格隆汇11月27日丨迪生创建(00113.HK)公布中期业绩，截至2025年9月30日止六个月，公司收益为9.73 亿港元，同比增长1.20%；公司股东应占期内盈利为1.50亿港元，同比增长14.02%；基本每股盈利为 38.9港仙，拟派中期息每股0.1港元。为庆祝集团成立四十五周年及感谢股东长期的支持，董事局亦议决 派发特别股息每股0.2港元。 于回顾期间内，香港的消费者信心继续疲弱，而各收入阶层之本地消费者经常性前往中国内地城市旅 游。这些城市能提供超值购物体验，以及「即买即退」退税优惠，而购物亦不再是入境中国游客的优先 考虑因素。此外，由於亚洲及欧洲其他市场货币疲弱及退税优惠，故能提供更低廉之商品价格，令本地 零售市场持续面对该等市场的竞争。因此，集团于截至2025年9月30日止期间在香港录得之销售营业额 下降了约百分之一点三。 迪生创建(00113.HK)中期纯利增长14.02%至1.50亿港元 拟每股派0.3港元 迪生创建(00113.HK)拟11月27 日举行董事会会议审批中期业绩 相关事件 在台湾，自美国宣布「解放日」关税政策以来，市场情况持续恶化，令当地消费者信心疲弱，及导致汇 率剧烈波动。消 ...

Group 1: Leadership Changes - LuxExperience B.V. announced Francis Belin as the new CEO of Mytheresa, effective January 1, 2026, bringing extensive experience in luxury brand management and international expansion [1] - Prada Group's CEO Andrea Guerra confirmed the acquisition of Versace for €1.25 billion, with plans for Lorenzo Bertelli to become the executive chairman of Versace [8] Group 2: Market Trends and Consumer Behavior - TikTok Shop has expanded into the luxury goods market, featuring high-priced second-hand items, including Hermes and Chanel bags, and Rolex watches, with a focus on AI verification for authenticity [2] - Lyst's 2025 Gift Index shows significant demand growth for brands like Coach and Burberry, with Coach's cherry charm demand up 99% and Burberry's overall search volume increasing by 239% year-on-year [3] Group 3: Financial Performance and Economic Impact - Chow Tai Fook Jewelry Group reported a net profit of HK$2.5 billion for the first half of the year, slightly below market expectations, with a gross margin decrease to 30.5% [5] - The UK Treasury plans to eliminate the import duty exemption for goods priced under £135, potentially generating an additional £500 million in annual revenue [7] Group 4: E-commerce and Sales Data - eBay's 2025 Watchlist report highlighted LV, Gucci, and Prada as the top luxury brands, with LV listing over 5.2 million items on the platform [6] Group 5: Corporate Investments - LVMH is set to invest up to €150 million in the French newspaper Le Parisien to stabilize its financial situation [9] - Prada has acquired a property in Milan for €66.6 million, aimed at consolidating office and display spaces [10] Group 6: Retail Management - Harrods promoted Mark Blundell to Chief Retail Officer, responsible for enhancing service and operational standards across all retail channels [11]

（文/霍东阳 编辑/张广凯） 近日，英国高端百货哈罗德发布声明称，自明年1月起将关闭其位于上海的私人会员俱乐部The Residence以及哈罗德茶室。 哈罗德百货称此次退出主要"因上海项目租约期满，同时受到中国奢侈品消费环境变化，以及项目业主招商策略调整的影响"。 自2020年正式进入上海市场，最初以邀请制的奢华私人导购服务切入，2021年开设哈罗德茶室，并于2023年在茶室基础上升级推出了私人会员俱乐部The Residence，这家百年高端百货的重资产实体扩张迅速"破产"。 哈罗德百货创立于1834年，最初只是伦敦东区的一家小型杂货店，1849年，为抓住万国工业博览会机遇，迁至如今伦敦骑士桥的位置。 经过近两个世纪的发展，哈罗德百货已经成为全球奢侈品零售的传奇，拥有超过330个销售部门，服务过包括奥斯卡·王尔德、西格蒙德·弗洛伊德等众多名 流。 中国消费者是哈罗德百货坚实的客户，小红书上，哈罗德百货的圣诞礼盒开箱也是年度热门话题。2020年前，哈罗德百货销售额的近2成由中国消费者贡 献，每消费5英镑就有1英镑来自中国游客。 查公馆的外观看不出哈罗德百货的影子，十分低调。建筑的一楼是哈罗德茶室，在预约制的 ...

Core Points - Harrods will close its Shanghai operations, including the Harrods Mansion and Harrods Tea Room, by January 2026, and will dissolve the local team [1] - The decision is attributed to a misalignment of the business model with the Chinese market, which favors local business associations [1][3] - Harrods aims to focus on providing experiences and services in the most influential areas of China [1][3] Company Overview - Harrods opened the Harrods Mansion membership club in late 2023, located in a historic building in Shanghai, featuring a Michelin-star restaurant by Gordon Ramsay [3] - The membership fee starts at 150,000 yuan, with a cap of 250 members, offering exclusive social events [3] - In 2023, Chinese consumers accounted for approximately 8% of Harrods' sales, with a 7% increase in Chinese customers at the Knightsbridge store [3] Market Context - The closure may be influenced by strategic adjustments from the property owner, Swire Properties, following the success of LVMH's "Louis Ship" installation, which attracted significant foot traffic [4] - The average daily foot traffic at Swire Properties' location reached 80,000 to 100,000 visitors, with surrounding areas seeing over 50% year-on-year growth in foot traffic and sales [4] - Harrods plans to continue engaging with local partners and exploring local wholesale opportunities despite the closure [4]

