2025.08. 17 第一财经记者给微博"范晓蕙"、小红书账号"范一夫"发送消息，并试图联系北京范曾艺术品有限公 司，截至发稿未获回复。 本文字数：986，阅读时长大约2分钟 作者 | 第一 财经 蔡真 北京时间8月16日晚间，小红书ID"范一夫"的账号发布了三张范曾看展的照片，配文"老爷子来看画 展"，发文地点显示为法国，被外界视为对近日有关范曾传闻的一种回应。但文中未注明"看画展"的 时间。第一财经发现，该账号分享多为艺术品欣赏和旅行观光内容，也有一些范一夫作品展览信息， 知名艺术主编、策展人在评论区现身。 同日早些时候，范曾女儿范晓蕙在微博发文称，87岁的父亲被其新婚妻子徐萌带离住所后失联，住 所被贴封条，库房珍品被搬走，部分老员工被辞退，且徐萌曾威胁员工不得外泄消息。父亲早年库存 的大量书画作品、古玩收藏都被打包装箱分批分拨运走。范晓蕙称，她因陪伴孩子参加暑期夏校，从 7月5日父亲生日派对过后就一直在外。期间与父亲有微信联系，并被告知徐萌女士身体不好，父亲 在医院陪护，暂时不回碧水庄园。 范晓蕙称父亲从7月13日被徐萌带走已有一个月有余。而第一财经比对"范一夫"账号发布信息得 知，图中范曾所看的展览 ...

Core Viewpoint - The Chinese art investment market has significant potential, with an estimated demand of approximately 20 trillion yuan, indicating a market that is four to five times larger than the current total transaction volume in the art market [7]. Group 1: Market Overview - The art investment market is recognized as one of the three major investment markets globally, following real estate and stocks, with an annual transaction volume of 400 to 500 billion yuan [5]. - The potential demand for art investment in China is estimated to be around 6 trillion yuan, highlighting the vast opportunities available in this sector [5][7]. Group 2: Factors Driving Market Growth - The polarization of wealth in society is leading to a surplus of funds from the real estate market, which is expected to flow into the stock and art markets, driving their growth [10]. - Wealthy individuals are increasingly turning to art as a more liquid investment compared to real estate, which requires formal documentation and has more rigid transaction processes [12]. - The rising standard of living and cultural appreciation among the population is creating a robust market for high-value art exchanges [12]. Group 3: Unique Characteristics of Art Investment - Unlike real estate, quality art pieces are non-renewable and possess inherent scarcity, making them attractive investments [14]. - The demand for art is expected to increase as the need for housing diminishes due to various policies, redirecting funds towards the stock and art markets [16]. Group 4: Economic Impact and Future Outlook - The growth of wealth and consumption upgrades are primary drivers of the art consumption market, with art being viewed as a safe investment amid stock market volatility and slowing real estate appreciation [18]. - The development of the cultural and art investment sector is crucial for the domestic economy, reflecting a national emphasis on cultural heritage and innovation [20]. - The influx of capital into the art market is expected to lead to price increases, with projections indicating a peak in the art investment market over the next fifteen years [22].

Group 1: Luxury Goods Industry Overview - The luxury goods industry is experiencing mixed results, with Richemont's strong jewelry performance offsetting overall growth slowdown, while the watch segment saw a significant decline [1] - Singapore has retained its title as the world's most expensive city for luxury goods consumption for three consecutive years, indicating Asia's continued dominance in the luxury market [8] - The global luxury market is facing challenges due to economic uncertainties and geopolitical factors, impacting overall consumption [6] Group 2: Company-Specific Developments - Burberry reported a 6% decline in revenue for Q1 2026, with same-store sales improving from a previous 21% drop to a 1% decline, indicating a recovery in brand desirability [3] - LVMH made a strategic investment in French knitwear brand Molli to enhance its presence in the high-end knitwear market, although the transaction amount was not disclosed [4] - Richemont's watch business experienced a 7% decline in sales, contrasting with a robust 11% growth in its jewelry segment [5] - Anta Sports reported a slowdown in growth momentum in Q2 2025, with overall retail revenue showing low single-digit growth [11] - Marni appointed Meryll Rogge as its new creative director, marking a significant leadership change aimed at revitalizing the brand [12] - Pop Mart anticipates a revenue increase of over 200% in Q2, driven by enhanced brand recognition and product diversification [13] - Meibang's net profit is expected to decline by over 90% in H1 2025, primarily due to increased credit impairment losses [14] - Country Road Group faced significant store closures and a 71.7% drop in profits, reflecting the challenges in the retail market [16] - DFS announced its exit from the Oceania market, closing stores in New Zealand and Australia due to economic pressures and high rental costs [18] Group 3: Market Trends and Insights - The Long江 Business School's report indicates that the art market is experiencing a historical opportunity, with Asian and African art prices growing at a compound annual growth rate of 7.7% [7] - The luxury retail landscape is evolving, with brands like Galeries Lafayette achieving double-digit sales growth through store optimization and enhanced customer experience [10]

Group 1 - Tokyo Central Auction's stock price experienced significant volatility, soaring 200% on April 22 and later dropping over 35% after resuming trading on May 6 [1] - The stock price surge is linked to a major acquisition announcement, where the controlling shareholder plans to sell approximately 375 million shares, representing about 74.99% of the company's total issued share capital [1][2] - The total price for the 375 million shares is approximately HKD 165 million, equating to HKD 0.44 per share, which is a 54% discount compared to the closing price of HKD 0.95 on May 7 [2] Group 2 - ESSA Financial Group Ltd, the buyer, is fully owned by Huang Shikun, who is also the sole director, indicating a strong personal investment in the acquisition [2] - Post-acquisition, Huang Shikun will become the largest shareholder with a 65.99% stake, with the acquisition expected to cost around HKD 145 million [2] - Tokyo Central Auction operates primarily in the auction business for Chinese and Japanese art, but has faced declining revenues, with a reported revenue of HKD 58.54 million in 2024, down 20.21% year-on-year, and a significant loss of HKD 26.89 million [3]