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东南亚要“装不下”出海的国产服装品牌了
Hu Xiu· 2025-10-11 03:07
今年以来,A股公司赴港上市持续升温。据统计,截至目前,年内已有11家A股公司陆续在港股上市, A+H公司总数增至161家,另有逾50家A股公司正排队。"国民男装"海澜之家就在前几日发布了公告, 计划在港股上市,公司与中介机构已经就各项筹备事宜展开磋商。 从A股到港股,企业之所以选择重新上市,主要目的在于全球化战略布局,海澜之家也是如此。当海澜 之家在国内市场的多元化尝试与努力,最终反映在冰冷的业绩数据,出海成了其不得不加快进程的一条 出路。 这又何尝不是我国几乎所有服装品牌的共同选择?就连首选地,都一致地选在了同一个地方——东南 亚。东南亚各国庞大的人口基数、经济的起飞以及与我们相似的体貌特征,让这片市场看起来潜藏着巨 大的商业机遇。但国产品牌扎堆东南亚,带来的未必是"降维打击"。 东南亚的购物中心,挤满中国品牌 2017年,海澜之家在马来西亚的吉隆坡开出第一家门店,这家门店比邻优衣库、Zara和H&M,虽然相 比于它们,海澜之家算是后来者,但其扩张速度可不落后。 截至今年1月,海澜之家在马来西亚开出了50家门店,而且几乎都是在核心城市的顶级购物中心,放大 到整个东南亚市场,根据Google Maps及品牌所 ...
东南亚“装不下”出海的国产服装品牌了
Xin Lang Cai Jing· 2025-10-11 02:42
文 | 道总有理 今年以来,A股公司赴港上市持续升温。据统计,截至目前,年内已有11家A股公司陆续在港股上市, A+H公司总数增至161家,另有逾50家A股公司正排队。"国民男装"海澜之家就在前几日发布了公告, 计划在港股上市,公司与中介机构已经就各项筹备事宜展开磋商。 从A股到港股,企业之所以选择重新上市,主要目的在于全球化战略布局,海澜之家也是如此。当海澜 之家在国内市场的多元化尝试与努力,最终反映在冰冷的业绩数据,出海成了其不得不加快进程的一条 出路。 这又何尝不是我国几乎所有服装品牌的共同选择?就连首选地,都一致地选在了同一个地方——东南 亚。东南亚各国庞大的人口基数、经济的起飞以及与我们相似的体貌特征,让这片市场看起来潜藏着巨 大的商业机遇。但国产品牌扎堆东南亚,带来的未必是"降维打击"。 东南亚的购物中心,挤满中国品牌 2017年,海澜之家在马来西亚的吉隆坡开出第一家门店,这家门店比邻优衣库、Zara和H&M,虽然相 比于它们,海澜之家算是后来者,但其扩张速度可不落后。 截至今年1月,海澜之家在马来西亚开出了50家门店,而且几乎都是在核心城市的顶级购物中心,放大 到整个东南亚市场,根据Google ...
淘宝“扫地僧”退隐,代码敲出的传奇人生
Sou Hu Cai Jing· 2025-08-14 03:00
#夏季图文激励计划#最近科技圈最火的事儿,莫过于那个敲出淘宝第一行代码的男人——蔡景现离职了。花名"多隆"的他,在阿里的状态变成了"退隐江 湖",这四个字一出来,不知道勾起了多少人对淘宝创业那些热血沸腾的回忆。 2000年,刚从杭州大学生物系硕士毕业的蔡景现,没去那些看起来更"对口"的地方,反而一头扎进了还在起步阶段的阿里巴巴。那时候的阿里,可不像现在 这么风光无限,办公楼说不定还普普通通,但蔡景现却看到了这里不一样的希望。谁能想到,这个选择,就像一把钥匙,打开了改变中国电商历史的大门。 时间到了2003年,非典的阴影笼罩着全国,却意外成了中国电商崛起的契机。马云秘密启动淘宝项目,要和当时的电商巨头eBay一较高下。蔡景现和另外 两位工程师,被委以重任,一头扎进湖畔花园的民居里。他们接到了一个几乎"不可能完成的任务":一个月内,从零开始搭建淘宝网站,还要搞定交易系统 和论坛系统。这难度,就好比让人在一个月里徒手盖起一座超级大厦,还得保证它能稳稳地立在竞争激烈的商业战场上。 他的厉害可不止在淘宝搜索引擎上。他主导开发的淘宝文件系统(TFS),解决了海量小文件存储的世界级难题,为阿里云的诞生埋下了希望的种子。在阿 ...
淘宝传奇工程师“多隆”蔡景现:退隐江湖,代码铸就电商帝国基石
Sou Hu Cai Jing· 2025-08-13 21:22
Core Insights - The article discusses the departure of Cai Jingxian, a key figure in Alibaba's history, who played a significant role in the development of Taobao and has now chosen to "retire from the world" [1][4] - Cai's journey from a fresh graduate to a billionaire and a partner at Alibaba highlights the transformative impact of his contributions to the company and the e-commerce industry in China [4] Group 1: Background and Contributions - Cai Jingxian joined Alibaba in 2000, witnessing the company's early struggles and contributing to its rise in the e-commerce sector [1] - During the SARS outbreak in 2003, he was part of the team that developed Taobao within a month, overcoming significant challenges and limitations [2][3] - His technical expertise led to the development of the Taobao File System (TFS), which addressed global challenges in storing massive amounts of small files, laying the groundwork for Alibaba Cloud [3] Group 2: Recognition and Legacy - In 2014, Cai was recognized for his contributions by becoming a partner at Alibaba, marking a significant achievement for a technical professional [4] - By 2017, he had amassed a fortune of 2.6 billion yuan, showcasing his remarkable transformation from a programmer to a billionaire [4] - His departure raises questions about the organizational changes at Alibaba, particularly regarding the role of technical experts in a management-focused environment [4]
实体店难翻身?人民日报怒批:死的不是实体店,是20年不变经营脑
Sou Hu Cai Jing· 2025-05-03 23:10
Group 1 - The rise of e-commerce has significantly impacted physical retail stores, leading to a decline in foot traffic and sales for many traditional retailers [1][3][5] - By 2024, nearly 70% of seniors aged 60 and above are expected to shop online, indicating a critical turning point for brick-and-mortar stores [1][3] - Despite the challenges faced by traditional retailers, some companies like Fat Donglai and Sam's Club continue to thrive, showcasing different business strategies [3][21] Group 2 - Fat Donglai's success is attributed to its exceptional customer service and a strong focus on creating a welcoming shopping environment, which contrasts with the struggles of many traditional stores [13][15][17] - Sam's Club has maintained its popularity by implementing a membership model and offering large packaging at competitive prices, attracting a loyal customer base [21][23] - The need for physical stores to innovate and adapt to changing consumer preferences is emphasized, with examples like Xixifu Bookstore transforming into cultural spaces rather than just retail outlets [25][28][30] Group 3 - The article suggests that physical stores must enhance their service quality and customer experience to compete effectively with e-commerce [30][32] - Yonghui Supermarket's implementation of an "employee partnership system" has revitalized its business, demonstrating the importance of aligning employee interests with company performance [32][33]