经济观察报 记者 叶心冉 5月5日，斯凯奇发布公告（Skechers，SKX.NYSE）宣布，已与投资公司3G资本（3G Capital）达成收 购协议。3G资本将以每股63美元收购斯凯奇全部流通股，较斯凯奇过去15天成交量加权平均股价溢价 30%。待收购完成后，3G资本预计将持有新成立公司（New LLC）约80%的股权，从而实现对斯凯奇的 控股。3G资本是汉堡王母公司RBI的控股股东，此次交易已获斯凯奇董事会批准，预计将于2025年第三 季度完成。交易完成后，斯凯奇将成为一家私人控股公司。 （原标题：汉堡王实控方3G资本溢价30%吞下斯凯奇） 交易消息发布后，当地时间5月5日，斯凯奇开盘报61.79美元/股，较前一交易日收盘价上涨28.42%。 根据公告，斯凯奇现任董事长兼CEO罗伯特·格林伯格（Robert Greenberg）、总裁迈克尔·格林伯格 （Michael Greenberg）及首席运营官大卫·温伯格（David Weinberg）将继续领导公司。 斯凯奇成立于1992年，以"舒适科技"为定位，凭借高性价比、时尚设计和创新技术迅速崛起。2024年， 其全球销售额89.7 亿美元，创历史新高， ...

Group 1: Export Performance - In 2024, China is expected to export 9.2 billion pairs of shoes, with a total export value of 333.57 billion RMB, maintaining its position as the largest exporter [1] - The shoe exhibition at the Canton Fair showcased various types of shoes, including leather shoes, sandals, and casual shoes, featuring unique designs and patterns [1] Group 2: Technological Advancements - Chinese shoe companies are leveraging digital transformation and technological breakthroughs to innovate shoe manufacturing processes [1] - Jiming Footwear Co., Ltd. has implemented smart production equipment and digital management systems, achieving a 30% increase in order delivery efficiency and maintaining a product qualification rate of over 98% [1] Group 3: Product Innovation in Toys - Chinese toy companies are innovating product designs, incorporating traditional cultural elements into their offerings, such as puzzle blocks that reflect Eastern architectural aesthetics [2] - Chengling Yongdao Trading Co., Ltd. has launched a series of Chinese-style educational building blocks that enhance children's hand-eye coordination while integrating ancient architectural beauty [2] Group 4: Rural Revitalization and Unique Products - The Canton Fair featured a special area for rural revitalization products, showcasing local specialties from poverty alleviation regions, such as honey wine from Xinjiang and ancient tree tea from Yunnan [2] - Linshu Qinglang Craft Co., Ltd. presented over 2,000 items, including willow baskets and fabric products, which received positive feedback from international buyers [2] Group 5: Food and Agriculture Sector - A total of 1,147 companies participated in the food and agriculture section of the Canton Fair, covering various categories including food, carpets, leather products, and pet supplies [2] - The attendance of buyers at this year's fair exceeded that of the previous year, with companies reporting an increase in buyer traffic and better-than-expected transaction intentions [2]

贸易战将扩展到娱乐产业 2025 年五一假期期间，全球风险资产延续修复行情，其中中国资产领涨 。 美股纳指累计上涨 3.05% ，恒生科技指数飙升 3.08% ， A50 期指 小幅上扬 1% ，离岸人民币兑美元升值至 7.2 关口 。 科技股引领全球反弹 。 微软财报超预期带动纳斯达克"科技七巨头"集体走强，半导体、云计算板块领涨。腾讯、阿里巴巴受益美科技股涨势，恒 生科技指数单日涨幅创三个月新高，短视频、跨境电商概念活跃。对于 A 股，业内人士认为明 日或高开后分化，看好银行、高速公路等红利资 产。 美方主动向中方传递信息希望谈起来 中方回应：正在评估 中方注意到美方高层多次表态，表示愿与中方就关税问题进行谈判。同时，美方近期通过相关方面多次主动向中方传递信息，希望与中方谈起来。对此， 中方正在进行评估。中方立场始终如一，打，奉陪到底；谈，大门敞开。关税战、贸易战是由美方单方发起的，美方想谈就应拿出谈的诚意，要在纠正错 误做法、取消单边加征关税等问题上做好准备，拿出行动。 特朗普宣布对进口电影征收 100% 关税 美国总统特朗普于 5 月 5 日宣布， 将授权美国商务部和美国贸易代表立即启动程序，对所有进 ...

