for overcoming cultural barriers and enhancing brand value [5] - Master Kong employs a "three new" strategy focusing on new thinking, new lifestyles, and new value creation, with significant investments in food safety and international expansion [5] - Yili Group's success in Indonesia highlights the importance of respecting local preferences, leading to tailored products that resonate with regional consumers [6] Group 3: Market Trends and Consumer Behavior - The Chinese consumer goods market is undergoing structural changes, with market share increasingly concentrating among leading brands, shifting from cost-based internationalization to culture-driven branding [7] - Current brand breakthroughs are characterized by three main lines: large-scale brands leveraging supply chain barriers, top-tier brands focusing on high social value scenarios, and emerging "golden value corridor brands" targeting educated middle-class consumers [7] - The diverse paths taken by Chinese brands illustrate the notion that "brands make the world better," driven by innovation, product quality, and a global perspective [7]

Core Insights - The gaming and esports market is experiencing significant growth, particularly in regions like Riyadh, while Shenzhen remains a manufacturing hub for consumer electronics [1][2] - Cross-border e-commerce platforms like SHEIN are facilitating a surge in demand for consumer electronics, with search volumes in some overseas markets increasing by 40% this year [1] - Companies are investing heavily in research and development, with one Shenzhen-based gaming accessory brand allocating at least 10% of its sales revenue annually to innovation [1] Group 1 - The esports market is thriving, with strong consumer demand driven by young populations in overseas markets [1][2] - Seasonal promotions and events, such as Ramadan and back-to-school sales, are boosting sales for electronic products [2] - Brands are focusing on compliance and localized marketing strategies when choosing cross-border platforms to enhance their global presence [2][3] Group 2 - Cross-border e-commerce is accelerating the entry of new consumer electronics products and brands into international markets [3] - Shenzhen's electronic industry is not only dominant domestically but also possesses strong potential for global expansion [3] - The upcoming inaugural esports Olympic Games is expected to further stimulate growth in the esports industry [2]

品牌全球化的第一步，从放下 "中国模式卷全球" 的执念开始。 文 丨 陈晶 编辑 丨 管艺雯 当中国消费品走向海外开店，不仅要重构商业模式，可能还得破解玄学困境。 某天清晨，泰国旋转小火锅店的中国老板突然收到 20 名员工的集体辞职信，只因信奉佛教的主厨前夜 梦见恶鬼；在菲律宾，手握重金的洛阳咖啡店主苦寻两周发现，心仪商铺的房东已遁入空门，租约只能 告吹。 这是过去两年中国消费品牌集中去全球开店后，真实的生存切片。 它们一部分是被卷出去的。窄门餐眼统计，2024 年结束时，中国的茶饮门店总数下滑，一年减少 1.7 万 间，各大奶茶品牌纷纷出海。还有一部分是闯出去的。泡泡玛特 2024 年海外营收已占总额 45%，当国 内仍有 60% 的增长时，海外增长冲到了 440%；名创优品去年前三季度在海外比国内多开出了 175 家 店，增速达到历年最高。 在美国帮助中国品牌开店的 Lili Chen 说，2024 年她接待了 50 多家来美考察的中国企业，是过去三年 需求最爆发的一年。过去，大多数中国公司出海，是把国内极致性价比的供应链优势对外输出，卖便宜 商品；现在，它们想在全球售卖已在国内验证过的独特商品，对外输出 ...