21热点观察室 丨 刘雪莹 泡泡玛特卖珠宝，同样火爆！ 最近，泡泡玛特宣布，其珠宝品牌popop北京首店正式营业。不久前 popop 全球首店已在上海港汇恒隆广场开业。 据观察，该店一小时内成交了十余单，客单价普遍超过400元， 店内的绿色包装盒甚至出现缺货 ，店员紧急调取了一批。 最贵单品近2万元， 溢价明显 据悉，popop产品售价多位于 319元—2699元 区间，仅少数款式破千元。 北京门店内最贵产品是一条纯金项链，售价达 1.98万元， 整体货重9.04g，金重8.65g。此外还有一条售价1.08万元的手链。店员介绍，两款产 品单价较高，是因为采用18k纯金打造，中间串着的为天然珍珠。 据新浪科技报道，目前北京门店货量充足，但 LABUBU、Hirono、MOLLY 这三个爆款系列已经出现断货，尤其是LABUBU手链即将售罄。 图 / 新浪科技 Hirono柜台上，项链和刻有Hirono头像的手镯是该IP卖得最好的两个产品， "库存快消耗完了。" 店员说道。 图 / 新浪科技 图 / 新浪科技 而店内其他饰品材质多为 S925银 ，黄金饰品也仅是表层镀金，内部仍是S925银。与饰品一同串联的也非天然 ...

毛戈平美妆创始人毛戈平分享了《毛戈平品牌的美学历程》。在CPE源峰董事总经理厉蕙蕙主持的《国 货美妆，如何演绎中国之美》的圆桌论坛上，美丽田园首席执行官连松泳、银泰商业董事长陈晓东、 WBA亚洲总裁钟立、上美董秘廉明等几位嘉宾寄语行业发展，强调携手推动国货品牌健康发展，期待 中国时尚走向全球舞台中央。 来源：千龙网 2025年6月13日，中国时尚产业盛典投资峰会在上海成功举办。9场主题演讲、36位行业领袖、5场圆桌 对话、14个创新项目、32位省市文旅代表、近200位专业投资者、参与基金总规模超千亿，超过20次投 资意向对接，为上海市静安区对接首店首发意向合作5个。 通过大量消费者调研，"中国时尚"的定义正在形成共识：它既植根于悠久的传统文化和家国情怀，承载 着中国的精神哲学和文化内核。峰会开场，由贝恩全球资深合伙人邓旻发布《中国时尚消费发展报告》 并进行精彩解读，还发布了"中国时尚"消费的八大关键趋势。上海市静安区副区长胡勇作区情介绍，静 安，是上海最繁荣繁华、最具海派韵味的标志性区域，也是上海国际化程度最高的城区之一。CPE源峰 文旅合伙人兼赤坎景区董事长胡兵进行了《文旅融合创新的思考》的主旨演讲。他提出 ...

Group 1 - Beijing Institute of Fashion Technology (BIFT) is the first public fashion university in China, established in 1987, and transformed from a polytechnic to an art institution in 2019, focusing on a unique educational approach that integrates art and engineering [1] - BIFT has developed a comprehensive talent training system that aligns with the entire fashion industry chain, contributing significantly to the development of the capital city [1] - The school emphasizes collaboration with local governments and enterprises to foster innovation and meet industry demands, thereby enhancing the fashion industry's talent pool [1] Group 2 - The Zhangjiawan Fashion Festival, themed "Fashion Lights Up the City, Art Empowers Life," marks BIFT's debut at its new campus in Tongzhou, showcasing a vision of integrating fashion with urban development [3] - The festival features immersive fashion experiences, including interactive installations and AR fitting screens, allowing citizens to engage with fashion in a hands-on manner [3][5] - Public art installations, such as a giant "fiber sculpture," have become new cultural symbols, attracting approximately 3,000 visitors daily and boosting local retail and dining by 20% [5] Group 3 - The festival includes a "100 Enterprises Enter Schools to Promote Employment" initiative, where companies seek versatile talents who can navigate both traditional and digital design tools [6] - A series of community engagement activities, such as the "Fashion Blue Carpet" event, allows for cultural dialogue and showcases the integration of traditional craftsmanship with modern design [8][11] - The event has successfully attracted 27,000 offline participants and 100,000 online interactions, with sales reaching 98,000 yuan, while establishing partnerships between 32 companies and BIFT [12] Group 4 - BIFT's initiatives reflect a commitment to design for the public good, linking cultural heritage, industry advancement, and community improvement [12] - The festival serves as a platform for showcasing the potential of fashion education to contribute to urban development, emphasizing the importance of integrating design with societal needs [12]

