上周，LV发布的一则招聘广告引起了很多人的注意："LV零售练习生限量开放"。 知道的是奢侈品公司在招管培生，不知道的以为LV打算进军内娱成立自己的偶像天团。 图源：小红书@恰恰恰好 当其他人自嘲"你说粉领娇嫩，如今月薪3000"时，文科生找工作的鄙视链顶端始终站着"三巨头"：奢侈品集团、快消集 团、以及时尚顶刊。 你能在社交媒体上看到不少关于"光鲜亮丽"的描述： 比起互联网的苦，这里每个人看起来都很注重"work life balance"。他们的实习vlog里除了穿着正装坐在电脑前打字，也 会出现明星晚宴、豪华下午茶，以及写字楼底下的精品咖啡。 他们享受着多元、开放、国际化的办公氛围，还有外企的高福利。每周总有几个meeting要和"欧洲总部那边的领导"一起 开，所以实习生们每个人都说着一口流利的英语，日常工作语言是"掺杂了20%英文单词的中文"。 他们一般来自985、211或海外高校、文科社科专业居多；手握4段社团经验、3个竞赛、2个校级荣誉；从大一就开始实 习，经历垂直、人脉硬挺；总之，很卷。 他们是实习公司的忠实消费者：背着LV去LV上班；上午在工位上分析明星穿的本季新品，下午就去楼下SKP买了同款。 ...

Group 1 - The fourth China-Africa Economic and Trade Expo was held in Changsha, showcasing over a thousand selected African products and aiming to deepen cooperation between China and Africa [1][2] - The expo featured a new African fashion industry pavilion, highlighting the interest of African designers in entering the Chinese market, with South African designer Tola Cindy expressing hopes for greater recognition of African design in China [2] - The expo's theme was "China-Africa Cooperation in Action, Dreaming of Modernization," with over 30 trade activities focusing on various sectors including industry chain cooperation, green minerals, infrastructure, and cultural trade [4] Group 2 - A significant focus of the expo was on integrated projects that create quality employment opportunities, with several projects signed, including agricultural modernization in Tanzania and a textile project in Hunan [4] - Energy cooperation was a key highlight, with multiple solar power projects signed, including a 50MW photovoltaic project in Zambia, addressing the long-standing energy shortages in Africa [7] - A total of 176 projects were signed during the expo, amounting to $11.39 billion, representing a 45.8% increase in project numbers and a 10.6% increase in project value compared to the previous expo [7]

Core Insights - The Chinese fashion industry is experiencing a golden era driven by consumption upgrades and cultural confidence, as highlighted by the 2025 China Fashion Industry Gala held in Shanghai [1][42] - The event aims to create a platform for the fashion industry, promoting high-quality development and showcasing Chinese aesthetics on a global stage [1][42] Group 1: Event Overview - The 2025 China Fashion Industry Gala took place from June 12 to 13, featuring three main segments: thematic exchanges, "Fashion China Night," and investment meetings [1][42] - The gala was guided by the Ministry of Culture and Tourism and the Shanghai Municipal Government, with various cultural and tourism organizations involved in its execution [1][42] Group 2: Thematic Exchange Insights - The China Cultural Media Group released the "China Fashion Consumption Development Report," analyzing consumer preferences and habits based on over 1,600 surveys and interviews [11][43] - Key speakers from the arts and fashion sectors discussed the deep influence of Eastern aesthetics on contemporary fashion, emphasizing the importance of cultural heritage [11][12] Group 3: Fashion Trends and Consumer Insights - The report identified eight key trends in Chinese fashion consumption, including the rise of domestic brands and the integration of technology in fashion [40][50] - The younger consumer demographic, particularly those born in the 1990s and 2000s, is increasingly willing to spend on culturally rich products, with a projected average spending of over 1,500 yuan in 2024 [27][47] Group 4: Cultural and Technological Integration - The fashion industry is seen as a bridge connecting cultural industries, consumer goods manufacturing, and modern services, showcasing significant market potential [24][48] - The integration of technology, such as AI and new materials, is expected to enhance the value of the fashion industry, creating a new ecosystem for fashion in China [32][34] Group 5: Fashion Show Highlights - "Fashion China Night" featured a 25-minute show with 90 designer pieces that blend traditional Chinese elements with modern aesthetics [35][36] - The show included various thematic segments that highlighted the cultural significance of Chinese craftsmanship and design [35][36][39] Group 6: Future Directions - The Chinese fashion industry is transitioning from "Made in China" to "Defined by China," focusing on cultural creation and innovation [32][34] - The emphasis on cultural confidence and the rise of local designers are reshaping the competitive landscape of the fashion industry, challenging international brands [32][34]