Group 1 - Warren Buffett announced he will resign as CEO of Berkshire Hathaway by the end of the year, recommending Greg Abel as his successor [3] - Berkshire Hathaway's Q1 net profit dropped to $4.603 billion, down from $12.702 billion in the same period last year, with Q1 EPS at $3,200 compared to $8,825 [3][5] - The company reported a Q1 revenue of $89.725 billion, slightly down from $89.869 billion year-on-year, with a significant investment loss of $6.435 billion compared to a gain of $1.876 billion in the previous year [5] Group 2 - Ant Group is reportedly planning to list its overseas unit, Ant International, in Hong Kong, with no regulatory obstacles currently identified [13] - The Chinese software industry generated revenue of 31,479 billion yuan in Q1, marking a year-on-year growth of 10.6%, with total profits increasing by 11.6% [18] - The U.S. has imposed a 25% tariff on imported key automotive parts, potentially increasing the cost of manufacturing a vehicle in the U.S. by $2,000 to $12,000 [12]

Group 1 - The U.S. tariff policy has led to significant price increases in consumer goods, with a 53% rise in the price of shoes, from $150 to $230, due to the tariffs imposed [1][2] - The apparel industry is heavily reliant on imports, with 98% of clothing items imported, and the tariff policy is projected to increase clothing prices by 65% and shoe prices by up to 87% over the next year [2][3] - Basic clothing items, such as T-shirts and underwear, are expected to face the most severe impact from tariffs, as they are frequently imported and have low profit margins, which will lead to higher prices for low-income households [2][3] Group 2 - A letter signed by 76 shoe brands, including Nike and Adidas, has been sent to the White House requesting exemptions from the tariffs, citing that many companies producing affordable footwear cannot bear the high tariffs and may face closure [3] - The pharmaceutical sector is also affected, with an estimated increase of $51 billion in import costs due to tariffs, leading to a projected 12.9% rise in drug prices for consumers [3] - The tariffs are expected to reduce the competitiveness of the U.S. pharmaceutical industry, increasing production costs by 4.1% and potentially leading to job losses in the sector [3] Group 3 - Economic experts indicate that the damage from the tariff policy may already be done, with significant impacts expected to manifest by the end of May, particularly affecting low-income Americans who will spend a larger portion of their income on goods [4]

克拉克在4月30日晚间发给财政部长贝森特、商务部长卢特尼克和美国贸易代表格里尔的信中写道："我们 深感担忧，哪怕只需数周或数月就能达成协议，许多小企业也将遭受无法弥补的损害。" 当地时间5月2日消息，美国鞋类分销商和零售商协会本周致信白宫，请求豁免美国总统特朗普所谓 的"对等关税"，称这些关税对鞋类行业构成了"生存威胁"。 据悉，这封信由76个鞋类品牌签署，其中包括耐克、阿迪达斯、斯凯奇和安德玛。信中表示，许多生产平 价鞋类的公司无法承受如此高的关税，也无法转嫁这些成本。如果不立即解除对等关税，这些公司将不得 不倒闭。该协会表示，许多订单已被搁置，美国消费者的鞋类库存可能很快就会不足。 另据央视新闻援引美国消费者新闻与商业频道（CNBC）报道，当地时间4月30日，美国商会致信特朗普 政府，敦促其立即实施"关税豁免机制"，以防止美国经济陷入衰退，并对小企业造成"无法弥补的伤害"。 不过，白宫拒绝了他们的请求。 美国商会代表全美超过300万家企业和组织，是全球规模最大、影响力最广的商业组织之一。该组织要求 特朗普政府的主要贸易官员取消对所有小型企业进口商以及对所有"无法在美国生产"或美国国内无法获得 的产品的关税 ...

2025.05. 03 据央视新闻，当地时间5月2日，记者获悉，美国鞋类分销商和零售商协会本周致信白宫，请求豁免 美国总统特朗普所谓的"对等关税"，称这些关税对鞋类行业构成了"生存威胁"。 据悉，这封信由76个鞋类品牌签署，其中包括耐克、阿迪达斯、斯凯奇和安德玛。信中表示，许多 生产平价鞋类的公司无法承受如此高的关税，也无法转嫁这些成本。如果不立即解除对等关税，这些 公司将不得不倒闭。该协会表示，许多订单已被搁置，美国消费者的鞋类库存可能很快就会不足。 对华小额包裹免税取消=更高价格+更慢物流 2日，美国正式终止了对来自中国价值不超过800美元的小额包裹给予免征关税的政策。 受此影响，一些国家的零售商近期调整甚至暂停了对美业务 。此举还迫使一些电商平台被迫重组物 流体系，提高商品售价，并加速在美国建设本地仓库，以避免高关税的直接冲击。同时，一些外国品 牌已经停止向美国发货，而一些中小企业甚至选择退出美国市场。彭博社进一步指出，一些电商平台 的部分产品价格上涨幅度超过一倍，用户在社交平台上普遍抱怨发货延迟。 央视记者获悉，一些美国本土企业也正在做出调整。《华尔街日报》披露，美国某鞋类品牌将其库存 从加拿大转移至 ...