新华社银川6月15日电题：中国非遗与国际时尚品牌"双向奔赴" 新华社记者田颖、房宁、马思嘉 当中国顶级景泰蓝工艺融入国际奢牌首饰，当自唐朝流传至今的绒花成为大牌针织帽上最独特的装饰，当竹编与榫卯结构巧妙嵌入奢侈品手 袋……这是一场中国非遗与国际时尚品牌的"双向奔赴"。 今年，中国工艺美术大师、国家级非遗景泰蓝制作技艺代表性传承人熊松涛接到一笔特殊的合作订单——为西班牙品牌罗意威设计制作蛇年主题 的景泰蓝挂坠及手袋装饰。 景泰蓝是中国特有的珐琅工艺，需在金属胎面上完成掐丝、点蓝、打磨、电镀等工序。用硅酸盐颜料制成的景泰蓝经过高温烧制后千年不朽，故 宫所藏景泰蓝色泽至今依然华丽浓郁。 意大利奢侈品牌芬迪在北京举办展览时，与彝族手工艺人携手，将中国国家级非遗彝族刺绣和银饰工艺融入其标志性法棍包。法国时尚品牌迪奥 在巴黎2024春夏男装秀的帽饰设计中，采用了非遗绒花元素，将丝绸织成花朵。意大利品牌万莱斯特与中国竹编手艺传承人钱利淮合作，打造了 一款限量版手袋，巧妙融入了竹编镶嵌工艺，且锁扣处汲取中式榫卯结构的巧思，运用了竹丝镶嵌技术…… "中国数千年的文化积淀赋予我们文化产品生产和塑造的优势，而国际时尚品牌在文化产品 ...

中国发展网讯 在刚刚落幕的抖音非遗嘉年华活动现场，一众走秀单品中，刺绣技艺备受关注。一双名 为"多彩凤"的绣花鞋引起现场观众赞叹，这正是"滇韵"鞋类旗舰店的明星单品，已在抖音电商平台上已 售出5.1万双。"销量重心彻底转移了，抖音平台现在贡献了我们七成以上的销售额。"该店创始人曾永 国感慨道，数字平台正成为非遗产品连接大众的关键桥梁。 2012年，"滇韵"品牌应运而生。"滇"字烙印着云南的基因，"韵"字则承载着对传统美学神韵的执着守 护。曾永国认为，唯有将古老的手工价值体系与当代商业逻辑深度结合，这门承载着时光的老手艺才能 在新时代的洪流中生生不息。 设计师的责任与追寻 与滇韵的传统根基不同，faytobe的创立源于谢龙驹的使命感与职业追求。作为科班出身的服装设计师， 谢龙驹曾在知名鞋业集团深度历练，三年的体系化经验加上两年创业公司的实战打磨，让他深度了解了 鞋业。然而，对自主创作与文化表达的渴望最终引领他独立创业。2019年底，faytobe品牌诞生。"人在 途中，人在时空"这句钟爱的歌词不仅是品牌的Slogan，更成为faytobe的精神内核。谢龙驹希望打造陪 伴用户经历人生重要时刻的鞋履，传递温暖、自由 ...

