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“限韩令”可能松动,但“韩流”再难回归
Hu Xiu· 2025-08-05 02:58
9年后的今天,从全球政治经济局势的变化,到韩国内部政坛的更替,从中国市场翻涌的线下内容消费需求,到韩流全球化在新阶段的瓶颈,当双方再次 因复杂、多维的原因走近,在新一代内容消费者成熟的当下,客观层面的放开无法打破精神层面已经形成的隔阂。 寒流 变化是突然到来的。 6月28日,韩国偶像组合SuperJunior成员李东海、李赫宰在重庆举办见面会;7月以来,前东方神起成员金在中先后在上海、重庆举办见面会,已宣布城市 中还有青岛、重庆,其上海见面会举办方屹起文化,近期又官宣了另一位韩国艺人金贤重见面会的消息。此外,Twice、Seventeen等韩国偶像团体也先后 在上海、青岛等城市举办了规模不等的线下签售活动。 今年以来,有关"限韩令"即将解除的传闻不断在中韩两国舆论场中发酵。4月,有韩国媒体称"中国中央广播电视总台(CMG)向韩国演出策划公司发送 了关于邀请K-POP偶像团体联合演出项目的合作公函"。央视亚太总站迅速否认了这一消息,但4月29日的外交部例行交流会上,发言人郭嘉昆的回应报以 开放态度,"我们对同韩方开展有益的文化交流合作持开放的态度,希望韩方与中方共同努力,推动双方各领域交流合作向前发展。" 准确 ...
悦诗风吟天猫海外旗舰店停业!母公司回应
第一财经· 2025-07-09 11:48
Core Viewpoint - The closure of Innisfree's Tmall overseas flagship store is part of Amorepacific's strategy to streamline resources and create more efficient channels in the Chinese market, aiming to enhance consumer service and interaction experience [3]. Group 1: Company Strategy and Market Position - Innisfree has been a significant player in the Chinese market since its entry in 2012, targeting young consumers aged 20-26 with its "naturalism" positioning and affordable skincare and makeup products [4]. - The brand has expanded its presence across various e-commerce platforms and new retail channels, including KKV and traditional CS channels, despite the recent closure of its Tmall store [4]. - Amorepacific's financial report indicates that Innisfree's sales in China have been declining, with a significant drop in revenue and operating profit from 2017 to 2020 [6]. Group 2: Market Challenges and Performance - The implementation of the "Korean Wave" restrictions has led to a decline in the popularity of Korean cosmetics in China, with domestic brands gaining traction due to their cost-effectiveness and localized development [5]. - Innisfree's sales revenue decreased from 642 billion KRW in 2017 to 348.6 billion KRW in 2020, while operating profit plummeted from 107.9 billion KRW to 7 billion KRW during the same period [6]. - The brand has been undergoing a "slimming" strategy since 2020, closing 90 unprofitable stores in that year and an additional 170 stores in 2021, resulting in a reduction of its store count from over 800 to 140, marking an over 80% closure rate [7]. Group 3: Regional Performance - Amorepacific's overall sales in the Greater China region fell by 27% in 2024, making it the region with the largest revenue decline for the company [9]. - The company has faced challenges in the Chinese market, leading to the closure of other brands like Etude House and HERA, which have shifted to online and collection store models [9][10]. - Despite a 5.7% year-on-year increase in overall sales to 3.89 trillion KRW in 2024, the decline in the Greater China region highlights the ongoing difficulties faced by Amorepacific in this key market [9].