7月下旬，丹麦户外装备品牌Nordisk宣布和韩国K2集团、中国黑蚁资本达成合作，将在中国成立三方合资公司，全面布局中国市场，首批品牌专卖店预计 将在年内开业。Nordisk早在2010年便在中国设立办公室，但一直不紧不慢，没有大规模扩张。如今和经验丰富的K2集团、资金实力雄厚的黑蚁资本结 盟，表明其加大开发力度的决心。 而Nordisk并非特例，随着中国户外运动市场热度飙升，最近几年一批来自北欧的高端户外品牌扎堆抢滩中国市场： 瑞典规模最大户外装备品牌之一Haglöfs（火柴棍）被李宁家族控制的莱恩资本、非凡领域合资公司收购，今年年初正式进驻天猫、线下门店也在筹备 中； 阔别七年之后，主营滑雪、登山、极地远征装备的挪威"国宝级"品牌Norrøna（老人头）和零售代理商滔搏达成合作，即将二度入华； 来自冰岛的百年品牌66°North高层表示正在和中国零售商谈判，已制定进入中国市场的计划； Fjällräven（北极狐）、Helly Hansen（海丽汉森）等入华多年的品牌也在不断加大投入…… 除了同为北欧老乡，Nordisk、Norrøna、Haglöfs等品牌身上还有不少相似之处：定位偏高端，产品主打自然/ ...

Core Viewpoint - The Danish outdoor brand Nordisk is intensifying its efforts to enter the Chinese market by forming a joint venture with South Korea's K2 Group and China's Black Ant Capital, aiming to capitalize on the growing demand for high-end outdoor products in China [2][3]. Company Overview - Nordisk, established in 1901, offers a range of high-end outdoor products including tents, sleeping bags, and backpacks, and is known in China as "Big White Bear" [2]. - The brand has only opened five authorized stores in China over the past decade and has been slow to expand its presence until now [2][4]. Market Dynamics - The high-end outdoor market in China is experiencing rapid growth, with brands like Arc'teryx reporting revenue increases exceeding 50% in recent quarters [3]. - The outdoor equipment market in China is projected to reach approximately 90.8 billion yuan in 2024, with a compound annual growth rate of 11.86% over the past five years [4]. Competitive Landscape - The entry of Nordisk comes at a time when competition in the high-end outdoor market is intensifying, with established brands like Nike, Adidas, and local players such as Anta and Li Ning also expanding their outdoor product lines [4][5]. - Analysts suggest that Nordisk must differentiate itself and effectively position its brand to capture market share in a crowded field [5].

Core Viewpoint - Norrøna, a renowned Norwegian outdoor brand, is entering the Chinese market through a partnership with the retail operator Tmall, aiming to capitalize on the rapid growth of the high-end outdoor segment in China [1][2]. Group 1: Norrøna's Market Entry - Norrøna has chosen Tmall as its exclusive partner in China, rather than local giants like Anta or Li Ning, indicating a strategic shift in its market approach [1]. - The brand is known for its high-quality outdoor gear, with its waterproof jackets priced between $349 and $1,199 (approximately RMB 2,520 to RMB 8,663) [2]. - Norrøna's product line includes various outdoor activities such as skiing, hiking, and mountain biking, showcasing its extensive market presence [2]. Group 2: Tmall's Strategic Shift - Tmall is seeking to diversify its revenue streams, as Nike and Adidas accounted for 87% of its revenue in the first half of the 2024/2025 fiscal year [1][7]. - The partnership with Norrøna is part of Tmall's strategy to enhance its brand portfolio in the professional outdoor segment, responding to the growing demand for specialized outdoor equipment [5][11]. - Tmall plans to implement a new retail logic of "full-domain operation + precise reach" to effectively penetrate the market and engage with professional sports communities [6]. Group 3: Market Trends and Consumer Demand - The high-end outdoor market in China is experiencing significant growth, driven by increasing consumer demand for specialized, functional, and personalized outdoor gear [11]. - Tmall aims to continue expanding its offerings in outdoor and running segments, reflecting a broader trend in the retail industry towards specialization and refined operational capabilities [11]. - The competitive landscape is intensifying, with established brands like Arc'teryx and The North Face, as well as emerging brands, posing challenges for Tmall's market entry strategy [5][11].

Core Viewpoint - The partnership between the sports retail operator, Tabo, and the professional outdoor brand, Norrøna, marks a significant step for Tabo in the high-end outdoor market in China, but the success of this collaboration remains uncertain due to Norrøna's previous exit from the market due to poor sales performance [1][9]. Group 1: Partnership Details - Tabo has become the exclusive operational partner for Norrøna in China, responsible for brand promotion, market marketing, channel sales, and consumer operations [3][5]. - The strategy includes a comprehensive approach combining online and offline channels, with plans to open Norrøna specialty stores and an online flagship store, while also enhancing private domain construction to reach consumers effectively [3][5]. - Norrøna, founded in 1929, has a rich product line covering various outdoor activities and is positioned as a high-end brand, with its jackets priced around 5,000 yuan [3][4]. Group 2: Market Context and Challenges - Tabo has been increasing its focus on the outdoor market, having secured exclusive operational rights for other high-end brands like norda and previously collaborated with HOKA ONE ONE and KAILAS [6][8]. - The Chinese outdoor market is experiencing strong growth, particularly in the high-end segment, which presents significant opportunities for brands that can meet the increasing consumer demand for specialized and functional outdoor gear [6][9]. - Tabo's reliance on Nike and Adidas has been a concern, with these two brands accounting for 87% of its revenue in the first half of the 2025 fiscal year, highlighting the need for diversification [6][7]. Group 3: Historical Performance of Norrøna - Norrøna previously entered the Chinese market in 2016 but exited in 2018 due to underperformance, attributed to the market's lack of maturity at that time [8][9]. - The current outdoor market's growth and consumer interest in professional outdoor equipment may provide a more favorable environment for Norrøna's re-entry [9].