6月13日，港股市场低开震荡，金饰、盲盒、文旅、餐饮等大消费方向涨势居前。港股消费指数成分股 中，周大福涨超9%，思摩尔国际、农夫山泉、同程旅行、泡泡玛特仍逆势上涨。港股消费ETF （159735）过去10个交易日日均成交额超7200万元，市场热度较高。 消息面上，6月12日，首届中国时尚产业盛典在沪揭幕。中国文化传媒集团时尚研究院同时发布其组织 编撰的《中国时尚消费发展报告》。报告显示，当前中国时尚消费市场规模预计达2万亿—3万亿元，正 成为推动消费升级的重要引擎。"中国时尚"呈现出三大显著趋势：从少数人的爱好变成大众潮流；从单 一品类扩展到多元领域；从外在装饰转向生活方式引领。 港股消费ETF（159735）跟踪港股消费指数，是"更新的消费"，相较A股消费以白酒高端消费为主，港 股消费板块中电商、消费电子、新能源车、餐饮、旅游、文娱传媒、国潮服装等新型消费比例更高，服 务消费和大众消费占比也更高，或更能充分反映本轮大力提振消费政策驱动下的消费景气复苏。 国信证券表示，当前消费板块的投资价值正在逐步显现，尤其是在全球经济环境复杂多变的背景下，消 费内需成为重要的增长支撑。从产业趋势来看，消费板块呈现出"微笑 ...

Core Insights - Inditex, the owner of Zara, is expanding its low-cost brand Lefties to counter competition from Shein and Temu, aiming to reclaim market share in the budget segment [1][4][5] - The CEO of Inditex confirmed that Lefties is currently operating in 18 countries, primarily in Spain and Portugal, with plans for further expansion based on positive customer feedback [1][5] - Inditex has increased prices for its core brand Zara to protect profit margins from inflation, but is now looking to lower prices to regain lost ground in the low-cost market [1][4] Company Strategy - Lefties, originally an outlet brand for Zara, has seen its sales double over the past five years, reaching nearly 600 million euros in the 2023-2024 fiscal year [6] - Inditex's overall revenue for the last fiscal year was 38.632 billion euros, with a net income of 5.87 billion euros, indicating a strong financial position compared to competitors [6] - The company is investing nearly 1.8 billion euros in logistics centers in Spain and the Netherlands to enhance its distribution capabilities [12] Competitive Landscape - Lefties employs a social media marketing strategy similar to Shein, targeting younger consumers through influencers, contrasting with Zara's focus on high-end fashion aesthetics [4][12] - The competition between Inditex and Shein represents a shift in the fast fashion landscape, with Shein's model of rapid production and low pricing challenging traditional brands [11][12] - Inditex's management is also focusing on elevating Zara's brand image by introducing higher-end fashion items to attract consumers from the premium market [11][12] Market Dynamics - Shein's business model relies on a vast network of third-party manufacturers, allowing it to quickly adapt to consumer preferences and minimize unsold inventory [12][13] - The changing tariff environment poses challenges for Shein and similar brands, while Inditex benefits from a more established market presence, with approximately 65% of its sales coming from Europe [12][15] - The rise of e-commerce and the shift towards "faster fashion" have forced traditional fast fashion brands to adapt their strategies to remain competitive [11][12]

Core Insights - The 2025 China Fashion Industry Gala, themed "Fashion China, Glory of the East," was inaugurated in Shanghai, guided by the Ministry of Culture and Tourism of China and the Shanghai Municipal Government [1] - The event featured the release of the "China Fashion Consumption Development Report," which analyzed consumer fashion concepts, preferences, and habits across different demographics, revealing a comprehensive view of "Chinese fashion" consumption [3] Industry Overview - The report indicates that the "Chinese fashion" consumption market is projected to reach between 2 trillion to 3 trillion yuan, becoming a significant driver of consumption upgrades [3] - Key trends in "Chinese fashion" consumption include the transition from niche interests to mainstream trends, diversification from single categories to multiple fields, and a shift from mere decoration to lifestyle leadership [3] - Eight highlights of "Chinese fashion" consumption were identified: integrated development across the entire industry chain, breakthrough innovations, regional collaborative effects, technology empowering fashion, revitalization of intangible cultural heritage, regional characteristics becoming mainstream, domestic brands going global, and cross-industry collaborations [3] Emerging Opportunities - The Chinese fashion industry has shown robust growth in traditional sectors like apparel, beauty, and home decor, while also exploring new dimensions such as technology integration, cultural empowerment, and sustainable development [5] - The gala will host a fashion industry investment conference, bringing together representatives from various sectors including culture and tourism, beauty, real estate, apparel, and fast-moving consumer goods, along with over 150 financial institution investors [5]

