波司登选择在巴黎时装周期间发布泡芙系列，展现了中国品牌走向世界的从容姿态。不同于刻意的高端 叙事，这场发布更聚焦于当代消费者追求的自在生活态度——羽绒服早已不仅是保暖工具，更是表达自 我、享受生活的时尚载体。 （编辑 张明富） 本报讯 （记者李春莲）近日，中国羽绒服行业领军品牌波司登携泡芙系列，在巴黎时装周期间全新亮 相，同步接入天猫超级时装发布IP矩阵，以线下时装秀及线上云秀场的双场景模式，开启羽绒服"轻盈 的温暖进化"。这场发布既是对羽绒服轻暖质感的一次成功探索，更是其品牌全球化进程中颇具意义的 一站。深耕羽绒服领域49年的波司登，正以持续的创新实践，在专业保暖基础上拓展时尚表达，为全球 多元生活场景注入温暖力量。 泡芙系列最令人印象深刻的，是它对传统羽绒服厚重臃肿刻板印象的打破。外观上，建筑般挺括的廓形 藏着立体剪裁与层叠走线的精妙，新古典主义宫廷立领经现代简化，腰线与袖口如罗马柱般的收束处 理，勾勒出利落兼具仪式感的线条。视觉上的饱满分量与触手可及的蓬松柔软形成奇妙反差，这背后是 波司登在羽绒服结构、充绒工艺与面料研发领域多年的深耕细作。 ...

Group 1 - The event "Rongmei Linkage to Expand 'Rongmei Manufacturing' Global New Market" was held in Meishan, aimed at promoting the digital and international transformation of local industries in Chengdu, Deyang, Meishan, and Ziyang [1][3] - The event invited representatives from cross-border e-commerce platforms, service companies, sellers, and industry associations to discuss new opportunities for "Meishan Manufacturing" in overseas markets, providing valuable experience sharing and resource linking for local manufacturing and foreign trade enterprises [3][4] - The trend of globalization and the booming e-commerce industry have made brand globalization and factory transformation important trends in the manufacturing sector [3] Group 2 - Walmart's global e-commerce has become a key partner for emerging brands to reach the international stage, emphasizing the need for sellers to select products that align with market demands based on sales data [4] - The increasing interest of overseas consumers in high-quality, unique, and cost-effective products from China presents a strategic opportunity for cross-border trade, particularly through the "reverse shopping" model [4][5] - The Chengdu Municipal Bureau of Commerce plans to focus on the growing overseas demand from enterprises in Chengdu and Meishan, aiming to enhance regional collaboration and improve supply-demand matching [5]

Core Insights - The 2025 "Global POD Ecosystem+" Cross-Border E-commerce Trend Selection Conference commenced in Shenzhen, focusing on various aspects of cross-border e-commerce, including trend analysis, brand globalization, platform empowerment, and POD customization [1][3] - The event attracted over 5,000 attendees from various sectors, including e-commerce platforms, sellers, manufacturers, service providers, and academic institutions, highlighting the growing interest in cross-border e-commerce opportunities [3][5] Group 1: Event Highlights - The conference featured dedicated sessions for independent sites and TikTok Shop, facilitating resource matching and enhancing interaction among participants [1][5] - The exhibition area received positive feedback from attendees, with many expressing satisfaction with the insights gained and the networking opportunities available [7] Group 2: Market Trends - According to customs data, China's cross-border e-commerce exports are projected to reach approximately 21.5 trillion yuan in 2024, marking a 16.9% year-on-year increase, with major export destinations including the United States, the United Kingdom, and Germany [9] - The export of consumer goods constitutes 97.5% of total exports, with key categories including apparel, digital products, and home appliances [9] Group 3: Industry Perspectives - The CEO of Mido Technology emphasized the importance of digitalization and AI in driving the next phase of globalization, stating that the focus will shift from merely selling products to enhancing customer experience and brand loyalty [10] - A new research perspective highlighted the significance of storytelling and cultural resonance in promoting Chinese brands abroad, suggesting that understanding and trust are crucial for successful international expansion [12] Group 4: Future Directions - The emergence of POD (Print on Demand) as a key trend in cross-border e-commerce was discussed, indicating a shift towards customization across various product categories, including furniture and digital accessories [14] - The integration of POD with platforms like TikTok Shop and Amazon is seen as a new phenomenon that could reshape the landscape of cross-border e-commerce [14]