21世纪经济报道记者高江虹实习生陈佳赫北京报道 这一周，全球消费与时尚领域变革浪潮迭起，政策监管、资本运作与企业战略调整等多维度动态交织。 法国参议院通过快时尚严厉法案，拟对服装征收生态税，直指跨境巨头以遏制过度消费与环境问题；孩 子王、欧莱雅等企业加速资本布局，收购养发企业、控股护肤品牌，向细分赛道聚焦。 企业战略层面，周大福交出品牌转型一周年成绩单；Pinko改变奢侈品定位，关店降本；H&M家族增持 股份引发私有化猜测。奢侈品行业则深化本土化与体验经济布局，宝格丽设综合售后中心；路易威登冠 名戏剧节，以文化营销渗透高端客群。 此外，爱马仕经典包拍卖引发收藏热，开云集团或拆分职权以应对业绩压力。这一系列动态折射出行业 共性：政策倒逼企业转型，资本向细分赛道聚集，奢侈品牌加速重构消费价值链，而可持续发展与本地 化服务正成为竞争新壁垒。 1.宝格丽海南售后启用 2025年6月14日，宝格丽海南综合售后服务中心首批近百件珠宝交付，维修周期从"海外修"缩短至"海南 修"。依托自贸港政策叠加海关"数字身份"监管，维修成本降低30%、时效提升40%。这是继上海后中国 第二家中心，目标辐射亚太市场——离岛免税的首饰终于不 ...

2025年6月12日，中国时尚产业盛典在上海开幕。本次盛典以"时尚中国 荣耀东方"为主题，由文化和旅 游部、上海市人民政府指导，中国文化传媒集团、上海市文化和旅游局、上海市静安区人民政府主办， 《时尚》杂志社有限责任公司、上海市静安区文化和旅游局、上海市南京西路功能区管委会承办。 与会嘉宾认为，中国时尚产业近年来蓬勃兴起，不仅在服饰、美妆、家居等传统领域展现出强劲创造 力，更在科技融合、文化赋能、可持续发展等新兴维度开辟出多元赛道。如今，中国时尚正以"中国设 计"的智慧与"中国美学"的底蕴，不断向全球时尚话语权高地迈进，成为引领社会风尚、传播中华文 化、促进文旅消费、形成文化产业新增长点的重要力量。 在6月12日下午举办的主题交流活动上，首先由中国文化传媒集团党委书记、董事长兼中国文化报社长 徐海军进行了《中国时尚消费发展报告》的发布解读。该报告由中国文化传媒集团时尚研究院携手贝 恩、哔哩哔哩、CPE 源峰、煜寒咨询等机构共同完成。报告基于1600多份问卷、深度访谈和市场研 究，深入分析了不同年龄、城市和地区消费者的时尚观念、偏好和消费习惯，描绘出一幅生动全面 的"中国时尚"消费全景图，为行业发展提供了既有前 ...

于2024年11月20日，豫园股份、上海豫逸金、菏泽珠盈(目标公司时任股东)及目标公司与36名外部投资 人分别签订若干投资协议，据此各方同意36名外部投资人各自对菏泽珠盈以现金方式出资，然后通过菏 泽珠盈对目标公司增资的形式间接入股目标公司。外部投资人认缴菏泽珠盈的出资份额合计为人民币 7.7亿元，占菏泽珠盈78.5714%，成为菏泽珠盈的有限合伙人；森澈商务谘询(豫园股份全资附属公司)为 菏泽珠盈的普通合伙人，认缴菏泽珠盈出资份额人民币0.1亿元，占菏泽珠盈的1.0204%；星选数据科技 (豫园股份全资附属公司)为菏泽珠盈的有限合伙人，认缴菏泽珠盈出资份额人民币2亿元，占菏泽珠盈 的20.4082%。 紧随认缴后，菏泽珠盈仍并表于豫园股份。由菏泽珠盈以总计人民币9.8亿元现金方式认购目标公司的 新增注册资本人民币241,972,889元，占该投资后目标公司经扩大股权总额的9.8196%。 格隆汇6月13日丨复星国际(00656.HK)公告，豫园股份(公司附属公司)筹划其附属公司珠宝时尚集团以 增资扩股方式引入投资者，计划融资金额不超过人民币20亿元，投资者数量合计不超过40家。 于2024年12月20日，豫 ...