Core Viewpoint - Harrods has announced the closure of its Shanghai operations by January 2026, including the Harrods Mansion and Harrods Tea Room, citing a misalignment of its business model with the local market [1][3]. Group 1: Business Operations - Harrods Mansion, which opened at the end of 2023, was a high-end private service project targeting Chinese customers, featuring a Michelin-starred restaurant by Gordon Ramsay and a membership fee starting at 150,000 yuan [3]. - The decision to close operations is linked to a strategic shift by the property owner, Swire Properties, which has seen increased foot traffic and sales in the area due to other luxury brands like Louis Vuitton and Dior [4]. Group 2: Market Insights - In 2023, Chinese consumers accounted for approximately 8% of Harrods' sales, with a 7% increase in Chinese customers at the Knightsbridge store, indicating a potential for growth in the Chinese market [3]. - Despite the closure, Harrods plans to continue engaging with the Chinese market through pop-up events, local talent discovery, and digital community interactions [3][4].

Core Insights - Harrods will close its Shanghai operations, including the Harrods Mansion and Harrods Tea Room, by January 2026, and will dissolve its local team [1] - The decision is attributed to a misalignment of the business model with the Chinese market, which favors local business associations [1] - Harrods plans to focus on providing experiences and services in more influential areas of China [1] Group 1 - Harrods opened the Harrods Mansion membership club in late 2023, located in a historic building in Shanghai, featuring a Michelin-star restaurant by Gordon Ramsay [1][2] - The membership fee for the club starts at 150,000 yuan, with a cap of 250 members, offering exclusive social events [1] - The company previously expressed optimism about the Chinese market, noting that Chinese consumers accounted for approximately 8% of its sales in 2023, with a 7% increase in Chinese customers at its UK store [2] Group 2 - Harrods emphasized the importance of the Chinese market and plans to continue organizing exclusive pop-up events and exploring local wholesale opportunities [2][3] - The decision to close the Shanghai location may be influenced by strategic adjustments from the property owner, which has seen increased foot traffic and sales from luxury brands like Louis Vuitton [2] - Dior is reportedly negotiating to enter the same property by 2027, indicating a competitive luxury retail environment in the area [3]

哈罗德私人俱乐部的会员年费高达15万元起 作 者 | Drizzie 高净值客群的生意并没有那么容易。 据时尚商业快讯，英国高端百货哈罗德日前发布声明中表示，自明年1月起将关闭其位于上海的私人会员俱乐部哈罗德公馆以及哈罗德茶室，并解散当地 团队，引发市场的广泛关注。 哈罗德称此次退出主要因上海项目租约期满，同时受到中国奢侈品消费环境变化，以及项目业主招商策略调整的影响，但品牌强调中国市场及中国客户仍 具有重要地位，未来将以轻资产模式持续深耕，探索本地合作及快闪活动。 哈罗德茶室坐落于兴业太古汇内修复后的历史建筑查公馆，于2021年开业，向公众开放提供英伦下午茶体验。 哈罗德公馆坐落于同一栋建筑，最初作为邀请制的私人购物空间推出，于2020年12月首次登陆上海。 2023年，哈罗德公馆升级全球首家私人会员俱乐部，配套酒廊、私人宴会厅、户外露台及由名厨Gordon Ramsay主理的专属餐厅，会员可享受包括上海知 名米其林星级餐厅的优先预定权、私人飞机服务、艺仓美术馆的专属通道等。 值得关注的是，该私人俱乐部的会员年费高达15万元起，层级分为三级，限定250名会员加入，此前称仅在现任会员推荐的基础上考虑纳入更多会 ...

Core Viewpoint - Prada has announced the acquisition of a property from Ludo Due S.r.l. for €66.588 million, located in a significant urban redevelopment area in Milan, which is expected to enhance the company's operational efficiency and strategic positioning in the luxury market [1][2]. Group 1: Acquisition Details - The property spans approximately 14,800 square meters and is part of a larger redevelopment project known as "Scalo di Porta Romana," which includes the development of the Olympic Village for the 2026 Milan-Cortina Winter Olympics and new residential and office buildings [1]. - The acquisition price is set at €66.588 million, indicating a strategic investment in a high-value area [1]. Group 2: Strategic Implications - The company has been leasing part of the property since 2013, which serves as its operational headquarters in Milan, including offices, laboratories, and service areas [1]. - The second part of the property is currently undeveloped, presenting future opportunities for urban and real estate development [2]. - The proposed project aims to consolidate several existing Milan offices and showrooms into one location, thereby improving operational efficiency and strengthening the company's presence in this strategic area [2]. - The acquisition is viewed as a significant opportunity to secure prime real estate in a region undergoing important urban development and value growth, where suitable real estate assets are expected to become increasingly scarce [2].

Group 1 - The company Prada has entered into an agreement with Ludo Due S.r.l. to purchase a property for €66.588 million, located in Milan, Italy, covering an area of approximately 14,800 square meters [1][2] - The property is situated in an area affected by the "Scalo di Porta Romana" redevelopment project, which includes the development of the Olympic Village for the 2026 Milan-Cortina Winter Olympics, new residential and office buildings, and a large park [1][2] - The company has been leasing part of the property since 2013, which serves as its operational headquarters in Milan, including offices, laboratories, and service areas for retail and marketing functions [1] Group 2 - The second part of the property is currently undeveloped, presenting future urban and real estate development opportunities [2] - The company intends to potentially develop the acquired property into a new headquarters, consolidating several existing offices and showrooms in Milan to enhance operational efficiency and strengthen its position in the strategic area [2] - The acquisition represents a significant opportunity for the company to secure prime real estate in a region undergoing important urban development and value growth, where suitable real estate assets are expected to become increasingly scarce [2]

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