智通财经APP获悉，根据香港联交所披露的文件，富达国际(FIL Limited)于9月23日以每股均价1港元增持艾德韦宣集团(09919)23.8万股股份，斥资23.8万港 元。增持后，富达国际最新持股数目为4491.6万股股份，持股比例升至6.03%。这已是该机构今年内第二次加码，显示其对这家大中华区领先的泛时尚品牌 营销企业的长期价值充满信心。 作为高端时尚品牌体验营销领域的龙头企业，艾德韦宣在2024年市场份额已达13.8%，并持续保持大中华区排名第一。集团现时已累计服务超过550家世界 知名品牌客户，当中包括卡地亚、香奈儿、迪奥、路易威登等著名高端时尚品牌、中高端汽车品牌以及中高端中国本地品牌等。 今年，艾德韦宣为路易威登打造的"非凡之旅"上海展览成为行业焦点。这座名为"路易号"的全球首创巨轮概念空间落址上海兴业太古汇，揭幕当晚汇聚了数 十位当红明星，成为今夏上海备受瞩目的时尚盛事。作为Louis Vuitton全新推出的重要品牌展览，"非凡之旅"由知名建筑团队OMA构思设计，ACTIVATION GROUP倾情打造，以旅行、工艺、时尚与创新四大主题为核心，深度呈现品牌深厚的多维传承。 在持续深化奢侈 ...

随着新一代年轻用户涌进汽车消费市场，个性化和差异化诉求促使主机厂不断开拓新的营销 思路和模式。而与同样充斥着热情与年轻气息的体育运动开展跨界营销，不失为一个精准又 有新意的方向。作为"新能源轻客第一品牌"，福田图雅诺也正在以独特的方式贴近年轻用 户，为品牌注入全新生机与活力。 这种合作不仅是简单的跨界，更是一种精神层面的深度融合。雷蒙在篮球场上展现出的拼 搏、坚韧和追求卓越的精神，与福田汽车"敢闯、敢试、敢赢"的企业文化高度契合。这种 精神共鸣能够引发消费者情感上的强烈认同，让消费者在潜意识里将福田图雅诺与积极向上 的体育精神联系在一起。当消费者在选择车辆时，这种情感认同就可能转化为实际的购买行 为，从而有效促进产品的销售。 实力过硬 雷蒙为福田图雅诺品质背书 为迎合更多新生代用户，福田图雅诺从产品布局开始，年轻化就贯穿于产品研发设计、产品 制造、产品销售、产品服务的全价值链。 以此次活动展出的图雅诺X5和风景i为例，均为旗下"年轻化"代表车型。这两款轻客具有品 质卓越、可靠性高等多方面优势。图雅诺X5凭借其智慧美学设计，为全场景客运升级注入 新动力，从而重铸轻客市场的价值标杆。风景i则以其超凡的续航能力、无 ...

酒行业丨市场观察 本周看点： -"硬汉精英"退场，白酒代言人焕新； -高端啤酒"战场"生变：华润、青啤、燕京集体"围剿"百威； -宴席市场成业绩突围"新战场"？ 行业环境 1."硬汉精英"退场，白酒代言人焕新 关键词 ： 白酒代言人,年轻艺人,营销方式,价值主张,生活方式 概要 ： 近年来，白酒行业代言人策略发生显著变化，从过去偏好中年男性代言人转向年轻 化、多元化的明星艺人，如邓紫棋、张艺兴、黄渤、徐志胜等。这一转变反映了白酒品牌从传 统厚重形象向年轻化、生活化转型的趋势，旨在通过"社交货币"而非"权威背书"吸引新生代消 费者。代言人不仅是流量入口，更是品牌与消费者情感连接的桥梁，帮助白酒企业从"卖酒"转 向"卖生活方式"。同时，营销逻辑也从渠道驱动转向消费者驱动，注重社群互动和用户共创， 以增强品牌认同。这一系列变化标志着白酒行业正加速适应消费者主权时代，寻求与年轻群体 的深度共鸣。 2.光瓶酒冷热分化：牛栏山等失意，玻汾"封神"？ 关键词 ： 光瓶酒市场,消费升级,行业洗牌,高线光瓶酒,理性消费 概要 ： 光瓶酒市场呈现"冰火两重天"态势：传统品牌如牛栏山因低价竞争导致营收利润大幅下 滑，而汾酒玻汾等产 ...

9月16日，2028年洛杉矶奥运会主席凯西·瓦瑟曼表示，目前洛杉矶奥运会招揽了本田汽车、耐克、欧米茄等24个合作伙伴，赞助收入已超过2024年巴黎奥 运会的14.48亿美元（约合人民币103.96亿元），并提前3年达到现代奥运历史第二高的水平，但距离目标25亿美元（约合人民币178.3亿元）还有一定差 距，所以他们把目光望向了咖啡品类巨头星巴克。 近日，星巴克宣布将成为洛杉矶奥运会、残奥会及美国队的官方咖啡合作伙伴。星巴克将在诸多方面参与其中。在奥运村和残奥村，星巴克计划提供一个 专门设计的咖啡馆，为参赛的数千名运动员提供星巴克咖啡。除此之外，星巴克还将在比赛场馆、志愿者中心和许多其他地方扩展咖啡体验——为奥运会 和残奥会运动员、粉丝和观众提供咖啡。 近些年，作为咖啡界传奇的星巴克，没有像传统企业那样铺天盖地大势营销，它很少在媒体杂志上宣传。一直低调营销的星巴克，为何也意欲赞助奥运会 这样的大型国际赛事。奥运会是全球的盛会，如果能借用好这样的机会，星巴克的品牌将更加深入人心，影响力也将达到一个新的台阶。 01 从尤尼克斯到奥运会 星巴克的体育跨界之路 星巴克与体育的渊源，早在创始人霍华德·舒尔茨的青年时代便已 ...