Core Insights - The article discusses the resurgence of the "see now, buy now" model in luxury fashion, particularly through Gucci's upcoming collection under new creative director Demna, which aims to shorten product launch cycles and convert media buzz into sales [1][4] - The luxury industry is undergoing a transformation, with brands like Gucci and Burberry exploring new strategies to balance speed and exclusivity in response to changing consumer preferences [5][8] Group 1: Gucci's Strategy - Gucci plans to launch its new collection in September using the "see now, buy now" model, bypassing the traditional six-month product launch cycle [1] - The initiative is supported by Gucci's new CEO Stefano Cantino and Kering Group's Francesca Bellettini, reflecting a strong commitment to the brand's transformation amid Kering's €10.5 billion debt pressure [1] - Demna's appointment marks a shift from the previous creative direction, aiming to inject a more commercially viable approach into Gucci's offerings [4] Group 2: Burberry's Experience - Burberry was the first luxury brand to implement the "see now, buy now" model in 2016, allowing immediate consumer access to runway collections [2] - While initially successful, Burberry faced challenges such as increased pressure on design teams and a dilution of the brand's exclusivity, leading to a gradual retreat from the model [2][6] - The brand's experience serves as a cautionary tale for Gucci, highlighting the need for a balanced approach to speed and brand value [8] Group 3: Industry Trends - The luxury sector is collectively rethinking its strategies, with brands like Canada Goose and Coach adapting to market changes by enhancing product offerings and brand positioning [6] - The current market environment necessitates a focus on operational efficiency and consumer engagement, with brands needing to find a balance between rapid product launches and maintaining brand prestige [7][9] - The competition in luxury fashion is shifting from design aesthetics to operational speed and market responsiveness, emphasizing the importance of a cohesive brand strategy [8]

Core Insights - Inditex, the owner of Zara, is expanding its low-cost brand Lefties to counter competition from Shein and Temu, aiming to reclaim market share in the budget segment [1][4][5] - The CEO of Inditex confirmed that Lefties is currently operating in 18 countries, primarily in Spain and Portugal, with plans for further expansion based on positive customer feedback [1][5] - Inditex has increased prices for its core brand Zara to protect profit margins from inflation, but is now looking to lower prices to regain lost ground in the low-cost market [1][4] Company Strategy - Lefties, originally an outlet brand for Zara, has seen its sales double over the past five years, reaching nearly 600 million euros in the 2023-2024 fiscal year [6] - Inditex's overall revenue for the last fiscal year was 38.632 billion euros, with a net income of 5.87 billion euros, indicating a strong financial position compared to competitors [6] - The company is investing nearly 1.8 billion euros in logistics centers in Spain and the Netherlands to enhance its distribution capabilities [12] Competitive Landscape - Lefties employs a social media marketing strategy similar to Shein, targeting younger consumers through influencers, contrasting with Zara's focus on high-end fashion aesthetics [4][12] - The competition between Inditex and Shein represents a shift in the fast fashion landscape, with Shein's model of rapid production and low pricing challenging traditional brands [11][12] - Inditex's management is also focusing on elevating Zara's brand image by introducing higher-end fashion items to attract consumers from the premium market [11][12] Market Dynamics - Shein's business model relies on a vast network of third-party manufacturers, allowing it to quickly adapt to consumer preferences and minimize unsold inventory [12][13] - The changing tariff environment poses challenges for Shein and similar brands, while Inditex benefits from a more established market presence, with approximately 65% of its sales coming from Europe [12][15] - The rise of e-commerce and the shift towards "faster fashion" have forced traditional fast fashion brands to adapt their strategies to remain competitive [11][12]