Group 1: Footwear Industry - The American Footwear Distributors and Retailers Association has requested the White House to exempt the footwear industry from the "reciprocal tariffs," stating that these tariffs pose a "survival threat" to the industry [1] - A letter signed by 76 footwear brands, including Nike, Adidas, Skechers, and Under Armour, indicates that many companies producing affordable footwear cannot bear the high tariffs and cannot pass on these costs to consumers [1] - The CEO of the association noted that the price of a $150 sneaker has increased to $230 due to tariffs, representing an $80 increase or a 53% rise [1][2] Group 2: Hair Care Industry - The U.S. tariff policy is causing significant price increases for many hair care products, leading to concerns among small business owners and consumers about rising costs [3] - In Los Angeles, a major center for the hair care industry, local businesses are feeling the impact of the tariff policy, with worries about increased prices for hair services [3] - A hair salon owner in Colorado mentioned that the tariff policy is affecting supply chains, and a hairstylist expressed concerns about having to pass on increased costs to customers [6]

Market Performance - All three major U.S. indices closed up over 1%, with the S&P 500 and Dow Jones recording nine consecutive days of gains, driven by a "moderate" cooling in the U.S. labor market and favorable tariff news [1] - The Dow Jones increased by 564.47 points (1.39%) to 41,317.43, with a weekly gain of 3.00%; the Nasdaq rose by 266.99 points (1.51%) to 17,977.73, with a weekly gain of 3.42%; the S&P 500 gained 82.53 points (1.47%) to 5,686.67, with a weekly gain of 2.92% [1] European Market Performance - The German DAX30 index rose by 2.62% to 23,086.65; the UK FTSE 100 increased by 1.17% to 8,596.35; the French CAC40 index gained 2.33% to 7,770.48; the Euro Stoxx 50 index rose by 2.42% to 5,285.19; the Spanish IBEX35 increased by 1.20% to 13,446.70; and the Italian FTSE MIB index rose by 1.92% to 38,327.94 [2] Cryptocurrency and Commodities - Bitcoin rose approximately 0.5% to near $97,000, reflecting increased risk appetite [3] - Spot gold increased by 0.11% to $3,240.61 per ounce, but fell 2.35% for the week; COMEX gold futures rose by 0.77% to $3,247.00 per ounce, with a weekly decline of 1.58% [3] - WTI crude oil futures fell by 1.6% to $58.29 per barrel, with a weekly decline of over 7.50%; Brent crude oil futures dropped by 1.4% to $61.29 per barrel, with a weekly decline of over 6.85% [3] Macro Economic News - The U.S. added 177,000 jobs in April, indicating a "soft landing" path, with the unemployment rate stable at 4.2%, aligning with market expectations [4] - OPEC+ is discussing an increase in oil production by approximately 400,000 barrels in June, which has led to a drop in oil prices [4] Government Proposals - The U.S. government proposed a $163 billion reduction in the federal budget for 2026, with a 13% increase in defense spending and a nearly 65% increase in homeland security spending, while non-defense discretionary spending would be cut by 23% [5] Company-Specific News - Nvidia is planning to launch a "China-specific" AI chip version, modifying its AI chip design to comply with U.S. export restrictions while continuing to supply Chinese companies [6] - Nike, Adidas, and Under Armour are seeking tariff exemptions due to cost concerns, warning that increased tariffs could significantly raise consumer prices and threaten business viability [6] - Apple is collaborating with startup Anthropic to develop an AI-driven programming software platform, which will enhance its existing Xcode software [7]

Core Viewpoint - The article highlights a promotional offer for a professional running shoe featuring a full carbon plate, emphasizing its high performance and affordability compared to other brands in the market. Group 1: Product Features - The running shoe is equipped with a full carbon plate, which is typically found in high-end running shoes, enhancing performance and energy return [10][18][90] - The shoe's design includes a sandwich structure that securely embeds the carbon plate into the midsole, providing stability and support [34][90] - It features a diamond large particle rubber outsole, which offers excellent grip and durability, making it suitable for various terrains including outdoor and trail running [48][127] Group 2: Pricing and Value Proposition - The original retail price of the shoe at outlet stores is 498 yuan, but it is available for a promotional price of 199 yuan, presenting a significant discount [5][139] - The article compares the price of this shoe to other brands, noting that similar full carbon plate shoes from well-known brands can cost over 1,000 yuan [17][139] - The shoe is positioned as a cost-effective option for both novice runners and those looking for high-performance footwear without the premium price tag [66][70] Group 3: Target Audience - The shoe is suitable for a variety of users, including beginners wanting to experience carbon plate technology, competitive runners needing efficient gear, and outdoor enthusiasts looking for versatile footwear [66][68][70] - It is marketed as a multi-functional shoe that can be used for running, jumping, yoga, and other fitness activities, appealing to a broad audience [72][140] Group 4: Brand and Market Position - The brand behind the shoe is noted for its lack of aggressive marketing strategies, relying instead on quality and word-of-mouth to build its reputation [56][58] - The manufacturing background of the brand is highlighted, indicating that it is produced by a factory that also manufactures for well-known international brands, suggesting a level of quality assurance [58][60]