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The white liquor industry is undergoing a significant transformation with a shift towards younger and more diverse brand ambassadors, moving from traditional middle-aged male figures to younger celebrities to connect with new generations of consumers [2] - The high-end beer market is experiencing a competitive shift, with local brands like China Resources and Qingdao Beer gaining ground against international players like Budweiser [4] - The banquet market is emerging as a new battleground for revenue growth, with several liquor companies reporting double-digit growth in this segment [5] - The direct sales revenue of eight listed liquor companies exceeded 640 billion yuan in the first half of the year, with Moutai and Wuliangye leading the market [6] - The low-alcohol product segment is rapidly growing, with expectations to surpass 742 billion yuan by 2025, driven by changing consumer preferences [8] Summary by Sections Industry Trends - The white liquor industry is shifting towards younger brand ambassadors, reflecting a broader trend of appealing to younger consumers through lifestyle marketing [2] - The light bottle liquor market is experiencing a split, with traditional brands struggling while high-quality products like Guojiao are in high demand [2] - The high-end beer market is seeing local brands outperform international ones, with China Resources surpassing Budweiser in revenue [4] - The banquet market is becoming a key area for growth as companies adapt to changing consumer behaviors [5] - The direct sales model is gaining traction, with significant revenue growth reported by leading companies [6] - The low-alcohol segment is expected to grow rapidly, indicating a shift in consumer preferences towards lighter beverages [8] Top Brand News - Songhe Liquor is enhancing its quality strategy and aims for long-term growth through a focus on aged products [10] - The launch of "Dazhen·Zhenjiu" marks a significant entry into the high-end liquor market, leveraging a strong sales strategy [11] - Gujing Gongjiu is integrating cultural elements into consumer experiences to enhance brand engagement [13] - The "UMEET" blueberry distilled liquor targets younger consumers by combining health and quality [20] - The collaboration between Huajun Media and Bojiangfang aims to reshape the market for sauce-flavored liquor through strategic marketing [19]

Summary of Hisense Home Appliances Conference Call Company Overview - **Company**: Hisense Home Appliances - **Date**: Q3 2025 Key Points Industry and Market Performance - **White Goods Business**: Accelerated growth in Q3 compared to Q2, with improvements in HVAC, compressors, and washing machines. New air conditioning installations increased by over 50% [2][9] - **Domestic Market**: Intense competition; Hisense is launching high-end products and cost-effective models to enhance competitiveness while reducing SKU to improve product focus [2][5] - **Export Market**: Significant growth driver, with 60% of the processing segment's revenue from exports. The washing machine segment's export sales are nearly half, with rising profit margins aimed to match domestic levels in 2-3 years [2][8] Financial Performance - **Q3 Performance**: Steady domestic sales with HVAC demand spiking in July due to weather, leading to a recovery in refrigerator sales from a slight decline in Q2 to positive growth in Q3. Japanese subsidiary revenue grew approximately 10% in Q2, with expectations of 3-4% growth in H2 [3][9] - **Profit Margins**: While competition has eased slightly, increased costs in online and lower-tier channels may impact overall profit margins [10][11] Strategic Initiatives - **Response to Tariffs**: Gradual relocation of production lines to Mexico and ASEAN to mitigate North American tariff impacts, alongside efficiency improvements in manufacturing [4][28] - **Product Strategy**: Focus on high-end products and innovative designs, such as integrated refrigerators and zone washing machines, to drive sustainable growth beyond subsidies [5][7][8] Future Outlook - **Q4 Expectations**: Anticipated greater pressure in Q4 due to high baseline from last year's subsidy rollout. The company is preparing for a competitive environment regardless of subsidy availability [6][8] - **Long-term Growth**: Aiming for mid-single-digit revenue growth in 2026, with a focus on both traditional and new energy vehicle markets [26] Market Expansion - **Emerging Markets**: High growth potential in regions like Middle East, ASEAN, and Latin America, with expected growth rates of 10-20% [2][20][22] - **Brand Strategy**: Emphasis on building brand presence through sports marketing in Europe, achieving the highest market share in refrigerators [2][20][21] Challenges and Risks - **Competitive Landscape**: Ongoing intense competition in the domestic market, with expectations of continued price wars [8][10] - **Currency Fluctuations**: Minimal impact from currency fluctuations due to neutral exchange management strategies [30] Employee Incentives - **Stock Incentives**: Plans to introduce a new stock incentive scheme to motivate employees, alongside considerations for increasing dividend payouts [32][33] Conclusion Hisense Home Appliances is navigating a competitive landscape with strategic initiatives focused on product innovation, market expansion, and operational efficiency to drive growth and profitability in both domestic and international markets.