Core Insights - The article discusses the importance of fashion consumption as a driver of economic growth in Beijing, highlighting the city's cultural soft power as a competitive advantage in the fashion industry [1][7]. Group 1: Action Plan Overview - The "Beijing Fashion Consumption Expansion Action Plan" aims to stimulate fashion consumption and enhance the city's international influence through systematic policy guidance [1][3]. - The plan includes 21 initiatives focusing on creating diverse and integrated consumption spaces that cater to various consumer needs [3][4]. Group 2: Fashion Week and Events - The upcoming 2025 Beijing Fashion Week will celebrate its 10th anniversary, emphasizing internationalization and professionalism, and will feature a "main venue + characteristic venues" model [4]. - The event will also introduce the "Fashion Enjoyment Festival," collaborating with local businesses and financial institutions to enhance consumer engagement and promote cultural activities [4][6]. Group 3: Design and Innovation - The action plan emphasizes the role of design in driving economic transformation and enhancing international competitiveness, focusing on personalized and customized services in the fashion industry [5][6]. - The establishment of the Beijing Future Design Laboratory aims to foster technological innovation and talent development in the fashion sector [6]. Group 4: Cultural and Market Dynamics - The plan supports the establishment of flagship stores for international brands and encourages local brands to innovate, leveraging Beijing's cultural heritage and market advantages [7][8]. - The article notes the challenges in urban renewal and the need for improved talent retention in the fashion industry [7][8]. Group 5: Consumer Engagement and Market Potential - The article highlights the importance of enhancing consumer awareness and interest in fashion consumption, suggesting measures to optimize the consumption environment and support policies [8]. - It emphasizes the potential of fashion consumption to drive the entire industry chain and integrate traditional cultural elements with modern trends, thereby enhancing the city's soft power and international influence [8].

Funding and Expansion - Plush, a DTC personal care brand, has raised 470 million INR (approximately 4.7 million USD) in its latest funding round, led by Rahul Garg with participation from several strategic investors [3] - The funds will be used to expand offline operations, enhance brand building, and increase market influence [3] - Plush, founded in 2019, focuses on women's care and personal care products, including menstrual care, intimate health, hair removal, and personal hygiene [3] Corporate Control and Shareholding - The Persson family, through their investment tool Ramsbury, has increased their stake in H&M Group from 35.5% to nearly 64% over the past nine years, now controlling about 70% of the capital and 85% of the voting rights [6] - This increase in shareholding indicates the family's intent to regain more control over the company [6] Acquisitions and Strategic Moves - Kering Eyewear has announced the acquisition of Italian manufacturer Lenti from Safilo, which specializes in mold forming and surface treatment for various applications [8] - The acquisition aims to enhance Kering Eyewear's internal R&D capabilities for developing innovative high-performance Italian-made sunglasses [8] - Coupang Group is integrating Farfetch with R.Lux to enter the luxury goods market in South Korea, leveraging local services and operations to expand Farfetch's business [10] Market Entry and Expansion - Didi's brand 99Food has launched its delivery service in Goiânia, Brazil, marking its return to the Brazilian market after a previous exit [12] - Didi has a strong foundation in Brazil, with approximately 700,000 active riders and 50 million active users across over 3,300 towns [12] - Luckin Coffee plans to open a store in downtown Manhattan, New York, as part of its international expansion strategy [15][16] Sustainability Initiatives - Chanel has launched Nevold, a B2B center focused on developing circular materials to promote sustainability in the luxury goods and broader apparel industry [18] - The project aims to transform waste textiles into new materials, enhancing the economic competitiveness of recycled materials [18] Market Expansion Plans - Korean fashion e-commerce platform Musinsa plans to enter the Chinese and Japanese markets by opening physical stores as part of its global expansion strategy [21] - Musinsa currently offers around 8,000 Korean fashion brands and aims to tap into China's vast consumer market [22] Corporate Developments - Authentic Brands Group has established its Asia-Pacific headquarters in Shanghai, covering nearly 2,000 square meters to support business expansion in the region [24] - Woolrich has appointed its CFO Lorenzo Flamini as the new CEO, following a strategic partnership with a local operator for its business in Greater China [27]