Group 1 - The 2025 "Global POD Ecosystem + Cross-Border E-commerce Trend Selection Conference" was held in Shenzhen from September 19, organized by Miduo Technology [1] - CEO of Miduo Technology, Deng Hai, emphasized that digitalization and new globalization driven by digital technology present significant opportunities [1] - Deng Hai outlined the evolution of China's cross-border e-commerce in three stages: the "Wild Era" focused on "selling out," the "Chaotic Era" with intensified competition, and the current "Awakening Era" aimed at "brand globalization" [1] Group 2 - According to data from the General Administration of Customs, China's cross-border e-commerce export value is projected to reach approximately 2.15 trillion yuan in 2024, representing a year-on-year growth of 16.9% and accounting for 8.5% of total goods trade exports [1] - Major export destinations include the United States, the United Kingdom, and Germany, with consumer goods dominating exports across categories such as apparel, digital products, and home appliances [1] - The report highlighted that the sources of goods remain concentrated in coastal provinces such as Guangdong, Zhejiang, and Fujian [1] Group 3 - The founder of Global Custom Network, Liu Hong, released the "2025 Global POD Customization Trends Report" during the conference [2] - POD (Print on Demand) is expanding its categories and application scenarios, extending from clothing and footwear to home goods, jewelry, pet supplies, and digital accessories [2] - The integration of POD into various channels such as TikTok Shop, Amazon, Temu, and independent sites has garnered significant attention during the conference [2]

Group 1 - The conference theme "Towards the Far, the Deep, and the Integrated" reflects the new paradigm of brand development in the post-pandemic era, emphasizing the transformation of global economic relations and brand strategies [1][6] - "Towards the Far" signifies a global perspective and long-term vision for brands, focusing on sustainable growth and mutually beneficial cooperation in a complex international environment [4][6] - "Towards the Deep" highlights the importance of core brand development, emphasizing product strength, supply chain resilience, and corporate culture as essential for competitive advantage [4][6] Group 2 - "Towards the Integrated" represents a trend of fusion and collaboration, where digital technology and the real economy merge, promoting sustainable development and local innovation [4][5] - The shift from a unipolar to a multipolar globalization model is evident, with brands engaging in deep cooperation and bilateral interactions based on shared interests [6][8] - Sustainability has transitioned from a bonus to a hard standard for market entry, with environmental, social, and governance factors becoming core competitive advantages for brands [6][7] Group 3 - Technology is identified as a key driver of brand innovation, with trust being a foundational element, as transparency and compliance enhance brand credibility [7][8] - The successful integration of traditional brands with modern cultural narratives signifies a rise in cultural confidence and brand storytelling capabilities [7][8] - The establishment of think tanks and platforms is crucial for providing decision-making support and fostering high-level cooperation in uncertain environments [7][8] Group 4 - The conference provided a high-level international dialogue platform, showcasing practical case studies that offer clear roadmaps and collaboration opportunities for global brands, particularly Chinese brands [8][9] - Chinese brands are encouraged to move beyond "cost-performance" labels to embrace "value innovation," focusing on compliance and localization as critical strategies for international expansion [8][9] - The path to global brand development is fraught with challenges, including geopolitical risks and trade protectionism, necessitating a balance between global vision and local insight [8][9]

Core Viewpoint - The fate of German sports brand Puma is at a crossroads, with speculation surrounding the potential sale of its 29% stake held by Artémis, as indicated by François-Henri Pinault, chairman of Artémis [1][2][3] Group 1: Artémis and Puma's Stake - Artémis, the investment platform of the Pinault family, is considering selling its 29% stake in Puma, which has been a long-term strategic investment since the 2018 spin-off from Kering [2][3] - The current market undervaluation of Puma's stock has led to a cautious approach from Artémis, indicating that now is not the right time for a sale [1][3][4] - As of September 10, 2023, the value of Artémis's stake in Puma is approximately €812 million (around 6.8 billion RMB) [3] Group 2: Market Dynamics and Potential Buyers - The global sports market is dominated by Nike and Adidas, making Puma an attractive acquisition target due to its historical significance and distribution network [1][5][9] - Potential buyers include Chinese brands Anta and Li Ning, both of which are looking to expand their international presence [7][9] - Anta has been actively pursuing a multi-brand global strategy, while Li Ning aims to leverage its "Guochao" positioning for international growth [8][9] Group 3: Financial Performance - Puma reported revenues of €8.817 billion and a net profit of €282 million for the year 2024 [6] - Both Anta and Li Ning have substantial cash reserves, with Li Ning holding approximately 19.2 billion RMB and Anta having 31.5 billion RMB, providing them with the financial capability for potential acquisitions [10]

