由SonyPicturesAnimation制作、Netflix推出的美国音乐奇幻动画电影《K-Pop猎魔女团》，自6月20日上映以来，一直 在国际排行榜上占据主导地位。《K-Pop猎魔女团》的热播再次证明了韩国文化浪潮在全球舞台上的持续影响力。预 期热潮将持续为韩国商品如化妆品及包装食品带来光环效应。GlobalX韩流音乐及文化ETF(03158)提供独特的投资机 会，集中投资于代表K-pop及内容制作、食品及美容行业的韩国公司。 据悉，《K-Pop猎魔女团》在上映首周内就在26个国家排名第一，并在93个国家进入前10名。不仅在亚洲，在美国以 及法国、德国等欧洲市场的观众群也异常强劲。除韩流音乐外，预计影片中所展示的韩国文化在全球的现象级输出也 可以带动其他韩国商品出口，例如韩国食品及韩国美妆。例如，电影中K-Pop明星吃杯面的场面可能会引起市场对三 养食品(003230.KS)旗下的火鸡面及农心(004370.KS)旗下的辛拉面的关注，这两只股票均是GlobalX韩流音乐及文化 ETF(03158)的成分股。同样地，剧中角色的造型和妆容也可能会引发消费者对韩国美妆的兴趣，韩国化妆品公司亦可 以从中受益。随 ...

Core Insights - The article discusses the resurgence of international sports brands' interest in collaborating with K-pop artists, particularly female groups, to enhance their market presence in Asia, especially China [1][6][25] - Nike's recent signing of aespa member KARINA marks a strategic move to re-engage with the Korean wave and leverage the popularity of K-pop in the Asian market [1][7][25] - Other brands like alo, Puma, and Adidas are also actively signing K-pop artists to boost their brand visibility and sales in the competitive Asian sportswear market [5][6][9] Brand Collaborations - Nike has signed aespa member KARINA, following previous collaborations with other top K-pop artists, indicating a shift back to engaging with Korean talent [1][3][7] - Alo's flagship store opening in Korea featured appearances by K-pop stars, showcasing the brand's commitment to embracing the Korean wave [3][7] - Puma has announced a partnership with BLACKPINK's Rosé as a global ambassador, while Adidas has signed I-DLE member Song Yuqi to promote its Originals line [5][9] Market Strategy - The article highlights that international sports brands are not only focusing on athletic performance but are also betting on fashion trends to capture market share in Asia [6][22][25] - The opening of flagship stores in Korea by brands like alo and Vuori is seen as a strategic move to tap into the Asian market's potential [9][10] - The competition among sports brands has intensified, with a growing number of niche brands entering the market, prompting established brands like Nike and Adidas to adapt their strategies [13][22] Cultural Influence - The influence of K-pop on fashion and lifestyle is significant, with brands leveraging this trend to enhance their appeal among younger consumers [17][20][21] - The article notes that collaborations with K-pop artists serve as a powerful marketing tool, helping brands to connect with the cultural zeitgeist and drive sales [19][25] - The trend of integrating fashion with sportswear is becoming increasingly important, as brands seek to align themselves with contemporary cultural movements [22][23]

【环球时报驻韩国特派记者 莽九晨】韩国《亚洲日报》20日称，今年上半年，韩国流行音乐（K- POP）唱片出口额和销量双双下降，引发韩国音乐市场担忧。 韩国关税厅20日发布的进出口贸易统计显示，今年1至6月韩国唱片出口额同比减少11.6%，为1.1443亿 美元，连续两年呈下降趋势。2023年上半年唱片出口额为1.3297亿美元，2024年减少至1.3032亿美元。 从出口目的地来看，日本以3909.5万美元位居首位，中国大陆（2010.2万美元）和美国（1945.2万美 元）分列其后，此后为中国台湾、德国、中国香港、荷兰、加拿大、法国和英国。 同期，唱片销量也呈下降趋势。根据统计，今年上半年跻身唱片销量榜前400位的专辑累计销量为 4248.6万张，同比减少9%；音源使用量则下降6.4%。 对于韩流唱片出口下降的问题，韩国《东亚日报》称，韩国音乐界认为，最近几年海外歌迷们对提高唱 片销售量的营销方式产生了疲劳感。此前，部分韩国公司为了提高唱片销售收益，发布照片卡或海报等 各种周边产品，甚至将专辑种类增加到10种以上。对于利用"粉丝热情"的营销方式，部分粉丝批评 说"太过分"。 更令韩国歌坛担忧的是对日本市场的 ...