Global Market Overview - The global hiking shoe market is experiencing steady growth, driven by increasing health awareness and the popularity of outdoor activities. The market size is projected to reach $20.94 billion by 2025 and $26.73 billion by 2033, with a compound annual growth rate (CAGR) of approximately 3.1% during the forecast period [1]. North America Market - North America is currently the largest regional market, accounting for 40% of the global market share. The U.S. is the primary market, with a projected market size of $6.12 billion in 2024, expected to grow to $8.63 billion by 2033, reflecting a CAGR of about 3.9%, which is higher than the North American average growth rate [1]. - The extensive outdoor culture in North America, particularly in the U.S. and Canada, is a key driver of market growth, with hiking, trekking, and camping becoming integral to the lifestyle of the middle and high-income groups [1]. Europe Market - The European hiking shoe market is projected to reach approximately $5.94 billion in 2024, representing 30% of the global market share. The market is driven by a strong outdoor culture, especially in countries like Germany, Switzerland, and Austria, where hiking is considered an important part of family leisure and health [3]. - European consumers have higher demands for product performance and sustainability, favoring brands that use renewable materials and have transparent carbon footprints [3]. Asia-Pacific Market - The Asia-Pacific region, while only holding a 23% share of the global hiking shoe market, is the fastest-growing regional market. The market size is expected to reach approximately $4.67 billion in 2024 and grow to $6.79 billion by 2031, with a CAGR of about 5.5% [3]. - The rapid growth of the urban middle class, increased health awareness, and the popularity of "light outdoor" lifestyles are the main drivers of market growth in this region. Consumers prioritize shoe aesthetics, comfort, and brand social attributes, particularly among younger demographics [3]. Latin America Market - Latin America accounts for only 5% of the global hiking shoe market, but its future growth potential is significant due to economic stabilization, increased urbanization, and a rise in outdoor tourism activities. Consumers in this region are price-sensitive but are also raising their expectations for functionality and comfort in hiking shoes [4]. Consumer Trends - Functionality and Comfort: Approximately 70% of consumers globally prioritize comfort and functionality in hiking shoes, especially for prolonged outdoor activities and extreme environments [6]. - Sustainability and Environmental Awareness: In Europe and North America, sustainability is a crucial factor in consumer choices, with about 60% of European consumers and 50% of North American consumers considering sustainable practices when selecting hiking shoes [6]. - Fashion and Design: Hiking shoes are increasingly viewed as fashion items, particularly in the Asia-Pacific region, where consumers demand higher aesthetic standards. The "Gorpcore" trend is particularly popular among young people in Asia [6]. - Price and Value: While high-end brands dominate the market, consumers are becoming more price-sensitive, especially in emerging markets like Asia and Latin America, where about 45% of Asian consumers prioritize value for money when purchasing hiking shoes [7]. - Specialization: As outdoor activities become more specialized, consumers are seeking shoes tailored for specific activities like climbing and trekking, prompting brands to innovate in technical performance and design [7]. Challenges in Market Expansion - Cultural Differences and Consumer Preferences: There are significant differences in consumer preferences across regions, necessitating tailored products that align with local climates, hiking habits, and trends [9]. - Environmental Regulations and Sustainability: Stricter environmental regulations in various countries, particularly in Europe, impose higher standards for product recyclability and production processes, impacting manufacturing practices [9]. - Brand Recognition and Market Competition: In emerging markets, 68% of consumers tend to trust local or established international brands, presenting challenges for new brands that require time to build recognition and competitive advantages [9].

Group 1 - The company has adjusted the total investment for the Shanghai Industrial Park expansion project from 1.006 billion to 1.5 billion yuan due to project plan adjustments and increased investment scale [1][2] - The total construction area of the project has expanded from 172,267.36 square meters to 220,873.29 square meters, reflecting an increase in underground parking, equipment rooms, and storage space [2] - The project is located in the Wu Jing Town, which focuses on "technology + fashion" industries, enhancing the company's ability to collaborate and share resources within an industrial cluster [3] Group 2 - The project is adjacent to the Shanghai Metro Line 15, improving transportation and commercial infrastructure, which is expected to enhance the area's value [3] - The construction will be funded through self-raised funds, ensuring that it does not significantly impact the company's normal operating capital [3] - Successful implementation of the project is anticipated to enhance the company's overall competitiveness and profitability [3]