Group 1: Industry Developments - The fashion industry is experiencing mixed sentiments, highlighted by the publication of Giorgio Armani's will, which indicates a shift from his long-standing independence to potential capital-driven changes [1][3] - Kering has postponed the full acquisition of Valentino due to debt pressures, indicating a cautious approach to expansion amidst financial challenges [1][8] - Anta Group aims to open 1,000 stores in Southeast Asia over the next three years, positioning the region as a strategic hub for its global expansion [1][4] Group 2: Company-Specific Updates - Dior is expanding its design team to support creative director Jonathan Anderson, emphasizing its commitment to maintaining leadership in luxury design [2][9] - The will of Giorgio Armani specifies that heirs must sell a portion of the Armani Group's shares within 18 months and consider listing the company if a sale does not occur [3][4] - Anta Group's Southeast Asia operations are expected to see nearly double revenue growth by mid-2025, with significant contributions from new markets [4][8] - Golden Goose reported a 13% increase in revenue to €342.1 million in the first half of 2025, driven by strong DTC sales and global expansion [12][13] - Jiangnan Buyi's revenue for the 2025 fiscal year reached ¥5.5484 billion, a 4.6% increase, with net profit rising 6% to ¥897.5 million [10][11] - Tapestry plans to increase Coach's revenue to $10 billion, focusing on young consumers and aiming for significant market share growth [11][12] - The late Francesco Trapani's legacy in reshaping the luxury jewelry market through his leadership at Bulgari is being recognized following his passing [5][6]

Group 1 - The company, HLA, has initiated preparations for issuing H-shares and listing on the Hong Kong Stock Exchange, aiming to enhance its global strategic layout through international capital operations [1][3] - HLA has established a comprehensive brand matrix covering all consumer scenarios, with core brands targeting various segments including men's wear, women's wear, youth fashion, and children's clothing [3][5] - The choice of a secondary listing in Hong Kong is driven by the unique value of the Hong Kong capital market for consumer brands, which offers more flexible listing regulations compared to the A-share market [3][5] Group 2 - The intense competition in the domestic men's wear market is a key factor accelerating HLA's internationalization process, as traditional brands face challenges such as market share decline and profit margin compression [5] - The capital raised from the Hong Kong listing will provide HLA with the necessary support to strengthen its competitive advantage in the domestic market and fund overseas acquisitions and channel development [5] - HLA's global journey is just beginning with the Hong Kong listing, and the company must integrate global aesthetic elements into product design and brand narrative while establishing localized operations in key markets [5]

Core Insights - AI technology is driving marketing transformation and strategic upgrades for enterprises, necessitating Chinese brands to reshape growth logic and achieve sustainable business growth through collaboration with global ecosystem partners [1][2][3] Group 1: Marketing Transformation - The partnership marketing model is becoming essential for brands to engage with younger consumers, particularly Generation Z, as their shopping journey begins within social circles rather than traditional retail environments [1][2] - Partnership marketing demonstrates advantages over traditional channels, including lower customer acquisition costs, longer customer lifecycles, and stronger brand equity [2] Group 2: Globalization and Consumer Engagement - Chinese brands are increasingly pursuing globalization, with AI-driven marketing innovations presenting new opportunities [2][3] - To succeed globally, brands must shift from transaction-centric approaches to customer interaction-focused strategies, establishing sustainable competitive barriers [2] Group 3: Cultural Understanding and Brand Image - This is a critical time for Chinese brands to reshape their global image by enhancing innovation, design, and product quality, moving away from the "low-cost" label [3] - Effective cross-cultural communication requires deeper cultural understanding beyond mere language translation, with brands needing to create cultural contexts that align with clear brand objectives [3] Group 4: Future Opportunities - The dual drivers of AI technology and partnership ecosystems are presenting unprecedented development opportunities for Chinese brands [3]

Core Viewpoint - The article highlights the increasing issue of counterfeit products related to Pop Mart as the brand expands globally, with significant efforts being made to combat these infringements through customs interceptions and legal actions [2][4]. Group 1: Counterfeit Product Interceptions - From January to mid-August this year, Chinese customs intercepted a total of 1.83 million counterfeit Pop Mart-related items, involving 237 batches destined for 61 countries and regions [2]. - Pop Mart has successfully intercepted a total of 7.91 million counterfeit items across 27 countries and regions, with over 240 batches, including more than 260,000 counterfeit items seized in the Netherlands alone [2]. Group 2: Legal Actions and Trademark Registration - In July, Pop Mart applied for a "temporary injunction" in the Hague court against Dutch retailers Jumbo and Albert Heijn, allowing for a swift court decision without the defendant's presence [4]. - Pop Mart has registered the "Lafufu" trademark in July, classified under fitness equipment, as a proactive measure to combat infringement [5]. Group 3: Consumer Awareness and Anti-Counterfeiting Measures - Consumers can identify genuine products through three main indicators: the verification count of the anti-counterfeit label, the presence of Pop Mart's exclusive anti-counterfeit sticker on the packaging, and the logo embossed on the product's bottom [5][6]. - The company has collected over 300 links to counterfeit products on various cross-border e-commerce platforms and is utilizing the "Schedule A" procedure to take collective legal action against anonymous sellers [5].