十月金秋将至，伴随着英超联赛的火热进行，作为曼联官方全球床垫与沙发产品合作伙伴，MLILY梦 百合重磅宣布开启一年一度的曼联季活动。相比往年，MLILY梦百合今年的曼联季活动将力度更大、 范围更广、形式更新，力求通过曼联这一国际化IP，在充分促进中外足球文化交流的同时，将科学睡眠 理念与优质产品带给更广泛的用户与球迷，为用户打造多方位的0压生活体验。 亮点一：发布全新品牌大片，彰显品牌国际化高度 近日，MLILY梦百合官宣发布与曼联合作的新赛季品牌大片，标志着本届曼联季活动的盛大启幕。该 品牌大片邀请曼联球星卢克·肖、布鲁诺·费尔南德斯、本杰明·塞斯科共同出镜，通过球星日常训练与赛 后休憩的真实场景，展现梦百合0压床垫如何通过多层材质结构及非温感®0压绵实现运动散热、静音承 托、分散压力等效果，进而发挥体能恢复的作用，帮助运动员提升竞技表现。 通过该品牌大片，MLILY梦百合不仅向更多消费者普及科学的睡眠观念，更彰显了梦百合以国际化视 野，与世界顶级体育IP深度绑定、共同定义高品质睡眠标杆的战略体现。 亮点二：邀约曼联传奇球星空降7城，构建全国互动网络 今年，MLILY梦百合曼联季实现了一次重要的升级：从往年 ...

Core Viewpoint - The 2025-2026 Sichuan Urban Football League (referred to as "Chuan Super") is set to kick off on September 20, 2025, with significant engagement from local brands, particularly Shede Liquor, which aims to leverage the event for brand exposure and consumer interaction [1][2]. Group 1: Event Overview - The opening match tickets sold out within seconds, and related topics on Douyin have garnered over 230 million views, indicating a strong public interest in the event [1]. - The league will feature 28 rounds and a total of 162 matches, with Shede Liquor's brand prominently displayed throughout the season [2]. Group 2: Brand Engagement Strategy - Shede Liquor is not just a sponsor but aims to become a co-builder of the event atmosphere and a promoter of regional football culture [6]. - The brand will launch a series of interactive activities, including "Open Bottle of Tuo Pai to Watch Chuan Super," where fans can receive free samples and participate in various promotions at partner venues [4][6]. Group 3: Local Market Focus - By sponsoring the local team "Suining Shede Gan," Shede Liquor is deepening its connection with the local market and enhancing brand visibility through continuous exposure during training and matches [7][10]. - The branding strategy aligns with the local spirit of "daring to think and act," which resonates with the community and enhances the cultural significance of the brand [9][11]. Group 4: Marketing Impact - The partnership with the Chuan Super league is part of Shede Liquor's broader strategy to enhance consumer engagement and drive sales through sports marketing [12]. - The initiative aims to transform the excitement of the league into consumer enthusiasm, thereby boosting brand recognition and sales in the local market [12].

Core Insights - The company sponsors six top FIFA teams and is projected to see a revenue boost of $1.3 billion due to increased visibility from the World Cup [1] Company Impact - Sponsorship of six top FIFA teams positions the company to leverage significant marketing opportunities during the World Cup [1] - The anticipated revenue increase of $1.3 billion highlights the financial benefits associated with high-profile sports sponsorships [1] Industry Context - The World Cup serves as a major platform for brands to enhance visibility and drive revenue through strategic sponsorships [1] - Companies involved in sports sponsorships can expect substantial returns on investment during global sporting events like the World Cup [1]

Core Viewpoint - The well-known sports brand Peak has been reported to implement salary reductions across the board, with claims of reductions reaching up to 50%, although the company has not publicly responded to the situation [1]. Group 1: Salary Adjustments - Peak held a meeting to address the salary reduction rumors, with the chairman stating that the claims of a company-wide salary cut are false [2]. - Salary adjustments primarily affect loss-making departments and high-salary positions, with reductions of about 50% for employees in loss-making sectors, while salaries below 3000 yuan are supplemented to that amount [2]. - The overall salary reduction across the company is less than 10%, and performance-related pay will still be retained [2]. Group 2: Financial Performance - Peak reported a cumulative loss of over 130 million yuan in the first seven months of the year, which is a key reason for the salary adjustments [2]. - Despite the salary adjustments, employees have indicated that there are no signs of cash flow issues within the company [3]. Group 3: Sales and Market Position - Peak's sales on a single e-commerce platform in the last 30 days were approximately 25 to 50 million yuan [3]. - The company aims for its overseas sales to exceed 10 billion yuan and domestic sales to reach 20 billion yuan as part of its ten-year plan [3]. - Peak has been active in sports marketing and philanthropy, sponsoring 11 national teams for the Paris Olympics and donating 100 million yuan to a charity organization [3].